So - a customer booked an appointment with you, and then later reaches out to cancel. Now what?
If a customer requests to cancel, go ahead and contact the customer via phone and text in an attempt to reschedule. We often find customers cancel simply because the day and time doesn’t work, and they would still like to meet for an estimate at a different time.
If you can't get the homeowner to reschedule, or you can't reach them, go ahead and request credit in your dashboard?
Remember, customers can cancel for many reasons, and not all are eligible for appointment credit:
Customers who are postponing projects until a future date or do not meet a specific set of qualification criteria are not eligible for appointment credit. Follow up with the homeowner as they are still needing the project done. Once we send the appointment to you, it's up to you to follow up with that homeowner!
Customers who cancel over the phone and no longer want to meet are eligible for appointment credit - simply submit a request through the dashboard under the Status dropdown.
Questions? Reach out to us at support@contractorappointments.com.