Base is making it easier to schedule and track appointments with customers. We’re pleased to introduce Base Appointments. Use Appointments on your phone, tablet or computer to schedule meetings, send invitations and track meeting history with your customers. Next time you log into your Base account, you will notice a new tab at the top of your screen with today’s date. This calendar will display all of your appointments and tasks with due dates.
Two-Way Sync With Google
Connect your Google calendar to Base and sync your appointments. For example, when you create an appointment in Base, you will see it on your Google Calendar and when you create an appointment on your Google Calendar, you will see it in Base. Connect multiple Google Calendars so you can track everything in one spot.
You can add individual invitees to a meeting or simply add a Deal and Base will add everyone related to that deal. You have the option to send email invitations to the attendees. If an invitation is sent, Base will update whether the recipient has Accepted, Declined or marked the invite as “Maybe.”
Running Late Notifications
When you’re running late for a meeting, it’s important to notify everyone that you will be there as soon as possible. Base Appointments lets you alert everyone that you’re running late. All you need to do is open the appointment and click how late you will be. We will automatically notify everyone for you. All you need to focus on is getting to the meeting.
Each appointment is logged to the Contact, Lead and Deal card. This allows you to look back at your history to see when you last spoke or met with a customer. It also makes it easy to see what time of day you usually meet with a customer.
Base Appointments make it simple to schedule meetings with customers. Check out this video to see what you can do with Base Appointments. Don’t have a Base account yet? Grab one here.