Sending Appointment Booking Requests via Approved Email

To provide availability and channel preferences to recipients, end users can send Approved Emails containing a link to the appointment booking site. This site is a dedicated website that recipients can use to request a meeting with Vault CRM users based on their preferred time and call channel. This also allows users to avoid scheduling and rescheduling meetings without first knowing the recipients’ preferences.

Who can use this feature?

  • Browser, iPad, iPhone Users
  • Users require an Engage license
  • Business Admin Users, Content Creator Users, End Users, HCPs, Integration Users

Configuring Meeting Requests with Approved Email for

Adding the Appointment Booking Site Link to Approved Email as

Requesting a Meeting as

Meeting Request Notifications for

Considerations

  • Recipients can only select one requested date and time per link
  • When users create unavailable time in My Schedule, their unavailable time slots are reflected on the appointment booking site for HCPs. See Creating and Viewing Unavailable Time Slots for more information.
  • Meeting times are automatically adjusted based on the viewer's internet browser time zone
  • To allow end users to schedule Engage meetings from meeting requests, they must be assigned to Engage groups
  • If an HCP submits a meeting request to a Vault CRM user who is inactive, the meeting request is not created and an error displays for the HCP