New Appointments Feature

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What is covered in this article? 

• Appointments 
• Existing Personal Tours
• Appointment Emails
• Appointment List

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Appointments

Personal Tours in Connect have been changed to Appointments. Appointments includes Personal Tours as well as new options including: Assessment, Interview, Meeting, and Phone Call. You are also able to add your own appointment types.

We have also enhanced Appointments with new fields to make it even more powerful.  When you create a new appointment, you can specify the following new fields:

• Appointment Type - New dropdown can be customized to suit your event type needs
• Title & Description - Make it clear for the attendees to know relevant details
• Location - Can be In-Person, Phone Call or Web Conference

Existing Personal Tours

What does this mean for existing Personal Tours and emails?

All existing Personal Tours are set to Appointment Type = Personal Tour and the emails for all existing tours are left as is. As a result nothing has changed and all will work as expected; however, if you edit one of the existing tours, you will be required to enter values for the new required fields, including Title and Location.

Appointment Emails

The two existing default emails for Appointments have been updated to include a new field <APPOINTMENT TYPE>, which means when you create a new Appointment for another type, say Interview, then the subject and calendar invite will include all the relevant information.

Appointment List

The Appointment List is accessible under Events. The Appointments List has a new filter that allows for filtering by "Appointment Type" and a new column to display Appointment Types. 

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