📖How to Book
The word appointment comes from an old French word meaning "arrange, settle, place." Well, who cares what the French are doing when making appointments? You are here to learn how to book a lead the "American" in your LMS and you came to the right place!
In your LMS, there are 2 primary ways you can book an appointment. Depending on the way you prefer to engage leads, one of these ways will be more convenient than the other.
Conversations Tab
Go to the Conversations tab and find the lead you want to book. Learn more on how to do this by clicking here!
Once you find the lead and select it, go to the far right column of your screen.
This is where you can do many actions with a lead, but we are trying to book the lead so go to the bottom of the column.
Click on the orange "Book Appointment" button to open the scheduling window.
Go to the Scheduling window sections below to learn what to do next.
Individual Contact
Get to the individual contact level of the lead you are trying to book. Learn more on how to do this by clicking here!
Once inside, go to the far right column on your screen.
You will see 4 tabs near the top of that column. You want to click the one that says "Appointment".
Here you can see any appointment booked with the lead, if any.
If you want to book an appointment, look for the plus symbol and words in blue "Add new" and click on it.
That will open the scheduling window and you can learn more about that in the section below.
Scheduling Window
Once you've got this window open, you should be seeing a screen like below.
Let's start on the left side of the screen! This is where you can set up all the appointment details. There are 3 sections here that you should be aware of when setting an appointment.
Calendar
When you click on this bar, a drop-down with all your calendars will be there.
Select the correct calendar you want to be setting on by clicking on the appropriate one.
Team Member
Depending on how the calendar is set up, you can round-robin the appointment or assign it yourself here.
If you want to round-robin the appointment, leave the team member on "Calendar Default"
If you want to assign it to yourself or someone else on your team, click the bar and a drop-down will appear.
Look for the name you want to assign this appointment to and click on it when done.
Date and Slot
Click on the bar you want to change and a drop-down will appear.
For the date bar, a calendar with all the days in that month will appear.
For the slot bar, all the times you have open on that day will be shown for you to pick from.
Once you find the correct date or time in the drop-down, click on it for desired value to be selected.
For the appointment title, depending on how your calendar is set up the title will auto-populate or you can add it here.
On the right side, there are a few things to keep in mind here as well.
Contact
Before you save the book the appointment, you can see the time you are booking the appointment in the lead's timezone.
This is useful when you are booking leads that may be in a different timezone than your account's default timezone.
Canceling
You can click on the "X" icon to cancel out of this window or click anywhere on your screen that isn't the Scheduling screen.
Save the Appointment
On the bottom right, you will see a blue "Book Appointment" button.
By clicking this you will be saving the appointment details you've filled out and setting the lead on the retrospective calendar.
Don't forget to click on the "Book Appointment" button to save the appointment!
If you are interested in learning a little bit more about the booking process, check out the video below!
There are a few ways to book a lead in the mobile app. We'll be walking you through each here.
Quick Action Button ⚡
This probably is the quickest way to book a lead. The button can be found on the bottom right of your screen virtually anywhere you go in the app. There will be a lightning bolt icon on it.
A window with actions will appear after tapping on the quick action button.
You want to tap on the Book Appointment action. After that, the scheduling page will open. Learn more about this page below!
Calendar Tab
Once inside the calendar tab, you are looking for the button with a plus symbol on it. It should be on the bottom right of your screen.
Taping on the button will open a small window asking you if you want to schedule an appointment or block out your calendar. You should tap on "Schedule Appointment".
After that, the scheduling page will open. Learn more about this page below!
Contact Section
If you want to learn how to get this section, learn more about it here!
Once inside the contact section, go to the top right of your screen and tap on the word Appointment.
This screen will show you any appointments this lead may have or did in the past.
To book a new appointment, tap on the button with a plus on the bottom right of your screen.
This will open the scheduling page, to find out more by clicking here or scroll down a little.
Scheduling Page
In the scheduling page there are few things your should know about to be able to correctly book a leads.
Calendar
This bar will allow you to set the appointment on any calendar you want in your LMS. Just make sure you select the correct in that tab.
Team Member
Depending on how your calendar is set up you, you can round robin or select a specific team member for assign the appointment to.
If you want to round robin the appointment then leave it on "Calendar Default".
If you want to assign to someone specific, tap on the bar and a tab will appear with all the users you can chose from.
Date and Slot
Tap on the date bar and a calendar should appear.
You can select the day you want to book this lead on by tapping on that day.
Tap on the slot bar and all your available times will appear.
Tap on the time you want to book them for that value to populate.
Appointment Title
The title for this appointment will auto-populate once you save the appointment if you have your calendar set up to do this.
If you don't, add a title here for your appointment with this lead.
Don't forget to tap the word save on the top right to lock in the appointment!
If you are interested in learn more then some book knowledge, than watch this video to gain some street smarts too!
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