The Recall list will help you to identify clients that have not attended an appointment during a defined period of time.

If a client has not attended during a certain period of time, they could be a missed income opportunity and could be re-contacted to see if they need further treatment or a follow-up.

To access the Recall List, open the main menu and select Recall List.

To customise the Recall List you have the option to specify two dates, along with various filters:



When entering dates, the From field (1) specifies the start of the period of attendance, whilst the To field (2) specifies the end of the period of attendance.



Clients that attended an appointment during the two dates specified, but DIDN'T attend an appointment between the To date (2) and TODAY, and who don't have any future appointments booked, are listed in the view.

If you'd like to export the list of clients, for example into an email marketing tool like Mailchimp or Constant Contact, you can export to either excel or CSV at the foot of the page.
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