Ecanvasser’s user-friendly Appointment Scheduler tool lets your field agents, sales reps, and canvassers quickly schedule appointments for specific premises, households, and contacts. Managers can then view all team appointments to identify potential capacity issues and easily transfer scheduled meetings to other sales reps or canvassers if the original appointment setter can’t make it.
Overseeing Appointments as an Account Owner/Manager
The Planner page allows you to centrally manage all of your Appointments and Actions within one location.
The Appointments Section of the Planner page is made up of four main components:
Upcoming Appointments
Overdue Appointments
Appointment Filters
Appointment Settings
Upcoming Appointments
Any appointments that were scheduled for a future date and time are within the Upcoming view. This view includes the time and date for the appointment, appointment details, and assigned user(s).
Appointment Details:
Appointment Name
Contact (First & Last Name if applicable)
Address of Household
From here you can:
Assign/Re-assign an Appointment
Change the status of the Appointment
Delete an Appointment
Clicking on an Appointment Name after it has been created will also give you the option to edit any of the details about the appointment further, including changing the status of it.
Overdue Appointments
The appointments that were scheduled for a date/time but were not completed are within the Overdue view. This view also includes the time and date for the appointment, appointment details, and assigned user(s) with an indication the appointment is overdue. Furthermore, you can still re-assign, change the status, and delete any overdue appointments.
Appointment Filters
You can filter your displayed Appointments by:
Users or Teams
Appointment Date
Appointment Status
Appointment Settings
The ability to schedule an appointment is tied to your Interaction Statuses, meaning that you can customize an interaction status so that it will auto-open a dialog to schedule an appointment at the selected house or with the selected contact.
Your Settings enable you to select which Interaction Statuses will allow users to schedule an appointment.
Interaction Statuses that allow users to schedule appointments will have a calendar icon on the status within your Customize section of the web application.
How to Schedule an Appointment within the Web Application
This can be done from a desktop computer, laptop, tablet, or any mobile device accessing Ecanvasser through a web browser (it works best with Google Chrome). Simply head over to the Database or Map page and locate the contact or house where you want to schedule the appointment.
You can schedule an appointment with a contact by selecting the clipboard icon next to the person you are engaging with. From here, you will see an 'APPOINTMENT' section within the pop-up dialog.
Next, you will prompted to input your Appointment Details.
Title - Defaults to 'Appointment with (Inster Contact Name/House Address)', but can be edited.
Description
Date
Time - Defaults to 9 am the very next day, but can be edited to the agreed-upon date.
Assignee - The team member who the appointment will be assigned to.
After inputting all of the information and hitting the 'Save' button, the new appointment will appear on the web application Planner page and for the user within the Walk App.
How to Schedule An Appointment using the Walk App
From the Quick Canvass Screen
Choose the corresponding interaction status that the appointment will be scheduled with. Note: You will know which statuses can schedule an appointment because they will have a chevron icon next to the status name.
Use the 'Schedule Appointment' option that appears on the interactions screen above the Priority Fields section.
Input Appointment Details
Title
Description
Date & Time - Defaults to 9 am the very next day, but can be edited to the agreed-upon date.
Contact (pre-populated)
Address (pre-populated)
After inputting all of the information and hitting the 'Save' button, don't forget to save the interaction as well! Your new appointment will appear on the Planner page and your Walk App Calendar page.
Managing Appointments as a Walk App user
The Walk App Planner page allows users to centrally manage all of their Appointments and Actions within the app and is made up of three main components:
Calendar
Overdue Appointments
Appointment Filters
Calendar
All appointments, upcoming and overdue, are available within the Calendar. This view includes:
Time and date of the appointment
Appointment Name
Flag for overdue Appointments
Clicking on an existing Appointment will give you the option to:
Edit Appointment details
Delete an appointment
Mark an appointment as complete.
Overdue Appointments
The appointments that were scheduled for a specific date/time but were not completed in-time are within the Overdue view. This view also includes the appointment details where a user can still Edit, Delete, or Mark an appointment as complete.
Appointment Filters
You can filter your Planner Page by:
Displaying Appointments
Displaying Actions
Showing Completed Appointments
Action Status
Interaction Status
If you have any questions you can message us via chat or email support@ecanvasser.com.