Re: Appointment booking

Anonymous
Not applicable

Re: Appointment booking

Hi Dan,

Did you make a decision on a tool to use? I am going through vendors at the moment and be good to know if you have chosen one and what your experience has been.

Cheers!

Dan_Stevens_
Level 10 - Champion Alumni

Re: Appointment booking

Hi Kara - the team has decided to manually manage this outside of Marketo, using Office 365 (Outlook online).  What we did was leverage our existing custom "approval for events" workflow in Marketo for a user to request two dates/times - and then once confirmed, the team will send out a confirmation email to the user.  I know, kind of defeats the purpose of automation - but we needed something quick.

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Anonymous
Not applicable

Re: Appointment booking

Hi Randall,

Did you make a decision on a tool to use? I am going through vendors at the moment and be good to know if you have chosen one and what your experience has been.

Cheers!

Randall_Tam
Level 2

Re: Appointment booking

Hi Kara,

Have not really decided yet. For now we are just creating Marketo landing page and letting them pick a date from a drop down list to book them for an appointment.

Thanks,

Randall