Confirming Appointments Manually: A Comprehensive Guide

Understanding the Process

Before delving into the detailed steps, it's essential to grasp the general workflow for manually confirming appointments within your CRM. This process involves critical actions, from turning off automatic confirmations to individually approving each appointment request.

Turning Off Auto-Confirmation

1. Open your CRM and navigate to the calendar setup section.

2. Move to the third step in the setup process.

3. Find the option labeled "Auto-Confirm Appointments" and make sure it is disabled.

By disabling this feature, you maintain control over which appointments are approved, allowing you to assess each request before confirmation.

Leveraging Custom Forms for Enhanced Data Collection

1. Go to the form builder section in your CRM.
   

2. Create or choose a custom form designed to collect detailed information from potential clients.
   

Using custom forms alongside your booking widget enables you to gather more than just basic contact information, allowing for a thorough evaluation of each appointment request.

Managing and Confirming Appointment Requests

When a lead schedules an appointment through the booking widget, it appears in the "Appointments" tab with a status indicating "Action Required." This label means the appointment needs your manual confirmation.

1. Access the appointments tab to review pending requests.

2. Select the appointment that needs action.

3. Manually confirm the appointment by updating its status to "Confirmed."
   

Setting Up Notification Triggers

To make the manual confirmation process more efficient, configure notification triggers within your CRM.

• Appointment Request Trigger: Set this to alert you whenever a new appointment request is received.

• Confirmation Trigger: After you manually confirm an appointment, this trigger can automatically enroll the lead in an appointment reminder sequence and update their opportunity status.

Troubleshooting and Frequently Asked Questions

• Can't find the option to disable auto-confirmation?
  Make sure you're in the third step of the calendar setup. If you still can't find it, consult your CRM's help documentation or contact support.

• Can I manually confirm appointments I schedule myself?
  Appointments that you schedule directly within the CRM are confirmed automatically. Manual confirmation is specifically for appointments requested through the booking widget by leads.

• How do I ensure I receive notifications for new appointment requests?
  Confirm that you've correctly set up the appointment request trigger and verify your notification settings to ensure timely alerts.

This guide provides you with all the necessary steps and tips to efficiently manage and confirm appointments manually within your CRM.