Book Meeting
How it Works?
This feature allows users to schedule appointments by selecting a date and/or time. The chosen date and time can be saved as a user attribute for future use in scheduling meetings, demos, and booking appointments.
Here's a breakdown of the functionalities:
Date and Time Selection: Users can choose a date and/or a time slot for their appointment.
User Attribute Storage: The selected date and time information can be saved as a user attribute. This attribute can then be used to pre-populate calendars or applications for scheduling purposes.
Configuration:
Account Connection: Here you have to connect your Google Account for frontman to access your sheets, drive and calender. You must allow all the permissions for system to work effectively and efficiently.
Trigger Text: User can add a customized trigger text
Time Zone Selection:
Users can select their time zone from a comprehensive list. The list includes options to search by country, continent, or time zone offset (e.g., GMT - 5:00).
Change Activity Span: This allows users to define a custom date range for viewing appointments (e.g., June 12, 2024 to July 12, 2024).
DefaultSlot picker & Custom Slot picker: These pickers allow users to choose a time slot for their appointment. DefaultSlot picker likely uses predefined time slots, while Custom Slot picker offers more flexibility in selecting a time.
Additional Settings:
Disable Weekends: Users may be able to restrict appointment scheduling to weekdays by excluding Saturdays and Sundays.
Date Rolling: As the calendar date changes, the date span automatically rolls forward (e.g., selecting a week starting today will update as the week progresses).
OTP Verification: Two-factor authentication using a one-time mobile phone verification code might be an option.
Auto-Open: Appointments might be configured to automatically open on a user's calendar upon booking.
Restrict Time Zone: Administrators might be able to restrict the available time zones for appointment scheduling.
Save as Attribute: Leverage attribute notation ({{ }}) within button names to save user selections as attributes. This enables future reference and personalized conversation experiences.
Using Predefined Attributes:
While we provide a default format for your convenience, the Book Meetings feature goes a step further. We offer a range of pre-defined system attributes that you can leverage to personalize your scheduling experience. These attributes act as building blocks, allowing you to tailor your settings to fit your specific needs.
Here's an overview of the available attributes:
Name: Capture the full name of the attendee(s). (e.g., {{BookDemo_full_name}})
Mobile Number: Include a mobile number for easy contact. (e.g., {{BookDemo_mobile_number}})
Email: Ensure clear communication with the attendee's email address. (e.g., {{BookDemo_email}})
Timezone: Specify the attendee's timezone to avoid scheduling conflicts. (e.g., {{BookDemo_timezone}})
Date: Pre-populate the chosen date for the appointment. (e.g., {{BookDemo_date}})
Time: Automatically insert the selected time slot. (e.g., {{BookDemo_time}})
Notes: Add any relevant notes or reminders for the appointment. (e.g., {{BookDemo_notes}})
Guest: (Optional) List any additional guests attending the appointment. (e.g., {{BookDemo_guest_list}})
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