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Once your scheduler is live, use these pages to see what’s working.

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See how it’s doing

Open Products → Simple Scheduler → Overview. Pick a scheduler and a date range. Below the cards, charts show where people drop off, which services they ask for, and which sources send the most traffic. The Google Ads tab shows the same for visitors who came from your ads.

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Follow up on people who didn’t book

Open Customer Details. It lists everyone who gave you their contact info, whether they booked or left.
  1. Use the filters at the top to narrow by status, source, or follow-up.
  2. Search by name, email, phone or address.
  3. For each person, choose a follow-up status: Contacted, Recovered, or Not a Lead.
  4. Select Export CSV to take the list into a spreadsheet.
Not a Lead takes someone out of your conversion numbers, so use it for spam and tests.

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Text people who leave before booking

When someone enters their phone number and leaves without booking, Avoca can add them to Speed to Lead. Speed to Lead reaches out to them by text to help them finish booking, so you don’t have to chase each one. To turn this on, ask your Avoca team to set up the Simple Scheduler Dropoff source in Speed to Lead.

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Track where bookings come from

Open Links.
1

Add your website

On the Tracking tab, enter your website address. Avoca uses it to build links that open your scheduler on your site.
2

Choose a default campaign

Pick a campaign in Default Campaign and select Save. Any booking without a more specific link uses it.
3

Make a link for each source

Select Create link in the links table. Give it a name, then fill in the UTM values and pick the campaign it should count toward.Use short, simple values like google, email or spring-offer. Don’t paste a full web address into a value.Select Embed instructions to get the code for your site, or use the test button to check which campaign a link will match.
4

Make a short link to share

On the Links tab, select Create Link to make a short link, then copy it.

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Get alerted

  • Employee emails: in Business Info → Employee Contacts, turn on Scheduler emails for anyone who should be emailed when the scheduler books or changes an appointment.
  • Drop-off emails: in your email notification settings, turn on Send emails for scheduler dropoffs.

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More options

On Overview, select a visit to see each step the customer went through, with a time and result for each: success, warning, error or skipped. It shows how the service was matched, which times were offered, and whether the booking reached your CRM.If it says some times were found “before filtering”, your CRM returned those times but your lead time, cutoff or capacity rules removed them.
Customer Details loads only the most recent 5,000 visits, so on a busy account its counts can trail the Overview tab.