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.

Before you start

Front desk The front desk can do this: the Administrator and Operators.

  • Direct Call Requests is switched on, so your booking page offers Ask us to call you.

Start here

Requests panel › a call card, or Appointments › Call Requests

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AppointmentsAll appointments in one place
AppointmentsAppointment Requests 2Call Requests 1
RM Radu Marin · +40 745 000 403BookDismiss
Illustration: the screen may look slightly different.

Steps

  1. 1

    Expand the call card.

    It shows the phone number, whether it's a client's (Existing client, Client data conflict or New client) and the caller's message. When the number matches a client, a profile button opens them.

  2. 2

    Call the client.

  3. 3

    Click Book. On the Call Requests tab, click the call's row instead.

    Create Appointment opens with the caller's details filled in, and their message at the top of Personal Details.

  4. 4

    Choose the services and time, then click Save.

    The call request leaves the list.

What happens next

  • The caller's message isn't saved unless you copy it into your note with the copy button.

Good to know

  • A call request has a name and a Romanian phone number, plus an email and a message if the client added them. One with no message reads “Asked to be called back. No message.”
  • Call requests never expire. They show in the panel only, not on the grid.
  • Not booking? Click Dismiss and confirm. The client isn't notified, and it can't be brought back.

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