Setting up appointment types
Now that your integrations are complete, we can begin to reap the benefits of having automated appointment scheduling! This is by far one of the easiest and most effective automations you can implement in your business.
How to do it…
- Begin by selecting MY DAY in the navigation bar. By default, it will open the Appointments tab.
- To create a new appointment, click the plus (+) sign:
Figure 2.13 – Click the plus sign to create a new appointment
- Next, you will give your appointment type a name.
- Now let’s define how you will meet with your contact:
- Online: Use this option for video calls, podcast recordings, and so on
- Zoom (if integrated) creates a unique Zoom link for your call
- Use an online meeting link (manually enter a link)
- Ask attendees to use their online meeting link
- Phone: Use this when you want to have a personal call
- Call the lead or client (ask the invitee for a phone number...
- Online: Use this option for video calls, podcast recordings, and so on