Tracking and reporting of No-shows
When an activity has passed its scheduled time, the status of the activity is automatically set to Completed. If your customer did not attend the meeting, you can change the Completed status 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 Home page activity stream.
- In the Booking details tab, on right hand side of the activity, click Set to No-show.
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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