Sub-Account Dashboards & Reporting: Reschedule Filter for Appointments

Apr 29, 2025

You can now track rescheduled appointments in both your dashboards and appointment reports for deeper insights into scheduling patterns.

👀 What’s New?

– New “Rescheduled” filter available in appointment dashboard widgets
– New column for rescheduled status in Granular Insights
– New column for rescheduled status in table widgets
– New chart on the Appointment Reporting page: Top 5 Calendars with Reschedules

👷 How It Works:

1. Appointment Reporting: Go to the Appointment Reporting page and scroll down to view the new “Top 5 Calendars with Reschedules” chart.
2. Dashboards: Add or edit any appointment widget, go to the Conditions tab, and apply the Rescheduled filter. Save your changes.

⭐ Why it Matters:

Quickly identify which calendars have the most rescheduled appointments — useful for understanding trends, optimizing scheduling, and improving customer experience.

ℹ️ Help Docs

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