For customers who prefer a more personal touch with their virtual shopping experience, Salesfloor offers the Appointment Requests feature. Customers can create requests for a one-on-one appointment using the Connect widget or the Storefront of a chosen Associate.
Skip to:
- Overview
- Where can I find my Appointment Requests?
- Appointment Inbox and Filters
- Responding to Appointment Requests
Overview:
When submitting the Appointment request, in addition to providing minor details for the associate to prep, they are also given the option to choose between three types of appointments:
- In-Store: Your customer will meet you at the store on a specific date and time. This is an amazing opportunity to meet your customer in person to provide first-class service that they'll always remember. Preparation is key! (see also: 7 tips for hosting customer appointments in store)
- Phone: Sometimes, a simple phone call can be the most efficient way to connect with your client if they don't have the time to meet in-store. Ensure that you find a place prior to your appointment where you can talk without disruption and minimal background noise.
- Live Chat: This method continues to gain more adopters every year for its speed and convenience (see also: 5 Tips to simply rock your live chats)
Where can I find my Appointment Requests?:
After the request is sent, your customer will receive an email confirmation. You can find unclaimed appointments under New Leads, and any requests sent directly to you under My Requests or My Appointments.
**Appointments must be claimed if they were submitted via New Leads. Any appointments that have been claimed by you or submitted via your Storefront can be found under your My Requests tab.**
Appointment Inbox and Filters:
Upcoming appointments can be seen in the "My Appointments" tab from your main menu/Hub. To access your complete Appointment inbox, you can tap on "View All".
Or you can visit your side menu, tap on Customer Requests, then Appointments:
By tapping on the drop-down filter found near the top, you can view your appointments by viewing one of the 3 statuses below:
- Upcoming - Confirmed
- Upcoming - Pending
- Upcoming - Cancelled
- Past Appointments
Responding to Appointment Requests:
After clicking into the appointment, you'll be able to see the details and can action as necessary:
- Add Note: use this to add any notes or reminders for yourself regarding this appointment
- Confirm: once you click on confirm, the appointment has been accepted and your customer will be notified
Click on "Actions" to perform one of the following actions:
- Reply: you can either set a new time for the appointment or confirm the request.
- Resolve: once the appointment has been completed, you can mark it as Resolved to ensure it closes off any open threads.
- New Time.: If the time your client doesn't work for you, you can propose a new date and time.
Tip: Every action made on the appointment will be added to the appointment thread for easy reference: