Volie 15: Bulk Updates

In today’s Volie 15, Peter and Jake walk through a highly requested enhancement to the Appointment Dashboard: bulk status updates. This new feature makes it faster and easier for BDCs, managers, and teams handling high appointment volumes to reconcile shown and no-show appointments in just a few clicks.

Peter walks through how bulk updates work, where to find them, and how they impact reporting. The episode also addresses common questions around appointment matching logic, CRM limitations, export options, sales vs. service workflows, and more.