Bookings
Appointments the agent and your team made, by day and week.
1 page · 2 metrics
Every plan
Pages
| Page | Path | What it shows |
|---|---|---|
| Bookings | /app/bookings | Day board, week grid and list of appointments, with the call that made each one. |
Metrics
| Metric | Format | Over a date range |
|---|---|---|
| Booked appointments | count | summed over the range |
| Booking conversion | percent | averaged over the range (never summed) |
Averages are averaged across days, never added up. Test calls are left out of every metric.
Connections
| Connection | Purpose | Status |
|---|---|---|
| Google Calendar | Reads free slots and writes bookings. | mock |
| Microsoft Outlook | Reads free slots and writes bookings. | mock |
| Open Dental | Practice management sync for patients and appointments. | planned |
Actions that need publish
Nothing in this module needs the publish level. edit covers every change.
Everything else in this module needs edit to change and view to read. See Roles and access.