Appointments For Advisors
Enabling appointments is a great way to grow your business (and boost your earnings!). With appointments, you can:
How do I enable appointments?
You can enable appointments via your communication methods and settings page by checking the box to accept appointments. When appointments are enabled a customer can only request an appointment within the Advisor's defined Office Hours.
What are the basics for creating an appointment type?
You create appointments from "Settings – Appointment Types" or directly from here.
What happens when a customer requests an appointment with me?
You'll receive a Mail when a customer requests an appointment. You then need to accept or decline their request as an appointment is not confirmed until you've accepted the customer's request.
How do I cancel an appointment?
You can cancel at any time from My Appointments page, but please give at least 24 hours in advance notice out of consideration for the other party.
What if I don't want appointments enabled?
No problem – just uncheck the box from your communication methods and settings page and customers will not have the ability to request one with you.
Where can I view and manage my appointments?
You can view a snapshot of upcoming appointments via your Advisor Dashboard as well as manage and make changes to all pending and accepted appointments from your My Appointments page.
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Can a customer still call me via "Call Now" if they don't have an appointment?
Absolutely! If enabled via communication methods and settings, the Call Now button will automatically display during your Office Hours without the need of a scheduled appointment. When outside of your Office Hours, the Call Now button will automatically not display.
What happens at the appointment time?
Ingenio calls you at your scheduled appointment with the customer already on the line.
What if I'm busy in another conversation on Ingenio?
In the event that you're busy with another customer on Ingenio:
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Are there certain requirements for enabling video?
Yes. To enable video you need to:
How do I enter the Video Appointment?
To enter a Video Appointment, click "Video Room" button from the Appointments Received page. You'll be able to enter the Video Room 10 minutes before an appointment. If you lose connection at any time during the session, reconnect by clicking "Connect to Video Session."
Can I offer immediate Live Video like I can through calls and chat?
No. At this time, video is only supported via appointments.
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