Appointment Scheduling Software
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New Appointments by Date Report in Customer Appointment Manager Software
One of the new features in version 6.0 of Customer Appointment Manager, our appointment scheduling software, is the new Appointments by Date report. The new report allows you to print a list of appointments for the entire business, not just one employee. It lists the appointments in chronological order, so you can see who is expected to come in next.
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To run this report, go to the Reports menu in the appointment software and click on Appointments by Date. You can choose the date range for the report, as well as select a particular status. You can also determine what information you want to display on the report. For example, you may want to simply show the customer name and the name of the employee they are scheduled to meet with at your company. Or, you could choose to display a lot of details including type of service, appointment description, phone number, address, email address, notes, and custom fields.
Watch the video to learn how to use the new Appointments by Date report in Customer Appointment Manager.