If you have multiple offline stores or facilities and you want to guide your customers to the closest one, the geo-picker is what you need!
Here's how to get started:
1.a. Connect your team's calendars
1.b. Create meeting types with offline locations
1.c. Request access to the geo-picker
2. Book meeting for customers with the Geo-picker
1. Set up the Geo-picker
1.a. Connect your team's calendars
Go to the scheduling page in your dashboard. Make sure that the calendars of you and your team members are connected before using the Geo-picker.
1.b. Create meeting types with offline locations
Create some team meeting types. Make sure to activate all the relevant team members.
1.c. Request access to the geo-picker
Contact support@vectera.com to get access to the geo-picker for your team.
2. Book meeting for customers with the Geo-picker
The geo-picker is a great tool to guide customers to the nearest store or facility of your company. It gives the possibility to enter an address and see meeting types (based on address) in the near vicinity.
2.a. Visit the geo-picker
To visit your team's geo-picker*, copy your team booking link and add "/geo-picker" to it. For example: https://vectera.com/book/my-team/geo-picker/
*Note: Only team members can visit the geo-picker, it is not directly accessible for customers!
2.b. Results
Once you've typed in the address of the customer, you'll see several new things on the geo-picker page:
The address which is based on the filled-in location. This will also show the address if you type the name of a building, company, ...
All the meeting types, ordered by distance from the entered address.
The distance from the given location to the location of the meeting type. This is the distance as the crow flies.
The meeting type information and location. This is the information you give to a meeting type on your scheduling page.
To select a location and book a meeting, click on the blue button 'Show available timeslots'. You will be forwarded to the specific booking page.
2.c. Automation
Pre-fill the address query
You can add the location as a parameter in the link so you don't have to type it. Add ?q=<location> to the link.
Example: https://vectera.com/book/my-team/geo-picker/?q=Korenmarkt 1, 9000 Gent/
Pre-fill the client's data
You can add the personal details of your customer using query parameters, so you don't have to fill in that data manually when booking the meeting.
The following parameters are supported (query parameter name between parentheses):
First Name (
firstName)Last Name (
lastName)Email address (
email)Company (
company)Phone number (
phone)
This link will automatically fill in the personal details when going to the final step in the booking process:
You can also combine the location parameter and the customer data parameters by adding &q=location behind the data parameter.
Vectera is looking forward to your feedback so we can offer you the best scheduling and customer meeting experience. Set up your next customer meeting right away by logging into your account or sign-up for a free, fully-featured trial of Vectera!