Requires administrator rights or all of the following permissions:
User administrations, Campaign administration/Settings

TL;DR: Click here to see our CX team show you.

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

  1. Go to Users in the menu on the left.

  2. Click Create in the top right corner and choose Create user.

  3. 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.

  4. Click Create user when you're finished.

  5. 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.

  6. If you're the one who needs to integrate your own calendar, go the bottom of your calendar user settings and locate Calendars.

  7. Click on Add calendar.

  8. From here, select which calendar provider you're using and follow the steps to integrate your calendar.

  9. Now the calendar is integrated and you can go to the next step.

Set up a campaign's booking settings

  1. Go to Settings in the menu on the left and choose Campaigns.

  2. Locate the campaign you want to use for booking purposes or create a new one.

  3. In the campaign settings, go to Booking in the top menu bar.

  4. This is the place you decide which information the consultant receives in their calendar when a meeting is booked.

    1. Event headline

      The headline for the event in external (integrated) calendar.

    2. Event description

      The description for the event in external (integrated) calendar. Max. 1024 characters.

    3. Event location

      The location for the event in external (integrated) calendar, e.g., the lead's address (merge tag).

    4. Show meeting consultants

      Decide which calendar users should be available on the campaign.

    5. Close meetings automatically

      Automatically set the status to Held after X days from date of the event.

  5. Remember to click Save settings in the bottom right corner when you're done.

Insert the booking calendar in the dialer

  1. The final step is to add the booking calendar in the dialer to let agents schedule meetings when speaking to leads.

  2. On the campaign where you've set up your Booking settings, click Fields and choose Result fields.

  3. Click on the drop down menu Field type and choose Calendar.

  4. Manage the calendar's settings before you add the field to the campaign.

    1. Show

      Decide when the booking calendar should show in the agents' view in the dialer. You can choose Always or on specific statuses, e.g., Success, Not interested, etc., but you can also choose a custom event.

    2. Require booking on success

      If you check this box, it is mandatory for agents to schedule a meeting if they want to save the lead as Success.

  5. Click Add field.

  6. The dialer is now ready to book meetings!

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