Appointments

Path: Callproof Support - Website - Dashboard - Appointments

Appointments

View and manage appointment activity for your team. The Appointments page allows you to review completed and active appointments, search and filter appointment records, end or delete appointments (manager permissions required), build routes, estimate mileage, and export appointment reports.

Appointments View

Navigation: Dashboard → Appointments

Note: In some companies, this menu appears as Dashboard & Reports → Appointments.

1. Log in to your CallProof account.
2. From the main navigation bar, hover over Dashboard.
3. Select Appointments.
4. The Appointments page opens.
5. The page displays appointments with information such as:
   1. Representative
   2. Date
   3. Duration
   4. Account
   5. Available action icons
6. Click an Account name to open the account details.
7. You can also open the account's Appointments tab to view its appointment history.

Search and Filter Appointments

Use the search filters to locate specific appointments.

Appointments Search

1. Open Dashboard → Appointments.
2. In the Search Appointments section, configure one or more filters:
   1. User (Managers and Market Managers)
   2. Show Inactive Users
   3. Appointment Type (In Person or Virtual)
   4. Sort
   5. Start Date
   6. End Date
3. Click Search.
4. The matching appointments are displayed.
5. Use the pagination controls to browse additional results.

Add Appointment

Note: Appointments are typically created from the CallProof mobile application rather than from the web Appointments page.

To create a new appointment:

1. Open the CallProof mobile app.
2. Open the account or location you plan to visit.
3. Start or check in to the appointment.
4. Optionally complete an associated Event Form.
5. End the appointment when the visit is complete.
6. The appointment is automatically displayed under Dashboard → Appointments and on the account's Appointments tab.

End Appointment

Mark an appointment as finished and record its duration.

Appointments End

1. Open Dashboard → Appointments.
2. Locate an appointment that has not yet been ended.
3. Click the End Appointment icon.
4. (Managers only.)
5. Enter the appointment Duration in minutes.
6. Click Save.
7. The appointment is marked as completed.

Delete Appointment

Remove an incorrect or unwanted appointment record

Appointments Delete

1. Open Dashboard → Appointments.
2. Alternatively, open the related account and select the Appointments tab.
3. Locate the appointment you want to remove.
4. Click the Delete (red X) icon.
5. (Managers only.)
6. Confirm the deletion.
7. The appointment is removed from the appointment list.

Export Appointments Report

Download filtered appointment results as a report file for offline review or sharing.

Appointments Export

1. Open Dashboard → Appointments.
2. Apply the desired search filters.
3. Click Search.
4. Click Export Appointments Report.
5. Alternatively, click Export Appointments from the right sidebar.
6. The Export Appointments page opens.
7. Optionally select Include All Contact Details and Custom Fields.
8. Click Create Appointments Report.
9. Confirm the export if prompted.
10. The report is generated in the background.
11. When processing is complete, an email containing the download link is sent to you.
12. You can also access completed exports from your user Exports list.

Additional Actions

The Appointments page also provides the following features:

• Add Task to create a follow-up task from an appointment.
• Save Route to add selected appointment accounts to a route.
• Mileage Estimator to calculate mileage for selected appointments.
• Calendar Setup to connect a Google Calendar or Microsoft Office Calendar.

Notes

• Export is available only to users with export permission.
• Managers can end and delete appointments.
• New appointments are generally created from the CallProof mobile application during account check-in.
• Use Schedule Appointment Exports to automatically generate recurring appointment reports.