How to Set Up Proximity for Appointment Setting Calendars

The Proximity for Appointment Setting Calendars feature enables appointment setters to view existing appointments near the contact they are currently scheduling with. This helps in efficiently planning and optimizing appointment schedules.

Steps to Set Up Proximity for Appointment Setting Calendars

  1. Select Project: From the Admin homepage, select the desired project.

  2. Access Appointment Setting Options: Open the Workflow/Routing menu, then the Appointment Setting sub-menu, and select the Appointment Setting section.

  3. Enter Distance Value: In the section labeled “Highlight calendar appointments within [      ] miles of the current contact based on Zip/Postal code”, enter the desired distance value.

  4. Save Changes: Once done, click Save.

Usage Notes

  • When viewing a user's calendar, all appointments within the pre-set proximity will be highlighted in green. This visual aid helps easily identify optimal time slots for new appointments.

  • To see the actual distance in miles for each contact, hover over the appointments.

Additional Information

  • This feature is available only to users in projects set to the Dialing Country of the US/Canada.

  • Proximity calculations are based on Zip/Postal Codes, and accuracy may vary due to the varying coverage areas of Zip/Postal Codes. The database is updated quarterly.

  • In the US, hundreds of zip codes change annually. For the most accurate and up-to-date information, refer to the USPS Zip Code Lookup.

By following these steps, you can set up the Proximity for Appointment Setting Calendars feature, enhancing your scheduling efficiency by highlighting nearby appointments on the calendar. This tool is particularly useful for optimizing appointment routes and minimizing travel time between appointments.

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