Scheduling & Appointments

SalesPartner handles appointment booking as part of natural conversation. When a lead qualifies, it offers available times based on your real calendar.

Here's what happens: 1. Lead reaches out and answers qualification questions 2. Based on their score, an appointment type is selected (phone call, video meeting, or site visit) 3. Your calendar is checked for real availability 4. The lead picks a time that works for them 5. Everything syncs—your calendar updates, lead gets confirmation, reminders are scheduled

No back-and-forth. No double-booking. Works 24/7.

Working hours define when leads can book appointments with you. Your company administrator sets these at the business level.

Default setup: Monday through Friday, 9am to 5pm in your timezone.

To view your working hours: 1. Open the app 2. Go to Settings → Availability 3. You'll see your regular weekly schedule

Working hours are read-only for team members. If you need changes, contact your company administrator.

Note: These are your standard hours. You can still block specific dates for time off (see below).

Need to block time for vacation, appointments, or other commitments? You can add personal exceptions without changing your regular working hours.

To add time off: 1. Go to Settings → Availability 2. Scroll to My Personal Time Off 3. Click Add Time Off 4. Select the date 5. Choose All Day or set specific start/end times

Your blocked time updates immediately. Leads won't see those times as available.

Common uses: - Vacation days - Doctor appointments - Personal commitments - Early departures - Late starts

Your company administrator sets business-wide holidays. These appear in your availability settings as read-only entries.

What happens on company holidays: - No appointments can be booked - SalesPartner tells leads you're closed - Existing appointments before the holiday are unaffected

You don't need to do anything for company holidays—they're handled automatically.

SalesPartner connects to your existing calendar for two-way sync:

Supported calendars: - Google Calendar - Microsoft Outlook

Two-way sync means: - Appointments booked through SalesPartner appear on your calendar - Personal events you add to your calendar block those times from leads - Changes sync both directions

To connect your calendar: 1. Go to Settings → Calendar Connections 2. Click the calendar you want to connect 3. Sign in and authorize access 4. Your availability updates within seconds

Pro tip: If you block "Lunch 12-1pm" on your calendar, leads won't see noon appointments.

Leads don't see a scheduling link or booking page. Instead, they pick times through natural conversation.

Example conversation: - SalesPartner: "I have Tuesday at 10am or Thursday at 2pm. Which works better?" - Lead: "Tuesday at 10" - SalesPartner: "Perfect, you're all set for Tuesday at 10am. I'll send a confirmation."

What leads experience: - Only available times are offered - Times shown in their local timezone - No account creation required - No app to download - Confirmation sent to their phone

This feels like texting a real person, not using booking software.

Different lead scores result in different appointment types. Your company configures these rules.

Common appointment types: - Phone Call — Quick conversation, usually 15-30 minutes - Video Call — Zoom, Google Meet, or Teams - Site Visit — For estimates, inspections, or on-site work - Office Meeting — Lead comes to your location

How it works: - Hot leads might get site visits (high commitment) - Qualified leads might get phone calls (initial conversation) - Each type has its own duration setting

The right appointment type is offered based on how the lead qualifies.

SalesPartner sends automatic reminders to reduce no-shows:

Reminder timing: - Afternoon appointments: Reminder 2 hours before - Morning appointments: Reminder the evening before

Reminders include: - Appointment time and date - Your business name - Option to reschedule if needed

If a lead needs to reschedule: They can simply reply "I need to reschedule" and get new time options. Your calendar updates automatically.

If a lead cancels: Calendar clears, you're notified, and they're offered a chance to reschedule later.

Keep your calendar updated — Block personal time, lunch, and travel. Accurate calendars mean fewer conflicts.

Set realistic working hours — If you're never available before 10am, adjust your hours. Don't make leads pick times you'll cancel.

Use time off proactively — Add vacation days as soon as you know them. Leads booking for next month won't accidentally schedule during your trip.

Check your calendar daily — Review tomorrow's appointments each evening. Know who you're meeting and why before the call.

Let reschedules happen — Life happens. When leads reschedule, they often become better appointments—they're making time specifically for you.