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 select Verified Leads > Campaigns.
2. On the Appointment Scheduling banner, select Set up.
3. Under Choose your target, select the target you want to enroll, then select Next.
4. Under Choose how to book appointments, select Connect my Chili Piper account or Use G2 Calendar.
5. Complete the form for the option you chose, then select Next.

You can also open the setup modal from a target:

1. Go to my.G2, then select Verified Leads > Campaigns.
2. Select Edit Target.
3. On the Appointment Scheduling banner, select Set up.

The setup modal opens with Choose your target already filled in with the target you're editing.

Appointment Scheduling is configured per target. To use it for more than one target, complete the setup separately for each one. This lets you apply Appointment Scheduling to specific audience segments, such as a company-size band, an industry, or a combination of the two.

Set up G2 Calendar scheduling

Select Use G2 Calendar, complete the form, then select Next:

• Under Appointment settings:
  • 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 both.
  • Meetings at the same time: 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:
  • Time zone: The time zone your sales team operates in.
  • Day, From, and To: The days and hours you're available for appointments. Select Add availability to add another day or time block.

After you select Next, a confirmation screen shows that Appointment Scheduling is enabled for the target. G2 advisors then use your settings while qualifying buyers for that target. When a buyer books an appointment, G2 adds the meeting to your calendar and includes the details with the lead.

To connect your own calendar instead, select Connect my Chili Piper account.

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 select Verified Leads > Campaigns.

2. On the Appointment Scheduling banner, select Set up.

3. Under Choose your target, select the target you want to enroll, then select Next.

4. Under Choose how to book appointments, select Connect my Chili Piper account.

5. Enter your Chili Piper account.

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

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

8. Under API Token, enter the API token you generated in Chili Piper.

9. Select Next.

   The integration takes 10 to 20 seconds to verify and refreshes automatically once it's done.

10. 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.

Edit Appointment Scheduling settings

Once you set up Appointment Scheduling for a target, the Appointment Scheduling banner on the target's edit page is replaced by an Appointment Scheduling section.

1. Go to my.G2, then select Verified Leads > Campaigns.
2. Select Edit Target.
3. In the menu on the left, select Appointment Scheduling.
4. Under Available calendar options, select Edit on the calendar option you want to change.
5. For G2 Calendar, the Edit your G2 Calendar connection window opens with the same fields as the setup form. Update the fields you want to change. For descriptions, see Set up G2 Calendar scheduling.
6. Select Save.