Tracking and reporting of No-shows
Your Customer did not show up to the meeting? You may want to keep a track of this. This can be done by changing the booking status to No-show. Regardless of whether the booking status is Scheduled, Rescheduled or Completed you can change it to No-show. The No-show status is included in all reports and is part of the activity lifecycle process.
To change the status to No-show:
- Select the completed activity from the Activity stream.
- In the Details pane, select the Set to No-show action from the action menu (three dots).
Note: You cannot change the status back to Completed, so please be sure you want it marked as No-show for your reports
Where do you track the No-show status?
- You can track the No-show status in all reports. It is added to the summary and detail reports, making it possible to see the number and details of No-shows according to all reporting dimensions.
What happens when the status is No-show?
- When you send a follow-up email to Customers, you define when they will receive the email notification. If you changed the status of the activity to No-show before the follow-up email event is triggered, the follow-up email will not be sent.
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