Appointment Scheduling

Appointment Scheduling is an optional add-on for Verified Leads clients. Instead of qualifying a lead and handing it to you to follow up, an advisor attempts to schedule the pitch call or demo directly on your team's behalf. If the buyer doesn't want to schedule or can't agree on a time, G2 sends you the lead without an appointment.

G2 charges a 50% premium on the lead fee for each scheduled appointment. If the buyer cancels or doesn't attend, G2 refunds the appointment premium.

Basics of Appointment Scheduling

Scheduling options

You can choose one of two scheduling options:

• G2 Calendar: Use the scheduler G2 provides.
• Chili Piper: Connect your Chili Piper workspace and use your own calendar setup.

How Chili Piper appointments work

When an advisor books an appointment for a campaign connected to Chili Piper, they see your live Chili Piper availability. When they select a time, Chili Piper books the appointment right away and adds it to your calendar. Chili Piper sends a calendar invitation to both you and the buyer.

G2 delivers the qualified lead separately, after the standard QA process. The lead email includes the appointment details.

Set up Appointment Scheduling

Enroll in Appointment Scheduling

1. Go to my.G2, then navigate to Verified Leads > Appointment Scheduling.
2. If you have more than one Verified Leads campaign live, select the campaign you want to enroll.
3. If you have more than one Verified Leads product live, select the product you want to enroll.
4. Turn on Appointment Scheduling and accept the terms.
5. Choose a scheduling method under the G2 Calendar or Chili Piper tab.

Set up G2 Calendar scheduling

Complete the G2 Calendar tab's form, then select Activate:

• Under Scheduling Information:
  • Booking Notice: The minimum notice you want before an upcoming appointment. Choose 24 or 48 hours.
  • Duration: The appointment length. Choose 15, 30, 45, or 60 minutes.
  • Appointment Type: The type of appointment your team wants to conduct. Choose Web Demo, Discovery Call, or Either Web or Discovery Call.
  • Total concurrent meetings: The number of concurrent meetings your team can manage in a given time slot. G2 schedules a maximum of 3 concurrent meetings, depending on what you select.
• Under Availability:
  • Select Your Timezone: The time zone your sales team operates in.
  • Days, From, and To: The days and hours you're available for appointments. Select + Add New Timeframe to add another day or time block.

To connect your own calendar instead, use the Chili Piper tab.

Set up Chili Piper

Generate a Chili Piper API token

You need a Chili Piper account to complete this integration. If you don't already have an API token:

1. Sign in to your Chili Piper workspace as an administrator.
2. Open Command Center, then select Integrations.
3. Open API Access Tokens.
4. Select Generate Token, enter a name for the token, and select Next.
5. Grant the connection the following permissions:
   • Concierge: Select all.
   • Data Fields: Select all.
   • Meetings: Select only Read and Modify.
   • Meeting Type: Select only Read.
   • User: Select only Read.
   • Webhook: Select all.
   • Workspace: Select only Read.
6. Select Generate, then copy and securely store the token.

Connect Chili Piper in my.G2

1. Go to my.G2, then navigate to Verified Leads > Appointment Scheduling.

2. If you have more than one Verified Leads campaign live, select the campaign you want to connect, then select the Chili Piper tab.

3. Enter your Chili Piper account.

4. Leave Router blank to use the quick setup flow, which creates the required flow for you automatically. Only enter a router if you need to use an existing one.

5. Under What appointment types should we set for you?, select Web Demo, Discovery Call, or both, depending on your setup.

6. Enter the API token you generated in Chili Piper.

7. Select Connect.

   The integration takes 10 to 20 seconds to verify and refreshes automatically once it's done. Once connected, your Chili Piper calendar link appears on the Chili Piper tab.

8. Select Activate, then confirm the activation in the pop-up.

Once you activate, your selected Verified Leads campaign can receive appointments through Chili Piper.

Your Chili Piper configuration is complete once:

• You've accepted the Appointment Scheduling terms.
• You've configured your selected scheduling option.
• Your appointment type, availability, and booking settings are correct.
• Your Chili Piper account is connected and activated for the selected campaign.

If you can't connect Chili Piper, check your account name, API token, token permissions, appointment type selection, and calendar connection. If the issue continues, contact your G2 representative with your product name and the error message. Don't share your API token.