The appointment report gives a snapshot of the team's appointments. With the filtering capability, this feature is a crucial tool for team management. This appointment report is crafted to equip you with insights into the appointments that have taken place within a specific time frame, empowering you to drive positive results and elevate the performance of your team.

Access Appointment Reports

Go to Reporting > Appointments to view appointment reports. 

Filters and Features

• + Add Appointment: Add an appointment directly from the Appointments tab 
• Export Report: Export the appointments report
• Time Frame: Select the desired time frame. This will show appointments that have occurred within this time frame. 
• Users: Select the desired users
• Appointment Type: Choose the appointment type 
• Appointment Outcome: Choose the appointment outcome  

Appointment Columns 

• Title: Title of the appointment
• People: Contact(s) invited to the appointment
• Team: Follow Up Boss team member(s) invited to the appointment
• Created By: Who the appointment was created by
• Date: Date and time of the appointment (click the date header to sort old > new or new > old) 
• Type: Type of appointment 
• Outcome: The outcome of the appointment 
• Contact Lead Source: Source of contact
• Marketing Source: Marketing Source of contact 

Note: Account owners can manage appointment types and outcomes by going to Admin > Appointments. 

FAQ