Adding a Missed Opportunity

What is a Missed Opportunity?  

A missed opportunity is a metric for tracking why an appointment could not be booked. Logged missed opportunities can be used to analyze the revenue lost as a result of non-bookings. Also note:

• An expired Wait List request is automatically logged as a Missed Opportunity.  
• An appointment opening search in Booking Agent that returns no results can be manually marked as a Missed Opportunity.
• Missed Opportunities can be reported on in the AQ210: Missed Opportunities report.

To add a missed opportunity

1. In the Appointment Book, select Menu (shown below) to reveal the drop-down.

2. From the menu, select Missed Opportunity.
3. Complete the information in the form. Note that the available Reasons are provided by Meevo and cannot be changed.
4. Enter any Notes, if desired. Missed Opportunities can be reported on in the AQ210: Missed Opportunities report.
5. When finished, select Save.