Appointment Availability and Location

Appointment Availability and Location

The Schedule Genie™ module references an Availability schedule created within the platform or an external CRM calendar to determine a company's hours of operation. These hours are included in the Schedule Genie™ calculation to determine the start and end time of each appointment time slot or segment. Any time off, booked, reserved, or other busy time slots are removed from the available time slot choices.

Assign an Availability Schedule

  1. Log in to the platform and verify that you are viewing the correct company or client.
  2. Scroll down to and click the Apps tab in the navigation menu, then click Schedule Genie™.
  3. The Schedule Genie™ page opens. 
  4. Scroll to Availability and choose the Availability schedule or calendar from the drop-down menu





The selected schedule will be referenced when calculating the start and end times of each appointment segment. To edit or modify the Availability schedule, click the Edit Schedules button to open the Availability page.

Using a CRM calendar

The Schedule Genie™ module can reference a CRM calendar instead of the platform's Availability schedule. When this feature is on, the CRM's calendar and appointment rules or settings override the Availability schedule, Schedule Genie™ Settings, and Schedule Genie™ Duration. In the event that the CRM calendar can not be reached or is unavailable, the selected Availability schedule, Schedule Genie™ Settings, and Schedule Genie™ Duration are used to ensure leads continue to be delivered.

RENTCafé CRM calendars only provide calendar data 30 days in advance. Set the How far in advance? field drop-down to 1 month to account for this limitation.

How to Use a CRM or External Calendar

  1. Log in to the platform and verify that you are viewing the correct company or client.
  2. Scroll down to and click the Apps tab in the navigation menu, then click Schedule Genie™.
  3. The Schedule Genie™ page opens. 
  4. Click the External Availability Schedule toggle to enable or turn on this feature.



When using an External Availability Schedule, the Availability schedule, Schedule Genie™ Settings, and Schedule Genie™ Duration are ignored; however, these items must still be completed.

Appointment Address or Location

The appointment address or location is the address that appears on automated appointment reminders or confirmation emails. By default, this is the company address entered in the Company Settings section of the platform. To change the address, click on the Use another address link. The new address will be applied to all appointments until it is updated or removed.

Change the Default Address or Location of Appointments

  1. Log in to the platform and verify that you are viewing the correct company or client.
  2. Scroll down to and click the Apps tab in the navigation menu, then click Schedule Genie™.
  3. The Schedule Genie™ page opens. 
  4. Scroll to the Appointment Address section. The address entered in Company Settings is populated by default. 
  5. To change the address that is displayed on the confirmation email and direct customers to a location other than the company address, click the Use another address link.
  6. Enter the new address. Example: 123 Main St, Austin, TX 78704
  7. Click Save.



The Appointment Address is included in the appointment confirmation email with a Google map of the approximate location to assist customers in locating the company.
 

Update the Address or Location of Appointment

Modify the address or location of an appointment that has already been changed by following the steps below.
  1. Log in to the platform and verify that you are viewing the correct company or client.
  2. Scroll down to and click the Apps tab in the navigation menu, then click Schedule Genie™.
  3. The Schedule Genie™ page opens. 
  4. Scroll to the Appointment Address section.
  5. The most recently added address is displayed in the Appointment Address field.
  6. Click into the Appointment Address field and remove the current address.
  7. Type the new address in the field. Example: 123 Main St, Austin, TX 78704
  8. Click Save.
The Appointment Address is included in the appointment confirmation email with a Google map of the approximate location to assist customers in locating the company.

Revert Appointment Address or Location of Appointment

To use the default appointment address or the address listed in Company Settings follow the steps below.
  1. Log in to the platform and verify that you are viewing the correct company or client.
  2. Scroll down to and click the Apps tab in the navigation menu, then click Schedule Genie™.
  3. The Schedule Genie™ page opens. 
  4. Scroll to the Appointment Address section.
  5. The most recently added address is displayed in the Appointment Address field.
  6. Click the Use company default address link.
  7. The default address displays in the Appointment Address field.
  8. Click Save.

The Appointment Address is included in the appointment confirmation email with a Google map of the approximate location to assist customers in locating the company.


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