The appointment scheduler is a powerful feature that allows you to easily manage your appointments online. Once enabled on your Facility, you can set your hours of operation, appointment duration, and any breaks in the schedule. Customers can use a custom link provided by the software to book appointments, and the system automatically handles the appointment creation process.
To book an appointment, Customers simply select the day and time that suits them, enter their name, email, and phone number, and submit the form. The software creates an appointment in the system and also generates a related Sales Order. If the Customer is new, the system automatically creates a new Customer record using the email address provided. If the email matches an existing customer record, the system simply assigns the appointment to the existing record.
After the appointment is created, the system triggers the sales order Questionnaire to the customer's email address. The Questionnaire includes standard fields that you've enabled for them to see/edit, as well as any Custom Fields that you've created. This Questionnaire helps to gather more information from the Customer that might be needed for the Sales Order.
The Questionnaire response is automatically updated in the customer record and the related sales order. This allows you to quickly and easily access all of the information that you need to provide your services to the customer. The Questionnaire is fully customizable, so you can add or remove questions as necessary to fit your business needs.
