Appointments CDS
Digital Appointment Coordination
The Appointments module enables digital appointment coordination between customers and employees. It simplifies scheduling without exposing calendars and reduces administrative effort through automated processes.
Key Features
| Funktion | Beschreibung | Nutzen |
|---|---|---|
📅Three-Option Proposal System | Employees propose three possible appointment options for the customer to choose from. | Fast scheduling without lengthy email exchanges or calendar coordination. |
✅Confirmation and Counterproposals | Customers can confirm appointments or submit their own counterproposals. | Flexible scheduling that accounts for both sides and reaches results quickly. |
📱In-App Placement | Appointment proposals are placed directly in relevant contexts, e.g. in quote details. | Seamless integration into existing workflows without media breaks. |
📧Email Communication | Automatic email notifications for appointment proposals, confirmations, and changes. | Customers stay informed about every appointment change, even when not logged into the portal. |
🚫Transparent Cancellation | Easy cancellation of appointments with an optional reason and automatic notification. | Reduces no-shows and allows early scheduling of freed-up time slots. |
🔗Calendar Integration | Connection to Google Calendar, Office 365, and other calendar systems for automatic synchronization. | Appointments are entered automatically into existing calendars without manual transfer. |
Three-Option Proposal System
Beschreibung
Employees propose three possible appointment options for the customer to choose from.
Nutzen
Fast scheduling without lengthy email exchanges or calendar coordination.
Confirmation and Counterproposals
Beschreibung
Customers can confirm appointments or submit their own counterproposals.
Nutzen
Flexible scheduling that accounts for both sides and reaches results quickly.
In-App Placement
Beschreibung
Appointment proposals are placed directly in relevant contexts, e.g. in quote details.
Nutzen
Seamless integration into existing workflows without media breaks.
Email Communication
Beschreibung
Automatic email notifications for appointment proposals, confirmations, and changes.
Nutzen
Customers stay informed about every appointment change, even when not logged into the portal.
Transparent Cancellation
Beschreibung
Easy cancellation of appointments with an optional reason and automatic notification.
Nutzen
Reduces no-shows and allows early scheduling of freed-up time slots.
Calendar Integration
Beschreibung
Connection to Google Calendar, Office 365, and other calendar systems for automatic synchronization.
Nutzen
Appointments are entered automatically into existing calendars without manual transfer.
Practical Application Examples
Appointment Coordination Right at the Quote
Place the appointment overview directly in the quote details to give the customer an immediate appointment selection for the open quote. Once the quote is accepted, a meeting can be scheduled right away, without separate email correspondence.
Efficient Coordination Without Calendar Sharing
Your employees don't have to share their calendars publicly. Instead, they select suitable time slots and propose them. Customers can choose from the options or make counterproposals - all without any view into actual calendar availability.
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