Basic Appointment Management

This article outlines the out-of-the-box appointment setting functionality on the SalesRabbit+ Platform.

Note: additional scheduling options (Quick Links or Advanced Appointment Management) are available to Pro Plan accounts.

Part 1: Appointments on Leads Page

This part will cover the out-of-the-box appointment setting function for leads on the Web App "Leads" page.

Appointments can be set on leads from the "Leads" page and the "Map" page on the Web App.
From the "Leads" page, click the "Add Lead" button or select an existing lead.

Once in the "Lead Detail" page, use the "Appointment" field to select a day & time for the appointment.
After selecting a day & time, don't forget to click "Save" in the bottom right corner.

Leads with a scheduled appointment day & time will be visible from the "Leads" page under the "Appointment" columns.

Tip: filter for leads with an appointment scheduled within a specific date range with the "Appointment Filter" on the "Leads" page.

This part will cover the out-of-the-box appointment setting function for leads on the Web App "Map" page.

From the "Map" page, select an existing lead on the map.
Use the "Appointment" field in the right pop-out to select a day & time to schedule an appointment for that lead.
After selecting a day & time, don't forget to click "Save" in the bottom right corner.

Tip: filter to display leads with an appointment scheduled within a specific date range with the "Appointment Filter" on the "Map" page.

Mobile app users will be able to view scheduled appointment days & times from the calendar on the "Home" page.

This part will cover the out-of-the-box appointment setting function for leads on the Mobile App.

From the SalesRabbit+ Mobile App, navigate to the "SalesHub" and select (or create) a lead.
In the lead card, select the "Appointment" tile.

Use the pop-out calendar to select a day & time to schedule the appointment for.

After scheduling an appointment, the day & time for that appointment will be visible in that same appointment tile on the lead card.

Tip: Appointments can also be scheduled from the Lead Detail page using the "Appointment" field.

Tip: Manage your mobile app filters to display only leads with a scheduled appointment within a specified date range using the "Filter By: Appointment Date" filter.

From the "Home" screen, a user's scheduled appointments will display on the calendar. Selecting a day with scheduled appointments will display those appointments beneath the calendar.

Tip: In your mobile app settings, enable the "Sync to default calendar?" setting for your lead appointments to sync to the default calendar on your device.

Pro Tips

Other Appointment scheduling options are available to accounts on the Pro Plan:
- Quick Links: allows mobile app users access to a scheduling link right from the lead card.
- Advanced Appointment Management: allows users to connect their own calendar to their SR+ account to use for scheduling. Also allows for scheduling appointments on other SR+ users connected calendars. Available to Pro Plan users upon request. If interested, please reach out to the SalesRabbit Support Team.

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