After an appointment has occurred with a customer, return to Brickwork to complete it and add additional details that can be used in metrics tracking. Completing appointments and filling out purchase information is a vital part of understanding your appointment funnel and the effectiveness of individual stores in completing that funnel.
Begin by navigating to the store you would like to view, and select Appointments > Manage Appointments.
Please Note: An appointment must first be checked-in to complete. Please first check in your appointment to continue.
Click into the appointment you wish to complete (the appointment should display a green checkbox outline). In the box to the far left, scroll down to see additional options:
Here you can enter the following optional information:
- Select whether or not a purchase was made (a Purchase Amount can ONLY be entered when "Yes" is checked).
- Enter in a Total Purchase Amount (do not include any currency symbols, such as "$" - only input numbers with either a period or comma).
- Enter a Transaction Code
Once done, select "Complete". The appointment has now been completed, and you can go back to update it at a later date if needed - simply find the appointment again, open it to make any new changes and select "Update" when done.
When an appointment is completed, all borders will disappear, including any red "check in" notice or green checkbox.