Confirmation, Unscheduled, ASAP Lists Webinar
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Appointment Lists II - Confirmation, Unscheduled, ASAP Lists
35 minutes + Q & A
Using the Appointment Lists, users will learn the best methods for tracking appointments. This webinar will cover the Confirmation List, Breaking Apointments, the Unscheduled List, and the ASAP List.
- Setup (5 mins)
- Confirmation messages
- Confirmation and unscheduled status
- Email and integrated texting
- Preferred confirm method
- Confirmation List (15 mins)
- Filtering the list
- Sending confirmation messages
- Setting confirmation status
- Unscheduled List (10 mins)
- Breaking appointments
- Sending to Unscheduled List
- Managing the list
- Scheduling appointments
- ASAP List (5 mins)
- Adding appointments to the ASAP List
- Managing the ASAP List
- Rescheduling appointments from the ASAP List
- Questions and Answers (as time permits)
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