How to Use the Appointment Scheduler

What is the Soffront Appointment Scheduler?

The Soffront appointment scheduler is your own personal and shareable calendar link. It is online and available 24/7. You can share the link with potential clients using email and text messaging.

Your potential clients use the link to choose a time that works for them and directly schedule the appointment in your calendar.

If you are familiar with tools such as Calendly and Acuity, you would feel at home with our appointment scheduler. It is included with your Soffront account at no extra cost.

Why do you need it?

• Automate the appointment process and save your time going back and forth to set an appointment. Simply share your scheduler link and let potential clients set the appointment themselves.
• Keep your schedule organized by setting your availability. Potential clients can only pick time slots based on your availability.
• Be prepared for the appointment by collecting crucial information when the appointment is scheduled.

How does it work?

Setup

• Define your appointment type and availability. You can have more than one types and availability. If you have more than one, your clients will pick a type while booking the appointment.
  
• Specify the intake form. The intake form is the information you’d like to ask your potential clients while scheduling the appointment.

Using the Scheduler

• Add your scheduler link to your emails or text messages. You can also include it in your email signature.
• Appointments scheduled by your potential clients will be directly added to your Soffront calendar.
• If you have setup the calendar integration with GSuite/Office365, the appointment will be added to your GSuite/Office365 calendar.

Setting Up Your Scheduler

1. To set up your scheduler, go to Settings → My Settings → Click My Scheduler.

2. The Appointment Info section is used to specify the appointment name that your potential contacts will see, the location, duration and description of the appointment.

You can also specify a minimum advance notice. Your potential clients will not be able to schedule within the notice period.

3. The next section is to specify your availability. The My Availability section lets you choose your available hours for the 7 days in the week. Your potential clients will be able to schedule appointments only within these hours. The default timing is 8 AM to 5 PM from Monday to Friday, but you can change it as per your requirement.

4. The next section is to specify the Intake Form. Your potential clients will need to submit the intake form to schedule the appointment.

5. By default, the first and last names and the email addresses are mandatory information in the intake form. You can add other fields such as company or phone number by clicking the Add Another Field link.

In case you have multiple Active workflow configured for Accounts object, there will be a section to specify the workflow and status wherein the lead would get created.

Values of Status field depending upon the selected Workflow.

6. The Submit Button Label lets you change the display label of the submit button for your potential clients to see when they schedule the appointment.

7. The Define Your Thank You Message field lets you define the message your potential clients will see after they submit the appointment request.

8. After you Save the setup, Soffront will generate a personal and unique scheduler link.

9. Click the Copy to my clipboard icon to copy the link to your clipboard.

Using Your Scheduler Link

1. To insert your scheduler link into your email signature, edit your signature and click the Scheduler icon.

2. To insert your scheduler link into sales templates, edit your template and click the Scheduler icon.