Manual Confirmation of Appointments

Calendar, Calendar Settings No Comments

Before diving into the specifics, it’s important to understand the overall process of manual appointment confirmation within the CRM. This method involves several key steps, from disabling auto-confirmation to manually approving each appointment request.

Disabling Auto-Confirmation

  • Navigate to the calendar setup within the CRM.
  • Proceed to the third step of the setup process.
  • Locate the option for auto-confirming appointments and ensure it is turned off.

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By disabling auto-confirmation, you retain control over which appointments are approved, allowing for a review of each request.

Utilizing Custom Forms for Detailed Information

  • Access the form builder section of the CRM

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  • Create or select a custom form to gather comprehensive information from leads.

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Custom forms can be used in conjunction with the booking widget to collect more than just basic contact details, enabling a thorough review of each appointment request.

Managing Appointment Requests

When a lead requests an appointment through the booking widget, the appointment will be marked as “action required” in the appointments tab. This indicates that the appointment needs to be manually confirmed.

Confirming Appointments

  1. Go to the appointments tab to view pending requests.
  2. Select an appointment marked as “action required.”
  3. Manually confirm the appointment by changing its status to confirmed.

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Setting Up Notification Triggers

To streamline the manual confirmation process, you can set up notification triggers within the CRM.

  1. Appointment Request Trigger: Set this trigger to notify you when an appointment status is new, indicating a pending request.
  2. Confirmation Trigger: Once you manually confirm an appointment, another trigger can automatically add the lead to the appointment reminder sequence and update the opportunity status.

Troubleshooting Tips and FAQs

I can’t find the option to disable auto-confirmation. What should I do?

  • Ensure you’re in the third step of the calendar setup process. If the issue persists, consult the CRM’s help documentation or contact support.

Can I manually confirm appointments scheduled by me?

  • Appointments scheduled directly by you within the CRM are automatically confirmed. Manual confirmation is primarily for appointments requested through the booking widget by leads.

How do I ensure I’m notified of new appointment requests?

  • Make sure you have set up the appointment request trigger correctly. Verify your notification settings within the CRM to ensure you’re alerted promptly.

Further Reading