Appointment booking

[Randall_Tam]

Hi,

I have a form that collects data for a demo request.  On this form I want a self serve option, if the contact chooses to do so, to pick an available time when they want to view a demo.

Do you know if there is anything that will do this for me?

Thanks,
Randlal

[Anonymous]

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]

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

[Anonymous]

I might need more information but what you can do is assign your time field as a select field in the form.  Then add all of the available times manually.

Will this work for you?

Do you need more information?

[Randall_Tam]

Hi James,

Thanks for responding.  Basically I am looking for a functionality where off our form, a contact can choose an available time when they can attend a demo.  Hopefully this app will be synced with general outlook/gmail calendar to view all times available.   Kinda of like when you get an email from any sales agent to book a meeting with him based off their availability of their calendar.  Does this help?

Thanks,

Randall

[Anonymous]

Yes, so you can do this in the form.  Just highlight the field in the forms editor then go to 'field type' under properties.  From there pick the 'select' type and edit your values below.

You can then make the email dynamic with the correct ICS file attached:  Include a Calendar Event (.ics) in an Email - Marketo Docs - Product Docs

[Randall_Tam]

Hi James,

I not really looking to add a calendar event.  I want to have the form to diisplay the availlable times they can book a demo/meeting.  Something like this calendly.com

Thanks,
Randall

[Dan_Stevens_]

We're trying to do something very similar and unfortunately this requires a bit too much manual effort to do this within Marketo.  You need a dedicated service like Doodle or Appointly.

[Anonymous]

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_]

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.

[Anonymous]

I don;t see anything on launchpoint, you may need to go directly to those vendors for this

[Josh_Hill13]

Please go to launchpoint and choose a vendor. Schedule Once, Calendly, Appointlet, etc.. can do this as long as you integrate them with the right calendar and pieces.

[Randall_Tam]

Thanks Josh,

I went to launch point and did not see them there.  Do you know where I can find them off launchpoint?

[Josh_Hill13]

if you can't find anyone under Events, then you should search the web. I believe many of the appointment only vendors integrate through zapier, Google Apps, Office365, or through SFDC though.