Calendar Settings
Define the AI's Goal
AI Does Full Booking - AI will connect to the First Appointment calendar if it is the contact's first booking through this system, or the Second Appointment calendar if it is their 2+ appointment.
AI Gets Preferred Times - AI will ask the contact for several upcoming dates and times they are available for an appointment, then report those dates and times to the emails/sms listed below. It is then the responsibility of those contacts to follow up and book an appointment.
Define Which Calendar the AI Should Use
This setting only matters if the AI is set to "AI Does Full Booking". If the AI is set to "AI Gets Preferred Times", these settings won't be used.
The second appointment will be used for the 2nd and all subsequent booked appointments.
So first appointment will book to the first appointment calendar.
The second, third, fourth, etc. will book on the second appointment calendar.
Should The AI Ask Prequalifying Questions?
For both "AI Does Full Booking" and "AI Gets Preferred Times", the AI will ask the following questions and analyze the contact's response for a passing answer. If the contact fails a prequalification question, the AI will produce a very friendly and tactful response about how your business is not in a position to help them, then end the booking process.
If "Reject Appointment if Qx Answer Disqualifies Them" is set to "true", then failing that question will stop the booking process. If set to "false" the appointment booking will continue. This is useful if you just want to be aware that a client is not ideal, or want to call and ask additional questions, before completely disqualifying them.
How To Find The calendarId
Set Up Prequalification And Pre-Appointment Instructions
Recommend Questions
(You can copy and paste these into the form)
Q1: How many years away from retirement are you?
A1: An acceptable response is anything less than 5 years or already retired. If they mention their age, they should be at least 55 years old.
Q2: How much do you have saved for retirement?
A1: An acceptable response is anything over $250,000 in savings, retirement accounts, and investments. The prospect may call this "net worth", "savings", or similar terms.
Q3: (Your choice, if there's anything else you need)
A3: Follow the templates above. Provide your ideal answer or a range, along with some different ways someone might phrase their answer.
Pre-Appointment Steps
Example:
1. Please bring copies of the following documents:
-Most recent bank, retirement, and investment statements.
-Your last 3 tax returns.
-Your current Will, Power of Attorney, or similar legal documents.
2. Before our appointment, please go to www.somelink.com and fill out the questionnaire. This will help us gather more information in advance so we can focus on crafting your ideal retirement instead of hunting down documents.