Video Transcript

Let's talk about appointments. 

Appointments setting in PERQ CRM helps you keep track of all of your in-store appointments. We're also going to help you automate your processes by sending an automated text message confirmation two days before your appointment. Let's take a look at how it works.

Appointment setting in PERQ CRM helps you keep track of all of your in-store appointments. It also is going to help you automate your processes by sending a confirmation text message before your appointment. 

Let's dive in. With the appointment setting feature, every time a lead completes a perk consultation experience on your website, an appointment will automatically be created

After an appointment is created and the sales rep is notified, they can come into the lead record and click the appointments tab. The location, assigned user, deal, as well as the date and time requested by the lead, will automatically pull in here. 

Two days before the appointment, the confirmation text message will go out to the customer. If they respond and confirm, the confirmed box will automatically check. If the customer does not respond to the text, a pending task will generate for the assigned user to follow up. If the assigned user is able to confirm the appointment, they should come here and manually check the confirmed box. 

After the appointment time, the salesperson should return to this page and update the status of the appointment to either showed, no showed, or canceled. 

Finally, there's a section for any notes you'd like to add about the appointment.

With PERQ website experiences, appointments are a helpful way to track website activity into in-store visits. However, you're also able to create appointments for any of your leads manually. By doing this, you'll be able to track that activity, your pending tasks, and the customer will still receive the confirmation text message. 

For more questions about appointments, please reach out to your manager or your CSM at PERQ.

<--- Go Back to Previous Lesson  |  Proceed to Next Lesson --->

Did this answer your question?