How To Book An Appointment From Chatbot?

Having a Chatbot/AI Bot on the website can be a source of frictionless CRM. It helps forge a better relationship by guiding the website visitors with their queries, capturing the lead details, and pointing them towards the action you require from them.

The Growth99+ Chatbot is designed to capture the lead details and has a customizable questionnaire bank that helps it to answer the FAQs by the users on the website. The Growth99+ Chatbot is also capable of allowing online appointment bookings. 

In this article, we discuss chatbot appointments using the Growth99+ appointment tool in detail. If you are using any other application for appointments such as square, aesthetic records, etc, click here to learn how to customize the FAQs list for appointments.

To enable the chatbot appointments, it is important to add the services you provide and add the names of the "provider/s" along with the services they provide as well as their working schedule.

STEP 1

Login to your Growth99+ account. The primary step is to add the services for which you want to allow online appointments, to add the services, click here.

Below are the images guide for adding a new service.

   

NOTE: The service "Cost" and "Duration" are important fields when adding services for allowing appointments, in case you leave these fields empty and save the service, the application will add a default cost of $50 and duration as 60 minutes.

STEP 2

Once we have added the services, next we need to add the "providers"  for each or all of the services. To do so, click on the "Users" menu as shown below and if the provider is already a "user" with Growth99+, follow the steps below.

Note: Both Provider and User are the same, but we chose to highlight the difference here because when the Growth99+ account is configured for appointments, we need to have at least one "user" in the business account who is also the "provider" of the services added.

Here we are adding an existing user as the provider of the services. In the below image, "Meghan" is already having user access to the application, but we need to "mark" her as the provider of some or all of the services she provides, this will help the chatbot user find her name and book an appointment with her based on her availability.

  

As seen below, Meghan's basic information was already present as she is an existing user, but to allow her to take appointments, we "select" or "Mark" her as the provider as shown below. 

Upon marking her as a provider, new fields emerge, here we need to add the services she offers. 

Note: we recommend that you select "ALL Categories", doing so will display all the services added to the Growth99+ account in the drop-down showing the services. From here, either select all services or select only the ones the provider offers.

Note: To add a new provider, simply click on the "Create User" option available on the user menu/page, fill in the basic details, and click on the option "is a provider", select "ALL categories" and choose the services of interest and "Save". Adding the working schedule is not required, the working schedule will be added automatically to a newly created "provider", to review the working schedule, you can edit the user and check it.

STEP 3

Once the services are selected, next click on the working schedule tab to set up the provider's working schedule.

Click here to know more about how to set up a working and vacation schedule. 

STEP 4

With the services and provider/s in place, the next step is very simple. Just click on the submenu "Chatbot Configuration" and click on the "Chatbot Customization" tab to search for the enable appointment check box shown below.

  

The first checkbox allows appointments from the chatbot, the next two checkboxes provide the option for the appointment type you want to use, virtual appointment option can be selected if you want to provide video-call consultation from the Growth99+ tool. (Check here)

Select the clinic hours in the hours shown in the image above, and finally click on "Save".

Your chatbot is now ready to provide online appointment bookings. To test it for yourself, click on the preview option shown below, and proceed by submitting the contact form.

The leads will receive an appointment confirmation email soon to notify them of the appointment details. 

For more information contact us at product@growth99.com

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