Reply can help you book a meeting with your contact using the Reply Calendar Manager. When you send a book meeting link via sequence, Reply will track each booked meeting for the source channel (Automatic Email, Manual Email, Automatic SMS, Manual SMS, Call, WhatsApp, LinkedIn) and show the total number per each source in reports.
If your meeting was booked outside of the sequence, you can manually add it to the system, providing all the details so that your reports will be more complete.
To change meeting booked details:
Open Peoples page → select contact.
Click on the 'Meeting booked' icon in the contact's profile tab.
In the pop-up, change the meeting details and click Log a meeting.
Details that can be edited:
Field | Description |
No sequence | If the meeting was booked outside of the sequence, check 'No sequence'. |
Channel | Select the source channel of a sequence from the drop-down list: Automatic Email, Manual Email, Automatic SMS, Manual SMS, Call, WhatsApp, LinkedIn. |
Meeting booked at | Change the date when the meeting was booked. |
Time | Change the time when the meeting was booked. |
Booked by | Choose the team member of the Reply account who booked a meeting. |