{"id":175,"date":"2018-12-27T06:21:39","date_gmt":"2018-12-27T06:21:39","guid":{"rendered":"http:\/\/wd3.teracet.com\/?page_id=175"},"modified":"2018-12-27T06:21:40","modified_gmt":"2018-12-27T06:21:40","slug":"client-communications","status":"publish","type":"page","link":"https:\/\/teracet.com\/active-agenda\/support\/user-guide\/client-communications\/","title":{"rendered":"Client communications"},"content":{"rendered":"\n

Often there are communications (phone calls, in person conversations etc) between your organization and a client prior to an appointment, most commonly to remind the client and\/or confirm the appointment. Client Communications (will be shortened to simply \u201cCommunications\u201d for the remainder of this document) provides an easy, systematic way of entering and tracking this information.<\/p>\n\n\n\n

The Communications system allows your organization to track communications with clients including:<\/p>\n\n\n\n

  1. When it occurred<\/li>
  2. With which staff member<\/li>
  3. The Status<\/strong> (confirmed, canceled, etc)<\/li>
  4. Any other additional info staff may choose to add<\/li><\/ol>\n\n\n\n

    Note:<\/strong> An Communications doesn’t need to be associated with an appointment. You can use the system to track any communication between your organization and a client by navigating to the client record and clicking the “Communications” tab.<\/p>\n\n\n\n

    The system can be used with any client appointment by opening the Communications dialog box by the appointment context menu (right click) or by opening the appointment and clicking “Communications\u2026”.<\/p>\n\n\n\n

    \"\"<\/figure><\/div>\n\n\n\n

    To add an Communication you simply click \u201cNew Communication\u2026\u201d and provide the following:<\/p>\n\n\n\n

    1. Select the Client the Communication occurred with (the first\/only client will be selected automatically) <\/li>
    2. Select the Communication type from the drop down menu:
      1. Telephone TO Client <\/li>
      2. Telephone FROM Client <\/li>
      3. In Person <\/li>
      4. Email TO Client <\/li>
      5. Email FROM Client <\/li><\/ol><\/li>
      6. Optionally set the Result. Which Results are options depends on the communication type you select, for example \u201cTelephone TO Client\u201d has the Result options:
        1. Answered <\/li>
        2. No Answer <\/li>
        3. Left Message <\/li>
        4. Other <\/li><\/ol><\/li>
        5. Optionally select the Status<\/strong> (more on this below). Statuses can be customized but by default there is :
          1. Confirmed <\/li>
          2. Left Message <\/li>
          3. Canceled <\/li>
          4. Rescheduled <\/li><\/ol><\/li>
          5. Optionally set the time the communication occurred and with which staff member. This will default occurring at the current time with you (the logged in account). <\/li>
          6. Optionally add any notes about the communication <\/li>
          7. Optionally check “Append a text copy of this communication to the Appointment’s description”. This will append a short note detailing this communication into the appointment’s description so other staff don’t need to open this communication to see the details. <\/li>
          8. Click \u201cOK\u201d<\/li><\/ol>\n\n\n\n
            \"\"<\/figure><\/div>\n\n\n\n

            The newly created communication will appear in the communications dialog box, you can double click the communication entry to open it for viewing or modification.<\/p>\n\n\n\n

            A Communications tab has been added to the client record that enables you to:<\/p>\n\n\n\n

            1. View all communications between your organization and that client\n<\/li>
            2. Add new communications that are not associated with any appointment\n<\/li><\/ol>\n","protected":false},"excerpt":{"rendered":"

              Often there are communications (phone calls, in person conversations etc) between your organization and a client prior to an appointment, most commonly to remind the client and\/or confirm the appointment. Client Communications (will be shortened to simply \u201cCommunications\u201d for the remainder of this document) provides an easy, systematic way of entering and tracking this information. […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":72,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/pages\/175"}],"collection":[{"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/comments?post=175"}],"version-history":[{"count":1,"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/pages\/175\/revisions"}],"predecessor-version":[{"id":178,"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/pages\/175\/revisions\/178"}],"up":[{"embeddable":true,"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/pages\/72"}],"wp:attachment":[{"href":"https:\/\/teracet.com\/active-agenda\/wp-json\/wp\/v2\/media?parent=175"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}