Appointment Intake Form

First Name

Last Name

Email *

Phone *

Industry/Business Type.

Company Name *

Calendar platform used

Who has calendar access?

Number of staff who handle bookings:

Add team members to rotation?

Yes

No

Team Member and Assignment?

Team Member and Assignment 1
Team Member and Assignment 2
Team Member and Assignment 3
Team Member and Assignment 4
Team Member and Assignment 5
Team Member and Assignment (more than 5 and I'd like to discus options)

Appointment confirmation method

Send reminders?

Yes

No

When to send reminders

Information included in confirmation

Other details needed for confirmation

Cancellation policy?

Yes

No

Cancellation policy details

Appointment introduction script

Brand Tone/Personality

Words/phrases to use or avoid?

Special instructions per appointment type?

Yes

No

Describe special instructions per appointment type:

Collect payments?

Yes

No

Specify payment methods

CRM/software used

Auto-populate CRM with bookings?

Yes

No

CRM special instructions

Create follow-up task?

Yes

No

Describe your follow up sequence:

Track appointment data for reports?

Yes

No

Describe Metrics Required

I have a training SPO

Yes

No

Training SOP

Training

Sample booking requests
Common objections
Ideal booking confirmation message
Other instructions
Contact name for follow-up
Preferred contact method

I confirm this information is accurate and correct to the best of my knowledge

Yes

No

I consent to let eLiaise to use my data for this project.

Yes

No

I agree to terms & conditions provided by the company. By providing my phone number and email, I agree to be contacted by eLiaise.

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Industry one
Industry two
Industry three
Industry (more than three please contact me.)

Earliest appointment start time
Latest appointment end time

Appointment Intake Form

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