Here are the new enhanced appointment features:
You can use this feature to set reminders for yourself and add them to your calendar, whether you use Google Calendar or Outlook, and send yourself a detailed reminder message. This is a great way to keep you on track following up with leads and prospects and customers, or just use it as a reminder for other business needs.
It’s also a great feature for creating an appointment with a contact, and not only sending them text and email reminder messages, but adding the meeting to your calendar so you can easily send a calendar invite to them with all your appointment details.
The appointment feature also integrates really well with external calendars like Calendly or Book like a Boss, or any of those tools where you have people booking appointments with you. Now you can flow that directly into CLOSEM.
So let's get started and take a look at how you would set this up.
1. Go to a Contact detail.
2. Click on Schedule an Appointment
3. Set your date and time
4. Select meeting duration
5. Give your meeting a title, in this example "Present Proposal"
6. Click on location - can be physical, or "by phone" or Zoom, or Meet...
7. In this case, I've added a Zoom link
8. Add any meeting notes.
9. To add a reminder message for yourself, click on "Remind Me"
10. Choose how you want to be reminded - by email, SMS or both.
11. Select when you want to be reminded.
12. Add your reminder message text.
13. Simply click on the personalization tags to add them to your message.
14. Continue, and then save. If this is just a reminder to yourself, you're done.
15. If this is a meeting reminder you want the contact to also get, click "Remind Customer"
16. Choose how to notify them.
17. Select when the notice should go out.
18. Add your reminder message. "This is a gentle reminder. Your meeting with "
19. Use the personalization tags. Add {ASSIGNED_FULL_NAME}...
20. Here's the final message:
"Gentle reminder: Your meeting with {ASSIGNED_FULL_NAME}, of {BUSINESS} to discuss {TITLE} is at {LOCATION} on {DATE}. If you need to reschedule, please call {ASSIGNED_CELLPHONE} or {ASSIGNED_EMAIL}"
21. Click on Schedule to finish up.
22. Now you can review your appointment details.
Along with the reminder messages to yourself and your contact, and when those will be sent out.
23. If you want, you can now create a calendar link.
Here I added it to my to Google Calendar:
24. Click on Save
25. Notice that your notes appear in the calendar invite.
If you don't want your contact to see those notes, you can edit them here.
Here's a cool tip:
Click on APPOINTMENTS > Reminders
And here you can create default reminders, so you don't have to type all that in each time.
