How can we help?

Search for answers to your questions by entering keywords below, or look through our knowledge base.

Appointments Made Report

Follow

The Appointments Made Report lists all appointments with Prospects over a selected date range and location.

Sample Appointments Made Report

Appointments Made sample report

Appointments Made Report Fields

  • Location: The club location for the appointment.
  • Created Date: The date the appointment was scheduled.
  • Created By: The staff member who scheduled the appointment.
  • Event Owner: The staff member the Prospect will be meeting with.
  • Guest Name
  • Phone
  • Email
  • Source: Marketing source - how the Prospect found out about the club (such as Referral, Direct Mail, Social Media, etc.)
  • Appt Date: The date of the scheduled appointment
  • Prior Appt Date: If this appointment is the result of rescheduling an earlier appointment, the original date will appear here. If the upcoming appointment is new, and not rescheduled, this field will appear blank.
  • Notes: Text entered in the "Notes" section of the event when it was created in Club OS. This field will appear blank if no notes are attached to the event.
  • User External Billing ID: The user ID assigned to this event in a club's external billing provider (may not apply to all clubs).

 

Learn more about accessing, filtering, and scheduling reports.

Was this article helpful?
0 out of 0 found this helpful

Comments