Part 1 Phone Appointments :
How to reschedule a Phone appointment in ZipLeads
1. Cancel the appointment in Exerp
2. Find your contact card in ZipLeads as this is where all phone appointments should be managed > on the right hand side select appointment > find the appointment you are wanting to reschedule
3.Select the pencil icon on this appointment to edit
4. Update your new appointment time 5. Before we save appointment. Select additional preferences on the appointment editor and make sure our Appointment status is still set to confirmed
How to Cancel a phone appointment in ZipLeads
1. Cancel the appointment in Exerp
2. Find your contact card in ZipLeads > on the right hand side select appointment > find the appointment you are wanting to cancel
3.Select the pencil icon on this appointment to edit
4. Select additional preferences on the appointment editor 5. In Additional preferences change the appointment status to cancelled > save appointment. This will stop any further automations going to the contact.
Part 2 : Tour Appointments
How to reschedule a Tour appointment
1. Cancel the appointment in ZipLeads in the contact card select appointments on the right hand side > Select the pencil/edit icon.
This will stop any further messaging going out for this tour. Changing the time will NOT Update the tour time in Exerp
2. Once the appointment card pops up > scroll down to additional preferences and from the dropdown select 'Cancelled' > Save appointment
3. Go into EXERP and cancel the original appointment. Changing the time will NOT re-sync to Zipleads.
4. Re book the Tour appointment in Exerp.
5. Back in ZipLeads you will see this has now synced through with the appropriate Tour time and your new tour reminders will be sent to the client.
How to Cancel a Tour Appointment
Simply cancel the Tour Appointment in Zipleads AND Exerp. This will ensure no futher messaging goes out from ZipLeads and that the Staff member no longer has this on their Exerp schedule.
1. In ZipLeads in the contact card select appointments on the right hand side > Select the pencil/edit icon
2. Once the appointment card pops up > scroll down to additional preferences and from the dropdown select 'Cancelled' > Save appointment
3. Cancel the appointment in Exerp.
How to Adjust Phone and Tour Bookings
This video outlines how to cancel or reschedule appointments
D
Daina
Updated 8 months ago
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