Office Console
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Office Console
Book visits, see the calendar, chase dispositions
Signed in as Marissa Bawcum
Book a visit
Calendar
Dispositions
0
New visit
Schedule a home visit
Pick a client and rep, choose a time, and book. The rep gets a text — no GHL login needed.
Client
Select a client from the list on the left.
Assignment
Assigned rep
*
Select a rep…
Service
Choose a service…
Duration
30 minutes
1 hour
1.5 hours
When & where
Date
*
Start time
*
Open slots load when you pick a date.
Booked by
—
Who took this booking — stamps the appointment owner.
Visit address
Prefilled from the client record — edit if the visit is somewhere else.
Notes for the rep
Dispatch ticket
Not booked
When
—
Client
—
Rep
—
Service
—
Where
—
On booking: added to the dispatch calendar, rep texted, client confirmed.
Book visit
Discard
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Week
Today
Dispositions
—
Appointments
Reps
All appointments
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—
—
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Send this to the rep
—
·
—
· booked by
—
Text the link
Copy
—
Pick an answer
Press
1
–
9
to answer ·
Enter
to continue ·
Esc
to go back