
Create excel tabel
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£15(approx. $20)
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♛ UK Chartered Accountant | Excel Expert | Tax Specialist | Financial Modeling & Forecasting | Bookkeeper


SEO Specialist, Technical SEO, Local SEO and Organic Traffic Recovery since 2019


11488101121642371308527012065919132533676887637135213531155581320583331194630588889951596683
Description
Experience Level: Entry
Create an excel table of client who fail to attend their appointment, the contact attempts we have made and if they have successfully attended or not.
columns
Name
Reference
WNB date
contact 1 email AND whatsapp date - go orange when 1 day after wnb date to indicate this is due.
Contact 2 email (4 days after contact 1) - go orange to indicate due
Contact 3 phone (4 days after contact 2) - go orange to indicate due
contact 4 email (4 days after contact 3) - go orange to indicate due
Taks to dentist ((4 days after contact 4) - go orange to indicate due)
Dentist response: (low/high risk)
Known safeguarding concern: no/yes - if yes go red
WNB champion tasked (low risk) date: go pink
Safeguard lead tasked on date (high risk):
Safeguard lead response (go orange 4 days after notification date) refer go red /no-refer - go pink
OUTCOME
reason for WNB
Rebooked date:
Appt attended (go orange on rebooked date) yes/no - if yes and no in known safeguarding concern than hide entire row.
columns
Name
Reference
WNB date
contact 1 email AND whatsapp date - go orange when 1 day after wnb date to indicate this is due.
Contact 2 email (4 days after contact 1) - go orange to indicate due
Contact 3 phone (4 days after contact 2) - go orange to indicate due
contact 4 email (4 days after contact 3) - go orange to indicate due
Taks to dentist ((4 days after contact 4) - go orange to indicate due)
Dentist response: (low/high risk)
Known safeguarding concern: no/yes - if yes go red
WNB champion tasked (low risk) date: go pink
Safeguard lead tasked on date (high risk):
Safeguard lead response (go orange 4 days after notification date) refer go red /no-refer - go pink
OUTCOME
reason for WNB
Rebooked date:
Appt attended (go orange on rebooked date) yes/no - if yes and no in known safeguarding concern than hide entire row.
Nikesh C.
100% (36)Projects Completed
49
Freelancers worked with
44
Projects awarded
45%
Last project
30 Aug 2026
United Kingdom
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Hi Nikesh,
When do you want this project to be done?
Thanks,
Asif
1161210
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