Skip to main content

Booking Mode

Booking Mode is the public onboarding choice that tells Volv Analytics whether booking and attendance are a real part of your sales process.

Use this guide when you reach the Booking System step in onboarding.

Where this appears in onboarding​

In the onboarding wizard, this step appears after Role Assignment and before Reconciliation.

The step heading is Booking System, and it asks:

  • Yes, we use a booking system
  • No, we don't use a booking system

The helper text in the product gives this context:

  • Yes: teams using tools like Calendly, SavvyCal, or HubSpot Meetings and wanting to track booking and show-rate metrics
  • No: teams working mostly from outbound calling or ad-hoc meetings without needing formal booking metrics

How to choose​

Choose Yes, we use a booking system when scheduled meetings are part of your normal sales workflow and your team wants reporting based on booked meetings and attendance.

Choose No, we don't use a booking system when formal booking data is not a dependable part of how your team works or how you review performance.

What changes in reporting​

This choice matters because it affects whether booking-focused reporting is relevant for your workspace.

When Yes matches your process, Volv can show booking-related metrics that are already visible in customer-facing analytics, including:

  • Booked Calls
  • Setter Booking Rate
  • Show Up Rate

These appear as downstream analytics outcomes of having a real booking workflow, alongside your other dashboard metrics.

When No is the better fit, those booking-oriented metrics are not the right lens for understanding team performance.

Practical guidance​

  • Pick the option that matches how your team actually schedules sales calls today.
  • Choose Yes only if your booking data is real, consistent, and worth reporting on.
  • If your team mainly books informally, No is usually the more accurate choice.

Scope of this guide​

This guide only covers the visible Booking System onboarding step and the customer-facing reporting implications that follow from that choice.