Lesson 3 – How To Mark Someone As NO-SHOW

Lesson 17 Module 2

In the case that someone doesn't show up to their booked trial, the best practice is to mark them as No-Show. You have to perform this step the same day the person did not show; do not do this the following day, otherwise the automation that they will receive will not make sense. 

Follow the Steps below to mark a person as No-Show:

  • Step 1: First, ensure that you are on the Dashboard Screen.
  • Step 2: Press on the Calendar Icon at the bottom left of your screen
  • Step 3: Once the calendar opens, look for the person from the list below the calendar (person booked will be highlighted in blue)
  • Step 4: Press the Name of the Person who did not show up
  • Step 5: This will open a Menu with from which you will change the status to "No-Show" (this will automatically mark the person as No-Show and turn the highlight to red).

This will trigger the system to send out an automation, trying to get the person who did not show up to rebook their trial class.