The Book Meeting interaction asks the client to book a call with you. This booking happens directly within the portal and within the context of an engagement.

All you have to do is choose the Meeting Type you'd like the client to book, and we'll take care of the rest.

Default Notifications

Form Request Interactions come by default with a 4 email sequence reminding the client to book the call. These emails go out 1 hour, 1 day, 4 days, and 7 days after starting the interaction.

As with all interactions, if you'd like to customize the cadence or the content of these notifications, just contact our support team at [email protected] and we'd be happy to assist.

Did this answer your question?