Defining appointment goals for employees

In this article, you will learn how to define appointment goals with goal options, link them to an appointment-based service and record the result after an appointment.

Contents

• Quick Guide
• Prerequisites
• Create an appointment goal
• Add goal options
• Link the appointment goal to a service
• Edit or delete goals and goal options
• Select the goal option after the appointment

Quick Guide

1. Go to Settings / Services / Appointment goals and click Create appointment goal.
2. Enter a name and click Create.
3. Open the appointment goal, click Add appointment goal and create the goal options with their type.
4. Select the appointment goal in the Appointment goal field of an appointment-based service.
5. After the appointment, open it in Appointments and select the goal option that was reached.

With appointment goals, you define in advance what an appointment should achieve, for example signing a membership. After the appointment, the employee records which result was reached.

Prerequisites

Your role needs the permission Appointment goals (category Calendar & Booking, subcategory Appointments) to open the page and to create, edit and delete appointment goals.

Create an appointment goal

1. Go to Settings / Services / Appointment goals.
2. Click Create appointment goal in the upper right corner.
3. Enter a Name for the appointment goal. If you manage several facilities, you can choose in the green bar for which facilities the appointment goal is available.
4. Click Create.

Add goal options

Goal options are the possible results of an appointment. Your employees select one of them after the appointment.

1. In Settings / Services / Appointment goals, click the appointment goal to open its detail page.
2. In the Appointment goals tile, click Add appointment goal. You can also use the three-dot menu of the tile.
3. Enter a Name for the goal option and select its Type: Positive, Negative or Neutral.
4. Click Create.

Example: for the appointment goal "Signing membership", you create the goal options "Membership signed" (Positive) and "Membership not signed" (Negative).

Link the appointment goal to a service

An appointment goal takes effect through an appointment-based service.

1. Go to Settings / Services / Services and click Create Appointment-based service, or edit an existing appointment-based service.
2. In the Appointment goal field, select the appointment goal.
3. Save the service.

An appointment goal that is still linked to a service cannot be deleted. The software then lists the services that still use it. Remove the goal from these services first.

Edit or delete goals and goal options

In the list under Settings / Services / Appointment goals, open the three-dot menu of a goal and select Edit appointment goal or Delete appointment goal. On the detail page, open the three-dot menu of a goal option and select Edit appointment goal or Remove appointment goal.

Select the goal option after the appointment

1. Go to Appointments and click the appointment in the calendar.
2. On the Administration tab, the Goal field shows the appointment goal of the service.
3. Select the goal option that was reached.

The selected goal option is recorded in the appointment history.

Note: This article was created with the help of artificial intelligence and editorially reviewed.