Online Appointment Scheduling
Scheduling appointments for customers and prospects can be a daunting task for any growing business. Due to popular demand, we’re excited to announce a new online appointment scheduling tool in Agile CRM. The interactive tool lets you put an appointment calendar on your site or app. Leads and customers then choose from open time slots. It’s that easy. Plus, sales pros will love this aspect of the feature: you can now integrate appointment/calendar invites into automated campaigns in Agile!
Putting your calendar online with real-time availability listings is a simple and effective way to boost customer trust and loyalty while at the same time managing your sales team’s schedule more efficiently. Whether you’re a SaaS company scheduling demos for prospects, an eCommerce brand setting up appointments for customer discussions about customization options, a startup offering appointments for meetings about potential integrations, or an innovative business doing something else entirely, this new tool is an easy way to put a face to your company and schedule meetings with your hottest leads, without wasting time on hundreds of back-and-forth calls and emails.
Getting up and running with Agile CRM’s new appointment scheduling software is a simple process:
- Manage time slots – Choose available dates and times, and the appointment lengths (for example, you might want to offer shorter appointments, such as 5 or 15 minute-long slots, as well as longer time slots).
- Invite customers to pick a time – Since Agile is a CRM with full marketing automation capabilities, there are three different ways to encourage customer engagement with your new online calendar: (1) Manually send a particular customer an appointment scheduling link and let them choose from available dates and times; (2) Send calendar invites automatically, as an action/node in Agile’s campaign feature; (3) Simply encourage customers to sign up online while they’re browsing your site or app – you can even use web grabbers to encourage signup!
- Assign a team member – Agile’s appointment scheduling tool automatically adjusts for different time zones. Once a customer has requested an appointment, simply note their requested date and time, and the requested length of appointment, then assign the best team member for the job.
- Pull contact info – Ask your customers to provide contact info, such as phone number, Skype ID and email address, when they request an appointment. Then you’ll have the info in Agile so you can be sure never to miss an appointment.
Check out the appointment scheduling page for detailed info about setting up this innovative new feature. We also recommend syncing your Agile and Google Calendars to ensure that your online appointment scheduling calendar is always up to date.
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10 Comments
Nick Martin
about 9 years agoThis is a really nicely integrated feature! What would make it even more powerful would be allowing leads to select their own time zone which would then show the available booking slots in their own times. Makes is much easier for people to book and almost eliminates the trouble of syncing timezones where most meetings are lost.
ReplyManohar Chapalamadugu
about 9 years agoWe've heard your feedback and got that done by our Dev team. Your leads can now select their own time zone while booking slots. Thanks for the suggestion!
ReplyMichael Richard
about 9 years agoLove Agile CRM - and this is one of the many reasons why I do. One thing that I would love, would be the ability to embed the actual online scheduler into the site, so that the prospective client doesn't click on a link - they can just fill in the info on whichever website that they are already on. That - and the ability to customize the time slot lengths. Maybe even depending on the tag that the contact has? Anyway - great work! Keep it up!
ReplyNick Ryan
about 8 years agoThis would be a great feature if I could either: a) Sync it with my Outlook calendar and not just my Google calendar b) Choose which one of my Google calendars Agile syncs with. Without this, it is sadly no use to me as Google isn't my default calendar. Such a pity as i actually haven't yet found any other aspects of Agile that I would change.
ReplyAsh
about 8 years agoThank you for creating this scheduling app. I'm integrating it onto my website. Unfortunately, I'm not able to find a setting that allows me to choose what information I want to receive from the contact when they're scheduling an appointment. The default settings require the client to provide their name, and email, and allow them to optionally put their phone number in the notes field. I need their phone number to be a required field. Can you direct me on how I can change the contact fields on the appointment scheduler? Thank you.
ReplyRadhika Roy
about 8 years agoHi Ash, as of now, the phone number needs to be captured in the notes itself, it is not available as a required field and the form is not customizable. Would request you to put your requirement in the uservoice (https://agilecrmcom.uservoice.com/) and based on the votes, we will take this up for our product roadmap.
ReplyNC
about 8 years agoHow do the screen shots on this page show a phone number field of the online scheduling tool? That does not appear on the actual scheduling tool. Are the screenshots depicting an upcoming feature or is there some trick to adding fields to the scheduling tool?
ReplyChandan K. Jilukara
about 8 years agoHi Nonya, we had phone number field in earlier versions. Based on user requests, we have now given the users the power to decide what information they want to collect from their customers, be it the mobile number, Skype ID and so on.
Replyscheduling app
about 8 years agoThis is a really informative article feature Appointment scheduling software allows you to add the events to your Agile or Google calendars and stay notified about open and booked appointments automatically.
Replyswathi
about 7 years agoGreat stuff...Thanks for sharing
Reply