Confused about contact channels

4 posts, 2 voices

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I have some questions – I’d appreciate any help.

1) If a potential client clicks on my widget while I am online does it go to chat, or skype, or my phone, or video? Or can I select this in the settings?

2) If I am offline can a person make an appointemt or only leave a message?

3) Can I chat with 2 people at once? (I probably would not – but just curious whether I can ‘screen’ more than 1 client.

4) Are repeat appointments possible? Eg. setting a time slot as ‘taken’ for all following weeks?

5) If I am talking to a client do I appear as ‘not available’?

6) Is it possible to cancel appointments?

7) When a client books an appointment is it always 1 hour, 30 mins, or a different time-period?

I could not find this info on the site so I appreciate any help. Thanks.

Edit*

1 last question : D

8) If a client pays for 30 minutes but stays on for 31 what happens? Do they get cut off?

Thanks

1) If a potential client clicks on my widget while I am online does it go to chat, or skype, or my phone, or video?

It goes to the Chat, and from there you can select to invite the client to a Phone or Skype call (in addition to the chat which remains active)

2) If I am offline can a person make an appointemt or only leave a message?

They can leave a message and request appointment, but you are the one setting the appointment (in your reply).

3) Can I chat with 2 people at once?

Yes. You can chat with multiple people at the same time.

4) Are repeat appointments possible? Eg. setting a time slot as ‘taken’ for all following weeks?

No. We do not currently support that.

5) If I am talking to a client do I appear as ‘not available’?

You appear as “Busy” when talking to a client.

6) Is it possible to cancel appointments?

Yes. Go to “Office -> Appointment Book”

7) When a client books an appointment is it always 1 hour, 30 mins, or a different time-period?

You choose the length

8) If a client pays for 30 minutes but stays on for 31 what happens? Do they get cut off?

If you use the charging per minute (Start Charging button) then the client is charged per minute of usage. If you charge a fixed amount of money (Request Payment button) then the money transfer is unrelated to the amount of time you consult.

Thanks. That clears everything up.