Webform appointment for 3rd party answering service

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Web Form Appointment For Third Party Answering Service

1. To check the team members’ roles and responsibility:

a. Go to the right sidebar menu. Click on Manage User to see the team member’s role.

2. To share the Web Form link to the call porter or other answering services:

  1. Go to the left sidebar menu. Click the General tab → Web Form.
  2. Click Copy To Clipboard in the upper right corner of the screen to copy the link.
  3. Share the link to the call porter.

3. To book an appointment for the lead, ask the call porter to fill out the form.

  1. Click + Add Appts. 
  2. Fill out the Add Appointment window. Type in the Appointment Title and Description.
  3. Select from the drop-down list on the “Availability For”. In case there are multiple people with different positions in the team, notify the call porter to assign the appointment to the acquisition manager.


  • Leads are getting assigned to a round-robin basis by the system. 
  • Only persons in the team with an available schedule will be displayed. 
  • In case there is only one person available for an appointment, the time and date the person is available will be displayed (times and dates that are pre-scheduled will be blocked).

d. Select Date, Time Zone, Start Time, and End Time.

Date, Time Zone

e. Click the Save Appointment button.