Configure a Result Code to allow Callers to schedule appointments for themselves or another Caller. In order for a Caller to schedule an appointment with a Contact, the Appointment Setting feature must be configured by following the steps in the Allow a User to Schedule Appointments article.

Note: Appointment scheduling Result Codes will not be available in the Quick Result Call list as they require action before submitting.

Create a Result Code to Schedule an Appointment

1. Log in to VanillaSoft as an Admin.
   
   

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2. Select the desired Project.
   
   

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3. Open the Workflow/Routing menu, then the Result Codes submenu, and select the Result Codes section.
   
   

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4. Click Add Result Code.
   
   

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5. Enter a name for your Result Code.
   
   
   • Result Code names must be 10 characters or less.

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6. Enter a Result Description for your Result Code.
   
   
   • Result Code descriptions must be 50 characters or less.

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7. Ensure the Active checkbox is checked.
   
   
   • If the Active checkbox is unchecked, Callers will not be able to use this Result Code.

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8. Open the Result Group drop-down, then select the desired Result Group.
   
   

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9. Open the Result Action drop-down, then select Schedule Appointment.
   
   

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10. Optional: Open the Dialing Action drop-down, then select the desired Dialing Action.
    
    

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11. Optional: Open the User Assignment drop-down, then select the desired User, Team, or both.
    
    

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12. Optional: Open the Lead Status Change drop-down, then select the desired Lead Status.
    
    

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13. Optional: Check the Save Recordings checkbox to save the call recording when this Result Code is used.
    
    

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14. Optional: Check the Require Comments checkbox to prevent the Result Code from being used until a comment is added.
    
    

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15. Once done, click Add.
    
    • VanillaSoft will then automatically save your Result Code.