What matters
A booking indicates that a next conversation or visit was agreed. Track it separately from attendance and outcomes so a full calendar does not conceal canceled appointments or unresolved requests.
Put it into practice
- Define the booking event
- Record changes and cancellations
- Connect attendance to the opportunity
An example in practice
A quote visit is scheduled, then canceled. The pipeline keeps the scheduling history and updates the current state instead of counting the visit as completed.
What to track
Track bookings, attendance and outcomes separately.