How to Track Estimates and Calendar Management
1. Open up your Perceptionist Estimates Calendar 2. Both Perceptionist and you book here 3. Yellow- the estimate has not been performed yet 4. When you have a closed estimate a. Right click b. Edit appointment c. Change to color of your preference 5. If you closed an estimate that was performed last week- jot name and date on the Saturday column (typically don’t have estimates then) a. Change to the closed color b. This means your percentage for this week might be higher than 100% Review of Perceptionist Web Calendar-what Perceptionist sees (Notice that there is a calendar for estimates and a calendar for OTC) See Video for a visual description
Review of Perceptionist Estimate Calendar and OTC calendar
a. Can change when you are available and not available b. Can block out times by doing a “note” a. Pick your time b. Right click and drag to highlight time boxes c. Put a note in
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