The Reporting Tab includes a specific report on your appointments. Using various available filters, you can view the status of appointments, compare the booking channel and source, and export the data if you need a spreadsheet/list of the information. Follow these simple steps to learn how:
Step 1: Accessing The Report
Step 2: Viewing The Report Data
NOTE: If you wish to view reporting metrics for one single day, be sure to check that date as the start and and end date. You must have both selected in order for the stats to appear. The example below shows how you can run reporting for January 1, 2022 by choosing January 1st as the start and end date:
Handling client dashboard issues in whitelabel environments can feel like navigating a maze. Dashboards are the control centers for business operations, making it quite a headache when they falter. Clients often express concern when they hit roadblocks like slow loading times or confusing interfaces. It’s essential to get these sorted quickly to keep things running […]
This messaging policy is applicable to all subaccounts utilizing LC – Phone for communication within the CRM platform. Everyone expects the messages they want to receive to arrive without interference from filters or other barriers. A key way LC – Phone and its users can help ensure that outcome is by actively preventing and removing […]
HighLevel is dedicated to helping you stay compliant with messaging regulations, including A2P 10DLC standards in the U.S. To support this, we’ve enhanced our SMS compliance settings for sender ID and opt-out messaging. These improvements ensure that the initial message in any conversation—such as Missed Call Text-Back (MCTB) or review requests—automatically includes sender identification and […]
What is a Regulatory Bundle? Telecom carriers in certain countries require Regulatory Bundles to confirm the identity and location of individuals or businesses acquiring phone numbers. These bundles typically include documents like a government-issued ID, utility bills, or business registration information, ensuring compliance with local laws on number ownership. Phone numbers in regulated regions cannot […]
Poor call quality can hinder effective communication with leads and clients. This article provides guidance on identifying and resolving VoIP call issues within a HighLevel, covering troubleshooting steps for devices, network connections, and software configurations. What is Bad Call Quality? Low call quality in HighLevel can negatively affect customer interactions, reduce agent efficiency, and hinder […]
This article will guide you through creating and using Call Scripts within the HighLevel’s Web Dialer. Call Scripts enable agents to maintain consistency and efficiency by following a predefined script during calls—ensuring clear messaging without the hassle of switching tabs or looking for notes. What is Call Scripts? Call Scripts is a feature within the […]
What is Google Postmaster Tools? Google Postmaster Tools is a free resource that offers valuable insights into email deliverability, particularly for messages sent to Gmail recipients. It provides data on key metrics like domain and IP reputation, spam complaints, and the effectiveness of authentication protocols (SPF, DKIM, and DMARC). By leveraging this tool, senders can […]
This article guides you through managing the default unsubscribe links in LC Email to help you stay compliant with email regulations and provide a smoother experience for your contacts. You’ll discover how to configure the default unsubscribe settings in your HighLevel and how to manually insert the link using a tag. What is an Unsubscribe […]
What Are Custom Unsubscribe Links? Custom unsubscribe links are branded opt-out options included in marketing emails, enabling recipients to unsubscribe from future messages in a way that reflects your brand identity. Unlike standard unsubscribe links that typically lead to a generic confirmation page, custom links allow you to tailor the entire experience. Key Benefits of […]