Appointment Center Manager only · Appointment Center · Catcher / Smart scheduling / 6 Roles
Open slots are inventory. Wrong specialist in a slot is a wasted lead.
The board is not a suggestion. Catchers run schedule reviews so the right sales and service people have the right windows. Booking a roof lead onto a siding-only day is how conversion looks fine and revenue dies.
A lead issued to the wrong person is an Appointment Center defect, not a sales problem.
Appt Center
Tactics by seat
Appointment Center Manager
- Weekly schedule review with Sales: who can run what, where, and when. Update the board the same day.
- Never hide an empty afternoon. Empty inventory is a Hunter/Recycler/Surfer/Perennial assignment, not a coffee break.