SOP Update – Schedule Booking Tracker to be filled

 We will begin maintaining entries in the Schedule Booking Tracker.

Purpose:
To maintain a day-wise record of all scheduled bookings with the required details captured in the designated columns, ensuring better visibility and tracking.

Tracker- Schedule booking Tracker.xlsx 

Process to Follow:

• All team members working on end-to-end schedule bookings across morning, evening, and night shifts must ensure that every scheduled booking is recorded in the tracker.
• Please ensure that all required columns in the file are filled accurately for each entry.

Note:

• Advisors may use Meeting AUX status while working on schedule bookings, provided that sufficient advisors remain available to manage incoming queries.