Appointments are used to track and get reminded of scheduled appointments with your leads. Follow the steps below to create an Appointment.
*Please note that before you can send an appointment invitation to a lead, you need to integrate your Google Calendar. Chime uses an external program to send the invitation. If you have not integrated your Google Calendar, the appointment will be created but the invitation will not be sent to the lead.
Creating an Appointment in Lead Profile
To create an appointment, go to the Lead Profile Page. Click the "plus" button at the top righthand corner of the Appointments section:
In the pop-up window, enter the Description of this appointment:
*Keep in mind that these appointments are external invitations to lead. The lead will be able to view the description of the appointment if you have integrated your Google calendar.
Choose the Start and End time:
Enter the address where the appointment will take place in the "Location" field:
You can also be reminded of the appointment by a call or text message. To schedule a reminder, select "by Call" or "by SMS" under reminder options:
After clicking the Save button, the newly created appointment will display on the lead's profile page:
Creating an Appointment on Task Management Page
You can also create appointments in the Task Management page. To do so, follow the steps below:
1. Click the Task Management tab on the menu bar.
2. Hover over the Add New button on the top, and click "Add Appointment".
3. In the pop-up window, you can add the appointment to a lead by searching and assigning it to a Chime user or assistant.
4. Click the Save button, and the appointment will appear in your task list.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <email@example.com> or by phone at 1 (855) 981-7557.