With Portal Builder, you can easily let your customers or business contacts schedule a service appointment online with, for example, a staff member or technician. We’ve explained how it works below.
Your customer wants to schedule a service appointment online with one of your employees and fills out a form on your website.
In the web form, your customer can specify the desired date, time, and location. They can also indicate a preference for a specific staff member.
After filling out the form, a workflow is initiated within Exact Globe or Exact Synergy and the Planning Department receives the request.
An appointment is then scheduled, and your customer is notified by email.
If your customer would like to change the service appointment online, they can do so by filling out a web form.
The customer can view the entire correspondence between your employee and your customer. This immediately reduces the pressure on your customer service team.
Would you also like to give your clients the option to schedule digital service appointments?