Calls clients book

What it is

Book a call lets a buyer pick a 15, 30 or 60 minute call with your team, Monday to Friday between 09:00 and 18:00 in your site’s time zone, up to 14 days ahead. Visitors to your website can book too, with their name and email.

Why it matters

Clients pick a free time themselves, so there is no back-and-forth to find one, and the call is in your calendar with what they want to talk about.

Steps

1. The buyer opens Book a call, picks a Length, a Day and a Time, writes what they want to talk about and selects Book the call.
2. Every Sourcing Manager and Sourcing Agent gets a notification.
3. The call is in your calendar as “Call with” and the buyer’s name, and in the Appointment list with the client’s name and their notes.
4. The buyer sees it on the dashboard under Your calls with us.

Common mistakes

• A wrong time zone on your site. The times offered follow it. Check it once in System Settings > Time Zone.
• Leaving a cancelled call open. Set the appointment’s status to Closed so its time is free again.

Tips

• Times start every 15 minutes and at least 2 hours from now; booked times are not offered again.
• A visitor who books from your website becomes a Lead, so you can follow them up.