When to Cancel Appointments if they do NOT complete survey?

Dashboard › Forums › High End Client Program › Automation Questions › When to Cancel Appointments if they do NOT complete survey?

1 reply, 2 voices Last updated by Jennifer Martin 4 years, 5 months ago
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    • April 5, 2020 at 12:17 pm #43669

      Ann Sieg
      Participant
        @ann@annsieg.com

        When someone makes an appointment for a consultation, we then ask them to fill out a survey – it is required.  How long do you give someone to go back and fill out the survey before you cancel their appointment?

         

        @kent-littlejohn @negeen-dargahi @matt-barcus @jennifer-martin

      • April 6, 2020 at 8:39 pm #43684

        Jennifer Martin
        Moderator
          @jennifer@coredm.com

          Hi Ann, I’m not sure what survey you are referring to. The Accountability Journal?

          I see we have scheduled a Mid-term coaching call for next Monday. As long as you have completed all the lessons and work through the end of Module 4 we should be ready to go. If you have NOT completed the 4 in and up through Module 4, please cancel with at least 48 hours notice.

           

          Jennifer Martin

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