What is appointment management?
The Appointment Management feature allows Associates to book an In-Store, Live Chat or Phone Appointment on behalf of one of their Contacts from within the Salesfloor mobile app.
The objectives of this feature are:
- To support the in-store appointment use-case, where a customer shopping in-store wants to book a subsequent appointment with an associate
- To support the outgoing phone campaign use-case, where a team member offers an appointment time to a customer who verbally confirms
- To allow associates to book an appointment originating from a non-appointment customer request
- To support other use cases where the associate confirms the user’s desire to book outside the SF ecosystem and wants to record the appointment in the system to confirm with the customer
The underlying business goal is to empower associates to increase engagement, traffic and conversions, both in terms of immediate sales as well as follow-up conversions.
Who can use this feature?
The Appointment Management features are available to most retailers, via configuration. Some features are only applicable to Rep mode retailers, outlined below. The feature is available within the Mobile app, both BYOD and MDM versions.
Overview of this feature
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Functionality |
Description |
Rep Mode |
Team Mode |
What does it look like? |
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Book an appointment for a Contact
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Allow associates and selling store-managers to book an appointment on behalf of one of their contacts
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Available to:
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Available to:
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Book an appointment for All Customers
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Allow associates and selling store-managers to book an appointment for one of the retailer’s customers who is NOT in their contact book
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Available to:
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View all appointments in their store
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Allow associates to view all appointments for their store within the Salesfloor mobile application
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Available to selling mode Reps in Rep mode only
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n/a (overlaps with existing Team mode functionality). |
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Reassign appointment
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Allow Manager users to reassign an appointment to another associate in the same store via the Salesfloor mobile app
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Available to Store Managers and Management (Groups 2 and 3)
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n/a
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Save appointment to mobile device calendar
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Allow a Salesfloor associate to add an appointment to their device’s local calendar application from the Salesfloor mobile app
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Available to Group 1, Rep mode or Team mode, for the user’s own appointments
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Available to Group 1, Rep mode or Team mode, for the user’s own appointment
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Cancel appointment
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Allow Salesfloor associates to cancel appointments from within the Salesfloor mobile application
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Available to Group 1, Rep mode or Team mode, for the user’s own appointments
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Available to Group 1, Rep mode or Team mode, for the user’s own appointments
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Book a Live Chat or Phone/Video appointment
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Allow selling-mode users to also book Phone/Video* and Live Chat appointments within the SF app
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Available to: · Selling mode users, Group 1 and Group 2
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Available to:
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