How to add appointment setting to your script

The following tutorial will show you how to add an Appointment Setting option using Google Calendar as a new section in your script. Before you create the script section to integrate Google Calendar, please complete our tutorial on configuring your SAS Google Calendar app.

In this article we'll discuss:

How to add a script block for scheduling new appointments

1. Within SAS Flex, go to the Builder icon on the left menu navigation panel and select Blocks.

2. Locate the Google Calendar block and drag it over to the designated box in the center of your screen.

3. Under the Edit tab, fill in the operator text, or what you want the operators to say to your callers.

4. Under the Options tab, you will need to select which calendar layer you want the operators to view via the Google Calendar Layer drop-down.

NOTE: Calendar layers are something you need to create on your side through your actual Google Calendar.

5. Under the same tab, you will also need to choose the appropriate logic based off the type of block we are creating. In this case, you will select Scheduled Appointment.

NOTE: Whichever option you choose in this drop-down will dictate what pre-programmed options populate under the Logic tab

6 .  Under the Field tab, you will need to name your block label. In this case, we will name it Calendar - Schedule

7.  Once you are done, click Save. 

NOTE: If you haven’t already, go back and create the rest of the script blocks you want included within this script section, or path (name, number, email, etc.) Remember to name your blocks consistently with the section you want to attach them to (Name – Schedule, Email – Schedule, etc.). Check out this article for more information on how to create script blocks.

How to add a script block for cancelling or rescheduling appointments

Now that we created our script block for callers looking to schedule, we will learn how to do the same for callers wanting to cancel or reschedule their appointment.

1. Within SAS Flex, go to the  Builder icon on the left menu navigation panel and select Blocks.

2. Locate the  Google Calendar block and drag it over to the designated box.

3. Under the  Edit tab, fill in the operator text, or what you want the operators to say to your callers.

4. Under the  Options tab, you will need to select which calendar layer you want the operators to view via the Google Calendar Layer drop-down.

Calendar layers are something you need to create on your side through your actual Google Calendar.

5.  Under the same tab, you will also need to choose the appropriate logic based off the type of block we are creating. In this case, you can select either Cancel Appointment OR Rescheduled Appointment. Both of these options will populate the same pre-programmed options in the Logic step. 

6.   Under the Field tab, you will need to name your block label. In this case, we will name it Calendar - Cancel/Reschedule.

7. Once you are done, click Save.

If you want to create a separate block for both cancelled and rescheduled appointments you can. Just follow the same steps above but make sure you choose the applicable options depending on the block you are creating.

How to create new script sections based off the caller's query

Now that we've created all of your blocks, we will learn how to group them into their appropriate sections. 

1. Go to the Builder icon on the left menu panel and select Sections.

2. All of the script blocks you've just created will be listed under Unassigned Blocks. The script blocks that have already been assigned to a section will be located under Assigned Blocks.

3. Decide which section you want to build first (Scheduled vs. Cancel/Reschedule) and start dragging over the corresponding script blocks into the designated box. In our example we started with Scheduled. 

NOTE: Since the Google Calendar script block is a Logic Option, you will not be able to include your Closing script blocks in this section. You will need create separate sections just for the closings.

4. Once you are finished dragging over the appropriate blocks, name your section accordingly. Ours is named Calling to Schedule.

5. When you are done with this section, click Save. 

6. Next, drag over all of the remaining Cancel/Reschedule blocks (aside from your Cancel/Reschedule Closing Block).

7. Once you are finished, name your section accordingly. Ours is named Calling to Cancel/Reschedule.

9. Create your Closing sections by dragging out each of your Closing Blocks and labeling them accordingly. 

8. When you are done, click Save. 

How to implement new sections into your script

After all of our blocks and sections are created, our final step is to implement them into the script. 

1. Within SAS Flex, go to the Builder icon on the left menu panel and select Scripts. 

2. If you haven't already created a script, click Add. If you already have, click the 3-dot menu icon next to the script you wish to edit and select Workflow. 

3. If you are editing an existing script, drag out your new sections to the grid. If you are creating a script from scratch, first drag out your Greeting section to the designated box. Then, drag out the rest of your script sections. In our example, we already had a script created with an All Other Calls section. So, we are now adding our other two sections as shown below.

4. Your Greeting section will list all of the logic options you created (Calling to Schedule, Calling to Cancel, etc.). Click on the circle next to one of those options and drag it to the corresponding section so that a black line appears.

5. Once connected, a blue line will indicate a valid connection. Repeat for the rest of your logic options.

6. To complete the flow, we'll now need to add in our Closing sections. From your Script Sections list on the left, drag out both Closing Sections and link them up accordingly. 

7. When you are done, click Save.

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