Widget: Forthcoming Marketing Appointments and DropSlot Consultations

The Forthcoming Marketing Appointments and DropSlot Consultations widget pulls together two different data sets. It shows you leads that are booked onto Marketing sessions, alongside individuals that have booked an appointment using the DropSlot Consultation functionality.

By default, the widget will show bookings for the current day, but a different time period can be selected from the Period drop-down list.

Where the meeting is a physical, in-person meeting, the list will be further filtered based on the presently selected venue. For meeting types that are not location-based (E.g. telephone calls), these will always be shown in the list.

The information displayed for each appointment will comprise:

• The name of the attendee(s).
• The host(s) for the meeting.
• The type of appointment (E.g. “Enquiry call”).
• The date and time of the meeting.
• The venue for the meeting, or the method via which is it taking place.

Clicking on the name of the attendee(s) will open the corresponding appointment detail pop-up, where you may then view more information about the appointment and take further actions.