MeetFox: Create a Shareable Appointment!

MeetFox is an innovative scheduling platform that simplifies the process of "finding time." By facilitating effortless connections, meetfox empowers your teams to achieve higher productivity and accomplish tasks more efficiently.

The meetfox feature revolutionizes the way clients book appointments, eliminating the need for relying on paid tools. This feature enables users to conveniently configure and establish their availability by defining various time slots. Consequently, customers can select from the
available time slots to schedule appointments, consultations, follow-ups, reviews, and other related activities directly within the application. The feature offers multiple types of appointments, provides convenient sharing options via email, SMS, or social media, displays all appointments on the internal calendar, and ensures automated reminders for both parties involved.

Note: Each member of the team has the ability to generate a Shareable Appointment with a distinct link specific to their individual profile.

Let's Get Started! 

1.1 Booking an Appointment: 
a. Users need to navigate to 'Settings' and select 'Appt Booking' option from the application's menu.
b. Users need to fill out all the details related to appointment from the available options i.e. Appointment Name, Meeting Details / Instructions, URL Re-Direct after Booking (optional), Select a Color for Text, Icons and Buttons, Appointment Length, Date Range. 
c. Users select a suitable date and time for the appointment from the calendar.
d. Users confirm the appointment request. 
e. Upon confirmation, the application generates a unique appointment link or code.
f. Users have the option to share this link via email, SMS, or social media platforms.

Once all above details are saved, it will generate a 'Shareable Appointment Link' as well as embed  code that you can embed in your website / social media. 
You can preview the clients view of the appointment by clicking on 'Save Changes & Preview Live' button. 

1.2 Google & Outlook Calendar Integration(Optional):
If you want all your appointments to automatically show up on your own Google & Outlook calendar, then please login below using the same email address that is connected to your calendar.

> How does the integration with Google & Outlook Calendar work?
If you want all your appointments to automatically appear on your Google & Outlook calendar, you have the option to connect your Google & Outlook Calendar to our application. To do this, follow these steps:
a. Click on 'Login to Google Account/ Login to Outlook Account' button and login with the same email address that is connected to your Google & Outlook Calendar.
b. Allow the permission 'View and edit events on all your calendars.' and continue.

Done!
Once a client books an appointment using the shareable appointment link, it will automatically appear in both your calendar and the client's calendar, as long as you have successfully connected your Google/Outlook Calendar with our application.

> How can I disconnect my Google/Outlook Calendar integration?
If you wish to disconnect your Google/Outlook Calendar integration, you can do so easily by following these steps:
a. Look for the "Disconnect" button to the Google/Outlook Calendar integration option.
c. Click on the "Disconnect" button to revoke the integration.

> What happens when I disconnect my Google/Outlook Calendar integration?
Disconnecting your Google/Outlook Calendar integration will revoke the access of our application to your Google API, including the ability to send emails. However, you can always choose to integrate your Google/Outlook API for "Sending Emails" again at any time.

(img. Appointment configuration page for CRO user)

2. Appointment Confirmation and Shareability:
a. Clients can directly access the appointment details and schedule by clicking the shared link.
b. The shared appointment link redirects the client to a booking page where they can select a suitable date and time from the available options. Care is taken such that No two appointments gets added for the same timeslots, it will restrict end users to do so. 
e. Clients can provide any necessary information and confirm the appointment. 

Note: The client needs to fill their exact email address which is present in the DisputeFox system associated with their account. Once email address is filled, it will auto populate other fields on this form which are First Name, Last Name and Phone Number. 
In case the client enters any email address which is NOT currently present within DisputFox system then this new record will be considered as a new New Lead record and will be added as a same within DisputeFox system. 

(img. select timeslot for appointment)

(img. fill-out all the required details)

3. Appointment Confirmation and Automated Reminders:
a. The application sends automated reminders to both the user and the client before the scheduled appointment.
b. Reminders can be sent via email, SMS, or both, via a System Autofox. 
c. Reminders include essential details such as the appointment time, location, and any specific instructions. 
d. Clicking on 'Signup For Credit Monitoring' button will redirect the clients user to value which is set for the field 'Order Credit Report URL'. This field can be found at Settings --> Portal Settings --> Customer Portal --> 'Order Credit Report URL'. 
e. The page will be redirected to the url which the user have set for 'URL Re-Direct after Booking (optional)' on the very first page of appointment booking. 

(img. appointment successfully scheduled page)

(img. order credit report url)

4. Automated Appointment Confirmation and Reminder System: AutoFox 

Once a client successfully schedules an appointment, an automated email confirmation is swiftly triggered to both the client and the assigned team user. This email includes important details such as the scheduled date and time of the appointment.

Additionally, our AutoFox system incorporates a scheduled reminder functionality that is activated one hour prior to the actual appointment time. This reminder is sent to both parties involved in the appointment process.

5. Internal Calendar Management:
a. The confirmed appointment is automatically added to the internal calendar.
b. Users can view all their scheduled appointments, along with client details, within the application.
c. Users have the ability to reschedule or cancel appointments as needed, which updates the internal calendar accordingly.

(img. appointment scheduled within clients task section/ and main Calendar section with all the details)

This comprehensive "Create a Shareable Appointment" feature empowers clients to conveniently book various types of appointments directly within your application. With flexible sharing options, internal calendar management, and automated reminders, the feature enhances efficiency and improves the overall user experience. Clients no longer need to rely on external paid tools for appointment booking, making the process seamless and hassle-free.