Watch this 👀**step-by-step guide**
(Video Coming Soon)
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Follow these steps to adjust your appointment booking time frames.
MUST HAVE ADMIN PANEL ACCESS TO PROCEED
⚙️ Step 1: Log In to the Admin Panel
Go to InstantAutoSite Admin Panel.
Enter your credentials to access your account dashboard
📂 Step 2: Navigate to Reports
Click:
MARKETING → TASKS → RUN REPORTS
This will open your reporting dashboard.
💬 Step 3: Run the Text Report
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Select Text Report from the report options.
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Choose all desired shop locations.
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Select the date range you want to review.
- 💡 Tip for Accurate Reporting: Allow at least 2 weeks to pass after your selected end date.
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If your report ends on October 31st, wait until November 14th to run it.
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- 💡 Tip for Accurate Reporting: Allow at least 2 weeks to pass after your selected end date.
This ensures time for:
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Appointments to be completed
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Repair orders to close
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Revenue generated within 2 weeks after the call
to properly attribute back to the original call
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4. Click Submit
🎧 Step 4: Filter the Report
Once the report loads, you can filter the settings to target the slow day campaign.
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Filter by Type of Text → Select Customers
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Filter by Template Name → Select Slow Day
Click Apply Filters to refresh the results.
📥 Step 5: Download the Report
Click Download CSV to export the data.
📈 Result
Your report will include key performance data such as:
- Revenue generated
- Number of appointments booked
- Campaign engagement metrics
This allows you to measure the effectiveness of your text campaigns and make data-driven decisions.