An appointment form can be a very useful tool in setting appointments in Follow Up Boss. Apart from creating an appointment, it can help assign the location, the appointment type, the description, and create the deal in the deals section. The form can be filled out by an ISA or an agent, names of whom are pulled directly from FUB. The form can also assist in adding relationships in Follow Up Boss by collecting secondary client information, and invite them to the appointment.
Click on Create New Form under Form Builder in your InterFace account.
Name the form, add in a description and select form type as "Opportunity" when prompted.
Next, in the Assigned Agent field, select option 1 if you wish to NOT RE-ASSIGN the lead to an agent. Select option 2 if you wish to claim/re-assign the lead:
Usually, option 2 is recommended for appointment forms.
Select the pipeline and the stage you wish to associate the form with.
Select "Yes, this is an appointment form"
For appointment form, we recommend using templates. You can skip if you wish.
Choose the Appointment Form template and hit continue.
Here's how you can add agents and ISAs to the default fields.
Remember, the following fields are critical to creating an appointment and should not be removed from the form:
Appointment Date
Appointment Time
Appointment Location
Assigned Agent
The following fields push data into the appointment, but are optional on the form:
Appointment Type (choices pulled from FUB)
Appointment Duration
Appointment Description
Additionally, two hours after the appointment, a text with the disposition form link will be sent out to the agent, so they can log the outcome of the appointment on the go.
You can drop an email to support@interface.re if you have any questions!
IMPORTANT: Once you have built the disposition form, come back into the settings page of the appointment form to select the disposition form. Without this, the functionality won't work well.