--- title: Reviewing appointment attendance rate description: Track appointment outcomes and cancellation trends to boost team performance and scheduling success --- [Skip to content](https://helpdesk.inveloapp.com/reviewing-appointment-attendance-rate#main-content) English Show submenu for translations ![Invelo square logo-1.png\]](https://helpdesk.inveloapp.com/hs-fs/hubfs/Invelo%20square%20logo-1.png?height=40&name=Invelo%20square%20logo-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Visit inveloapp.com](https://inveloapp.com/) [Visit inveloapp.com](https://inveloapp.com/) Advice and answers from the Invelo Team - There are no suggestions because the search field is empty. 1. [Invelo's Help Desk](https://helpdesk.inveloapp.com/?hsLang=en) 2. [Analytics](https://helpdesk.inveloapp.com/analytics?hsLang=en) 3. [Lead Analytics](https://helpdesk.inveloapp.com/analytics?hsLang=en#lead-analytics) # Reviewing appointment attendance rate ## Track appointment outcomes and cancellation trends to boost team performance and scheduling success Understanding how appointments perform is key to optimizing your lead conversion process. In Invelo, you can easily monitor appointment activity at the team level—including how many were set, attended, canceled, or still open. With detailed tracking and cancellation rate insights, you can identify attendance patterns, spot issues early, and refine your team's scheduling strategy for better results. ### How to review appointment attendance metrics In your **Pipeline Insights** or **Team Performance** dashboards, you’ll find a breakdown of appointment activity per team member. These metrics include: - **Total appointments set** – The total number of appointments scheduled by the team member. - **Open appointments** – Appointments that are upcoming or have not yet been marked as attended or canceled. - **Attended appointments** – Appointments that were successfully completed. - **Canceled appointments** – Appointments that were canceled by the lead or team member. - **Cancellation rate** – The percentage of canceled appointments out of the total set, giving you a quick measure of scheduling reliability. These numbers are automatically updated as appointments are created and updated in the system. ### Where to get appointment attendance data Appointment attendance data is recorded when you schedule an appointment as a task linked to an individual property record in the system. To ensure accurate tracking, make sure the appointment is created directly under the **Tasks** tab for that specific property. From there, you can monitor and update the status of the appointment (e.g., attended, completed, cancelled), which contributes to your attendance tracking and reporting. **To add an appointment on a property record: ** 1. Navigate to the single property record for the address you want to add an appointment to. ![Screenshot 2025-06-10 at 10.57.47 AM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-06-10%20at%2010.57.47%20AM.png?width=600&height=314&name=Screenshot%202025-06-10%20at%2010.57.47%20AM.png) 2. Within the property record, find and select the **Activities** section. ![Screenshot 2025-06-10 at 11.00.11 AM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-06-10%20at%2011.00.11%20AM.png?width=600&height=367&name=Screenshot%202025-06-10%20at%2011.00.11%20AM.png) 3. From the **Activities** section, choose **Tasks**, then select **Appointment**. ![Screenshot 2025-06-10 at 11.05.58 AM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-06-10%20at%2011.05.58%20AM.png?width=600&height=367&name=Screenshot%202025-06-10%20at%2011.05.58%20AM.png) 4. Fill in all the necessary details for the appointment, and then click **Save**. ![Screenshot 2025-06-10 at 11.10.57 AM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-06-10%20at%2011.10.57%20AM.png?width=600&height=540&name=Screenshot%202025-06-10%20at%2011.10.57%20AM.png) **To add an appointment result on the property record: ** 1. From the simple property record, head to the **Activities** section. ![Screenshot 2025-06-10 at 11.00.11 AM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-06-10%20at%2011.00.11%20AM.png?width=600&height=367&name=Screenshot%202025-06-10%20at%2011.00.11%20AM.png) 2. Look under **Upcoming** activities to locate the specific appointment you want to update. ![Screenshot 2025-06-10 at 11.13.55 AM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-06-10%20at%2011.13.55%20AM.png?width=600&height=365&name=Screenshot%202025-06-10%20at%2011.13.55%20AM.png) 3. Click on the appointment, then simply select its new status: **Open**, **Completed**, or **Cancelled**. ![Screenshot 2025-06-10 at 11.14.54 AM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-06-10%20at%2011.14.54%20AM.png?width=600&height=670&name=Screenshot%202025-06-10%20at%2011.14.54%20AM.png) 4. Don't forget to click **Save** to finalize the update! ### Why appointment attendance matters Tracking attendance helps you: - **Spot scheduling issues** (e.g., leads consistently canceling or no-shows). - **Identify top performers** who set and complete high volumes of quality appointments. - **Improve lead nurturing** by adjusting timing or communication style if certain lead types have higher no-show rates. - **Refine your strategy** by analyzing trends—such as which days or time slots result in better attendance. ### **Need help?** If you’d like assistance interpreting your appointment data or adjusting your scheduling workflow in Invelo, feel free to reach out to our support team via the in-app chat or send them an email at [support@inveloapp.com](mailto:support@inveloapp.com). - [Getting Started](https://helpdesk.inveloapp.com/getting-started?hsLang=en#main-content) - [Welcome Series](https://helpdesk.inveloapp.com/getting-started?hsLang=en#welcome-series) - [Onboarding & White Glove Migration](https://helpdesk.inveloapp.com/getting-started?hsLang=en#onboarding-white-glove-migration) - 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