How you're alerted when an appointment is booked

PlanRainmaker
Time3 minute read
Who does itRiverX sets it up
Short answer

When RiverX books an appointment, it goes straight onto your team's Google or Outlook calendar, so it shows up on the phone and computer you already use. We can also send the appointment back to your CRM, update the lead's status, and alert the right person by text or email.

Where the appointment shows up

WhereWhat you see
Your Google or Outlook calendarThe appointment, with the lead's name, phone, address, and notes from the conversation
Your CRMThe appointment and an updated lead status, so your team sees it where they already work
A text or email alertAn alert to the person taking the appointment, if you want one
Your RiverX pipelineThe lead moves to Appointment Set

How it's set up

  1. 1

    Decide who takes appointments

    On your Rainmaker build call, we decide who takes appointments and which calendar each person uses.

  2. 2

    Connect each calendar

    We connect each person's Google or Outlook calendar, so the AI only offers times they're actually free.

  3. 3

    Build the CRM connection

    We build the connection back to your CRM, in your own integration account, so booked appointments update the lead.

  4. 4

    Test it

    We test it by booking a test appointment and checking it lands everywhere it should.

Keeping your CRM clean

  • Booked appointments update the lead's status in your CRM.
  • Leads who opt out can be marked Do Not Contact in your CRM automatically, so no one on your team calls them by mistake.
  • Other changes, like a missed appointment, can sync back too. We set these up on your build call.
Common questions
Will appointments double book?

No, as long as busy time on your calendar is marked busy. The AI only offers open times.

Can appointments go to different people?

Yes. We can send them to one person, rotate between your team, or assign by area.

What if a lead opts out?

Follow up stops right away, and we can mark them Do Not Contact in your CRM automatically.

Need a hand?

Our team handles setup and changes for every plan. Call (661) 491-7391, 8 AM to 5 PM Pacific. We usually respond the same day.

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