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ForumSupport: Desktop questionsCancelled and rebooked jobs

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Cancelled and rebooked jobs

#1 · 11 June 2019, 9:15 am

Hey Guys,

Just had a though to something that would help me and maybe other users of Okappy.

Occasionally I get jobs that are booked in then for whatever reason get cancelled for that appointment but the customer says they will get back to me to reconfirm. As the system currently is, I have to either delete the job or move it to a further date (unless I'm missing something) and then try and remember they are supposed to be contacting me again. This can get messy if you get a few cancellations so I end up deleting them only having to add the job again at a later date.

What I was thinking would be a great help is something like on the date or assign column have an option which says "waiting for conformation" so I can see these jobs together and I know they are outstanding or something to that effect that you may think will work. I'm not sure if any of your other customers have issues with cancellations that say they are going to re-book, but if they do I know deleting work only to have to add them again a few days later can be frustrating especially when time is an issue.

Just some food for thought!! Hope you're all well.

Kind Regards

#2 · 11 June 2019, 9:20 am

Good to hear from you, hope you’re well.

We do hear from other customers that have jobs getting cancelled and then re-booked. What they often do is add another column to their jobs dashboard called something like Cancelled. You could then type ‘Awaiting confirmation’ or even just ‘AwaitConfirm’ in that column.

Then you could sort on that column or type confirm in the filter to see all the jobs which are awaiting confirmation.

To add a column,

click on Settings at the top left of the jobs screen
Click Change page layout
Scroll down to the bottom and check a spare column and call it Cancelled

Cancelled and rebooked jobs