This transcript excerpt describes an automated appointment booking system: a "stop on response" setting that hands conversations to a human once a lead replies, automatic booking-confirmation campaigns that remove contacts from other workflows, and scheduled confirmation/reminder messages (24 hours, 1 hour, day-of) including calendar links and internal notifications. The speaker emphasizes configurable custom value fields and plug-and-play funnels requiring domain linking and customization.
Chapters
That's an important setting, just so you know. It's called stop on response. And so this, once they respond, then it stops. And that's when you jump in there and manually take over the conversation and work to book them into an appointment. And once they're booked, there's an automatic campaign that goes out for bookings. Hey, congratulations, you're booked on this time. Like that's this whole folder right here, appointment booking. So it's like whenever somebody's booked, we're going to automatically remove them from all the other workflows and then there's a sequence that will trigger on that appointment confirmation plus reminder. Yeah, so, so we'll send this one too. That's the text and then the email. We send them all the links add to their Google Calendar. And check this out. This is custom valued up to. So like all of this stuff is just like you update it in the backside, you look it all over and then you basically it's like plug and play. Like you start, you have to customize the funnels, you have to link your domain and you have to fill out the custom value fields and then you want to go through everything, you want to understand how this works. But essentially what this is is a really good mousetrap and then a whole back tail end for every stage of us. So if it's just that they came in and just booked an appointment, then it's going to send all this information day of 24 hours before, one hour before. And it's even going to send you an internal notification. Hey guys, just a quick reminder that you have an appointment coming up in one hour. Here are the details.