Completing a past appointment is easy!

NOTE: Completing an appointment can only be done after 12:00am on the day of the appointment. This step is important because it gives Gazelle important information needed to update the customer / piano records and automated reminders; it also provides short-cuts for:

  • Auto-updating the last tuning date (for when a tuning service was scheduled)
  • Send the customer a "Follow Up Message" using a message templates or a customized message.
  • Adding a temperature and humidity reading to a piano record (mobile app only).
  • Creating a service history.
  • Creating an invoice.
  • Adding customer notes.
  • Adding piano notes.

FROM THE WEB APP


Step 1: Click on the event you want to complete.

Step 2: Click 'Complete this appointment'.

Step 3: Record any relevant actions like service history, customer notes, invoices, messages to the customer, etc...

Step 4: Save & Done!

Time Saving Tip: For customers on reminders uncompleted appointments will also appear on your dashboard as a reminder for you to complete the event so the automated reminders can update accordingly.


FROM THE MOBILE APP

Step 1: Tap on the event you want to complete.

Step 2: Tap the 'Complete' button at the top of the appointment details screen.

Step 3: Record any relevant actions like service history, customer notes, invoices, messages to the customer, etc...

Step 4: Save & Done!

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Time Saving Tip: For customers on reminders uncompleted appointments will also appear on your 'Today' screen as a reminder for you to complete the event so the automated reminders can update accordingly.


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