2:33
Contacts, your way
Every business tracks its customers differently. See how Sales Intellect lets you shape contact records, lists and searches around the way your business actually works.
What this video answers
Does Sales Intellect sync with Google Calendar?
Yes, both ways. Jobs added in Google Calendar (on your phone, for example) block out booking times, and meetings booked through Sales Intellect appear in Google Calendar.
Watch this part (0:00)Can I choose the hours customers can book me?
Yes. Choose the hours you are happy to be booked and add any holidays, so nobody books you on a day off.
Watch this part (0:20)How do customers book a time with me?
Each person has their own booking page link, with the business logo and their own words, ready for an email signature, the website or a text message. The customer picks a day and only the times you are truly free are offered, then adds their details and a note about the job.
Watch this part (0:28)What happens after a customer books?
The customer gets a confirmation straight away, with a calendar invite to add in one tap and a link to reschedule or cancel. The booking lands in your calendar, on your phone through Google, and you get an email about it too.
Watch this part (0:57)Can I move a booking to a different time?
Yes. Move it in the Sales Intellect calendar and the customer is emailed the new time.
Watch this part (1:14)Can customers reschedule their own booking?
Yes. The link in their confirmation email lets them choose a new time from the same free times. Everyone is told: they get an updated invite, you get a note that it moved, and your calendar follows.
Watch this part (1:24)Everything said in the video
0:00
Connect your Google Calendar
Customers can book time with Acme's team straight from a link. It starts with Jess's calendar. She's connected her Google Calendar, so jobs she adds on her phone and meetings booked here stay in step, both ways.
0:20
Your hours and booking page
She chooses the hours she's happy to be booked, and adds any holidays, so nobody books her on a day off. Her booking page has its own link, with Acme's logo and her own words, ready for an email signature, the website, or a text message.
0:37
Booking a time
Here's what a customer sees. Sam picks Friday, and only the times Jess is truly free are offered. Her Google jobs are already blocked out. He adds his name, email and phone, and a quick note about the job so Jess knows what to expect, then confirms. Moments later, he's booked in.
0:57
Notifications and calendars
Sam gets a confirmation straight away, with a calendar invite to add in one tap, and a link to reschedule or cancel. And it lands in Jess's calendar, on her phone through Google, right between her other jobs. She gets an email about it too.
1:14
Moving and rescheduling
In the CRM calendar it's marked as a booking, right alongside her synced jobs. Jess can move it from here, and Sam is emailed the new time. If Sam needs another time, the link in his email lets him choose one himself, from the same free times. He moves it to Monday morning, and confirms.
1:34
Everyone is notified
Everyone's told. Sam gets the updated invite, Jess gets a note that it moved, and her calendar follows. No back and forth over email. Customers pick the time, and everyone's calendar stays right.
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2:14
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