Mark an appointment as "No Show" in Quick View
- Christopher
- Vi.Dang
You may encounter a situation where your client has not turned up for their appointment - you’ll need to update the status of the session in Quick View.
Expectations before making as no show
For phone call appointments, Converge expects you to attempt to call the client at least 2 times in 10 minutes before marking as no show
For Video calls, Converge expects you to remain in the meeting until 10 minutes into the meeting and to call the customer at least 2 times (using no caller ID)
For in-person, Converge expects you to call the client at least 2 times (using no caller ID)
In all instances, you cannot mark an appointment as no show until 30 minutes have passed.
Step 1: Find the appointment to mark as “No Show”
In Quick View, the appointment will appear in “Appointments not started” section of Quick View.
If you can’t find your client in “Appointments not started” section of Quick View, you may need to search for the client using the filter tool button. Click here to learn how to filter (search) for an appointment.
Step 2: Complete the “No Show” status form
After clicking “No Show” button, a pop-up form will appear for you to complete.
Click “Yes” if you attempted to contact the client and then select a “Did not show reason” from the drop down menu. Please feel free to add any relevant comments. Click “Proceed to No Show” to complete the No Show status.
When marking a session as a “No Show”, the client’s session count will be deducted by 1 session.