Appointments, activity goals and quarterly goals
Book an appointment on a contact or a deal and say whether it happened. Set goals for appointments, calls and open houses, also for each quarter.
An appointment is now its own record. It can be a buyer consultation, a listing appointment, a showing or another meeting with a client.
Book an appointment
Open a contact or a deal. In Appointments, select Book appointment. Choose the type, who meets the client in With, the date and the time. The person in With gets the credit, even when someone else books it.
Say whether it happened
After the appointment, Berchtold asks the person who met the client if it happened. The question waits in Approvals → Appointments. Answer Met, No-show, Rescheduled or Canceled. Until you answer, it counts as booked.
Admins can rename the appointment types and add their own. In Approvals → Appointments, select Appointment types.
Calendly bookings
When you connect your own Calendly, each new booking is an appointment for you. A cancel or a reschedule in Calendly changes it. A no-show you mark in Calendly answers it.
Goals for appointments and activities
Open Work → Goals and select Set a goal. An activity goal can count:
- appointments booked, appointments met and the kept rate;
- calls, open houses, focus blocks, lead response and conversion.
Choose Day, Week, Quarter or Goal cycle. A quarterly goal repeats each calendar quarter, for example 24 appointments met per quarter. Its card shows This quarter. A team's numbers add up its people.
Reports → Deals → Appointments shows the same numbers by agent and by type.
Claude, ChatGPT and Muse can book, list, change and answer appointments, and set goals. See Book and track appointments, Set and track goals and Connect Calendly.