> ## Documentation Index
> Fetch the complete documentation index at: https://help.avoca.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Coach Unbooked Call Reasons List

> **Goal**: To showcase how Avoca determines *why* calls are unbooked. Also review [Navigating the Coach Dashboard](/Navigating-the-Coach-Dashboard-2cef2b56d4d580c5b3fed201f3345655) article for more context.

**Read Time**: 5 mins

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## Unbooked Call Reasons:

| **Title**                                                              | **Description**                                                                                                                                                                                               |
| :--------------------------------------------------------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Quote or Estimate Visit Scheduled, No Service Appointment Booked       | The customer agreed to a visit for a quote or estimate only and did not commit to scheduling the actual service. The technician will provide a quote, after which the customer may decide whether to proceed. |
| Membership Renewal Declined, No Service Requested                      | The customer declined to renew or extend a membership or service plan and did not request any service, appointment, or cancellation during the call.                                                          |
| Placed in Callback Queue, No Agreement to Schedule or Callback         | The customer was placed in a callback queue but did not explicitly request or agree to a callback or confirm any next steps.                                                                                  |
| Prioritization or Escalation Request for Existing Appointment          | The caller requested prioritization or escalation for an existing appointment but did not book, reschedule, or confirm a new appointment.                                                                     |
| Customer Unavailable, No Agreement to Schedule or Callback             | The customer was unavailable to proceed and did not agree to a callback or commit to any next steps.                                                                                                          |
| Outbound Informational or Promotional Message, No Customer Interaction | The call consisted only of an outbound informational or promotional message with no customer interaction or booking attempt.                                                                                  |
| Company Document Request Only, No Service Scheduled                    | The caller requested company documentation (e.g., certificate of insurance, license) and did not discuss or schedule any service.                                                                             |
| Pending Paperwork Completion Before Booking                            | Required paperwork must be completed and returned before a membership or service appointment can be finalized.                                                                                                |
| Opted to Resolve Issue Independently                                   | The customer chose to resolve the issue themselves rather than scheduling service.                                                                                                                            |
| Customer Opted to Contact Internal Company Representative              | The customer declined scheduling and chose to contact another internal company representative or manager.                                                                                                     |
| Caller No Longer Associated with Property                              | The caller is no longer responsible for the property and requested removal from contact or notifications.                                                                                                     |
| Multiple Estimates Required by Policy                                  | The customer or organization requires multiple estimates before approving service scheduling.                                                                                                                 |
| Customer Declined Due to Required Credential or Certification          | The customer required credentials or certifications the company does not possess and declined to proceed.                                                                                                     |
| Credit or Refund Opted Instead of Booking                              | The customer chose a credit, refund, or account adjustment instead of scheduling service.                                                                                                                     |
| Advised to Use Online Form to Schedule                                 | The caller was instructed to submit the request or schedule via an online form or portal.                                                                                                                     |
| Awaiting Contract Review Before Booking                                | A contract must be reviewed and approved before the company can proceed with scheduling.                                                                                                                      |
| Work Request Only, No Appointment Scheduled                            | The call involved a request for work, but no formal appointment was scheduled.                                                                                                                                |
| Awaiting Down Payment Before Booking                                   | An invoice and required down payment must be received before scheduling the appointment.                                                                                                                      |
| Awaiting Company Follow-Up to Schedule Appointment                     | The company must follow up to confirm details before scheduling; no date or time was set.                                                                                                                     |
| Cancellation with Intent to Reschedule, No New Date Set                | An existing appointment was canceled, and the customer expressed intent to reschedule later without selecting a new date.                                                                                     |
| Awaiting Company-Generated Quote or Task Before Booking                | A quote, task, or invoice must be created before the customer can proceed with scheduling.                                                                                                                    |
| Booking Prevented Due to Existing Open Ticket                          | An existing open ticket or appointment prevents duplicate or overlapping bookings.                                                                                                                            |
| Estimate Accepted, No Appointment Scheduled                            | The customer accepted an estimate, but no appointment date or time was scheduled.                                                                                                                             |
| Cancellation Request Only, No New Booking                              | The caller canceled an appointment and did not request rescheduling or new service.                                                                                                                           |
| Required Communication Channel Not Provided                            | A required communication method (e.g., email or portal) was unavailable to proceed with booking.                                                                                                              |
| Required Company Document Not Provided                                 | The company has not yet provided documentation required by the customer to proceed.                                                                                                                           |
| Opted to Schedule In-Person with Technician                            | The customer declined to schedule during the call and plans to arrange service directly with a technician.                                                                                                    |
| Customer Declined Callback, No Appointment Scheduled                   | The customer declined a callback and no appointment was scheduled.                                                                                                                                            |
| Account Hold or Restriction Prevented Booking                          | An account hold or internal restriction prevented scheduling.                                                                                                                                                 |
| Company Refused Service Request                                        | The company declined the service request for internal or unspecified reasons.                                                                                                                                 |
| Service Refused Due to Adversarial Behavior                            | Service was declined due to adversarial, contentious, or disrespectful customer behavior.                                                                                                                     |
| Pending Financing Application Before Booking                           | Financing approval is required before the appointment can be scheduled.                                                                                                                                       |
| Agent Unable to Finalize Booking                                       | The agent was unable to complete the booking for an unspecified reason, and no callback or appointment was set.                                                                                               |
| Company Policy Restriction on Service Eligibility                      | Company policy restricts service eligibility based on internal criteria (e.g., equipment age or installation origin).                                                                                         |
