Requests
Where online appointment requests and call requests wait until the front desk books them or turns them down.
- Where
- The Requests panel beside the Operations Center (Triage mode), and the Appointment Requests and Call Requests tabs on the Appointments page
- Who
- The front desk only: the Administrator and Operators. Staff never see requests.
About this feature
The Requests panel opens by itself when a request arrives. Show All, only Requests or only Calls. Each card shows how long it has waited: amber after a day, red after three. The number next to Appointments in the sidebar, and in the browser tab title, counts what's waiting.
On the grid, each waiting request is a thin strip in its provider's column, at the time asked for. Each day at the top shows how many requests wait for it; click the count to see only that day's. Expanding a request takes the calendar to that provider's week, with the requested time outlined. Exit triage folds the panel away.
On the Appointments page, Appointment Requests is a table of date, client, provider (teams only), services, status and total; Call Requests shows date, client, how long it has waited and the message.
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Book a request that's ready Front desk
The request is an appointment, and the client gets a confirmation text if texts are on.
Check or change a request before booking it Front desk
The request is booked with the services, provider, time and client details you settled on.
Book a request at another time Front desk
The request is booked at the new time, and the confirmation text gives that time.
Call back and book a call request Front desk
You've called the client back and booked them, and the call request has left the list.
Turn down a request Front desk
The request is closed, and you've let the client know.