1. Accessing Appointments

• Navigate to Calendars > Appointments in the dashboard.
• View all upcoming appointments, or sort by specific categories like canceled or specific calendars.
• Example: For a jumpstart call scheduled for January 6th at 9:00 AM, ensure you’re prepared to call at the exact scheduled time.

2. Best Practices for Jumpstart Calls

• Call Promptly:some text
  • Call leads as soon as the appointment is scheduled if possible.
  • If not, ensure you call at the scheduled time.
• Double-Call Strategy:some text
  • If the first call goes to voicemail or doesn’t ring, call again immediately.
  • This increases the likelihood of reaching the lead.

3. Updating Appointment StatusesOnce the call is completed, update the appointment status based on the outcome.

• Status Options:some text
  • Show:some text
    • Select if the lead answers the phone.
    • Mark this status even if the lead is uninterested or declines further action.
  • No Show:some text
    • Select if the lead does not answer the phone.
    • This will trigger a no-show nurturing cadence encouraging the lead to rebook.
  • Cancel:some text
    • Use this for leads who cancel before the call.
  • Invalid:some text
    • Use this if the contact information (e.g., phone number) is invalid.
• Why It’s Important:some text
  • Status updates feed back into algorithms (e.g., Facebook Ads) to refine targeting.
  • Keeps your pipeline organized and ensures appropriate follow-up actions are triggered.

4. How to Update the Status

• Go to the scheduled appointment in the dashboard.
• Tap on the invitee’s name to view details.
• Select the appropriate status based on the outcome of your call.

5. Key Reminders

• Always update the status immediately after the call.
• Most calls will be marked as Show or No Show, with cancellations and invalid leads being less common.
• If marked as No Show, the lead automatically enters a no-show nurturing cadence.

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