Create a Result Code to Schedule an Appointment

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.
    Log_into_VanillaSoft_as_an_Admin.png
  2. Select the desired Project.
    Select_Project.jpg
  3. Open the Workflow/Routing menu, then the Result Codes submenu, and select the Result Codes section.
    Result_Codes_section.png
  4. Click Add Result Code.
    Click_add_Result_Code.png
  5. Enter a name for your Result Code.
    Enter_Result_code_name.png
    • Result Code names must be 10 characters or less.
  6. Enter a Result Description for your Result Code.
    Enter_Result_description.png
    • Result Code descriptions must be 50 characters or less.
  7. Ensure the Active checkbox is checked.
    Leave_Active_checkbox_checked.png
    • If the Active checkbox is unchecked, Callers will not be able to use this Result Code.
  8. Open the Result Group drop-down, then select the desired Result Group.
    Result_Group_drop-down_and_select.png
  9. Open the Result Action drop-down, then select Schedule Appointment.
    Result_action_drop-down_and_Schedule_an_appointment.png
  10. Optional: Open the Dialing Action drop-down, then select the desired Dialing Action.
    Dialing_Action_drop-down_and_select.png
  11. Optional: Open the User Assignment drop-down, then select the desired User, Team, or both.
    User_Assignment_drop-down_and_select.png
  12. Optional: Open the Lead Status Change drop-down, then select the desired Lead Status.
    Lead_Status_Change_drop-down_and_select.png
  13. Optional: Check the Save Recordings checkbox to save the call recording when this Result Code is used.
    Save_Recording_checkbox_in_Result_Code.png
  14. Optional: Check the Require Comments checkbox to prevent the Result Code from being used until a comment is added.
    Require_Comments_checkbox_in_Result_Code.png
  15. Once done, click Add.
    Click_Add_in_Result_Code.png
    • VanillaSoft will then automatically save your Result Code.

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