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Adversus allows you to integrate consultants' calendars to streamline the appointment scheduling process.
In the following guide, we'll go through the three necessary steps you need to set up in order to book meetings directly from the dialer.
Create a meeting consultant and integrate their calendar
Go to Users in the menu on the left.
Click Create in the top-right corner, then choose Create user.
Under User type, select Calendar user and input the information on the consultant you're creating. If you want to adjust the specific consultant settings right away, you can read more about them here.
Click Create user when you're finished.
The user receives a verification email with a link. They need to click on the link and follow our guided steps to integrate their calendar.
If you're the one who needs to integrate your own calendar, go to the bottom of your calendar user settings and locate Calendars.
Click on Add calendar.
From here, select your calendar provider, then follow the steps to integrate your calendar.
Now that the calendar is integrated, you can proceed to the next step.
Set up a campaign's booking settings
Go to Settings in the menu on the left and choose Campaigns.
Locate the campaign you want to use for booking purposes or create a new one.
In the campaign settings, go to Booking in the top menu bar.
This is the place you decide which information the consultant receives in their calendar when a meeting is booked.
Event headline
The headline for the event in the external (integrated) calendar.
Event description for the consultant
Description for the event in the external (integrated) calendar. Max. 4096 characters.
Event description for the contact
Description for the event in the invited (contact) calendar. Max 4096 characters.Event location
The event location in the external (integrated) calendar, e.g., the lead's address (merge tag).
Show meeting consultants
Decide whether you can choose between specific consultants based on match value or matching teams.
Select meeting consultants
Decide which calendar users should be available on the campaign.
Close meetings automatically
Automatically set the status to Held after X days from the event date.
Booking Buffer
Allows the consultant to have some breathing room between meetings. It will block the selected time span in the calendar after each event.
Booking mode
Select between the different strategies.
Show event details in tooltip
Decide whether the event details should be displayed in a tooltip.
Show external event details in calendar
Decide which information to display in the external calendar event details.
Remember to click Save settings in the bottom right corner when you're done.
Insert the booking calendar in the dialer
The final step is to add the booking calendar to the dialer so agents can schedule meetings when speaking with leads.
On the campaign where you've set up your Booking settings, click Fields and choose Result fields.
Click on the drop-down menu Field type and choose Calendar.
Manage the calendar's settings before you add the field to the campaign.
Show
Decide when the booking calendar should show in the agents' view in the dialer. You can choose Always, specific statuses, e.g., Success, Not interested, etc., or a custom event.
Require booking on success
If you check this box, agents must schedule a meeting to save the lead as Success.
Click Add field.
The dialer is now ready to book meetings!