Adjusting Experts - How To Schedule An Inspection
Jacob Oressie
14 steps
2 minutes
Autoconvo
1
Navigate to [https://app.autoconvo.io](https://app.autoconvo.io)
2
Click the lightning bolt.
3
Click "Book a new appointment in calendar"
4
Search for your contact here or click 'Add New' to add a new contact.
5
If selecting an old contact, just click on the correct one after searching.
6
Make sure to assign the appointment to yourself by clicking the 'Team Member' drop down.
7
Select the date and time here. It will automatically check your calendar for you and see what times you have available.
8
If you want to schedule a different time than what is shown, click 'custom'.
9
You can leave 'Appointment Title' blank as it will autofill that for you. Click "Show Notes" to leave notes for yourself.
10
Type out any notes you have in the 'Appointment Description'. These notes will show up in your Outlook Calendar.
11
Click "Additional Preferences" to add the client's address.
12
Click the "Custom" button.
13
Type out the meeting location here.
14
Click "Book Appointment"
Adjusting Experts - How To Schedule An Inspection
Jacob Oressie
14 steps
2 minutes
Autoconvo
1
Navigate to [https://app.autoconvo.io](https://app.autoconvo.io)
2
Click the lightning bolt.
3
Click "Book a new appointment in calendar"
4
Search for your contact here or click 'Add New' to add a new contact.
5
If selecting an old contact, just click on the correct one after searching.
6
Make sure to assign the appointment to yourself by clicking the 'Team Member' drop down.
7
Select the date and time here. It will automatically check your calendar for you and see what times you have available.
8
If you want to schedule a different time than what is shown, click 'custom'.
9
You can leave 'Appointment Title' blank as it will autofill that for you. Click "Show Notes" to leave notes for yourself.
10
Type out any notes you have in the 'Appointment Description'. These notes will show up in your Outlook Calendar.
11
Click "Additional Preferences" to add the client's address.
12
Click the "Custom" button.
13
Type out the meeting location here.
14
Click "Book Appointment"
