Personalized Lead Appointment URL

SUMO Lead Appointment builds a SUMO scheduling link that is personal to one Lead. You pick the appointment category, the service, and the host, then copy the link and send it to the prospective student yourself. When they book through it, the appointment is tied to their Lead record.

• What it's for
• When to use it
• Where to find it
• Step by step
  • Step 1: Appointment Selections
  • Step 2: Select Service Screen (appears only if the category has more than one service)
  • Step 3: Select Host Screen (appears only if the service has more than one host)
  • Step 4: Display URL
• What happens after you click Finish
• If something goes wrong
• Related articles
• Walkthrough

What it's for

SUMO Lead Appointment runs from a Lead record. It builds a link to the SUMO online scheduler that already knows:

• which Lead is booking
• which appointment category and service they are booking
• which host they are booking with

The Lead doesn't have to fill in their name and email on the scheduler, and the appointment is tied to the correct Lead record.

The flow only builds the link. It doesn't send an email, log an activity, or change the Lead record. You copy the link and send it yourself.

When to use it

Use it when you want to send a prospective student (a Lead) a direct booking link, such as for an admissions consultation or a coffee chat. Only appointment categories that are set up for Leads and are currently active appear in the list.

For applicants who have an Admissions Application, use Email Appt Invite on the application instead.

Where to find it

1. Open the Lead record.
2. Click the Email an Invite button.

Step by step

Step 1: Appointment Selections

1. Appointment Category: pick the type of appointment from the dropdown (required). The list shows every active SUMO appointment category set up for Leads, in alphabetical order.
2. Click Next.

Step 2: Select Service Screen (appears only if the category has more than one service)

1. Service: pick the specific service the Lead should book (required).
2. Click Next.

If the category has only one service, Salesforce uses it and skips this screen.

Step 3: Select Host Screen (appears only if the service has more than one host)

1. Select Host: pick the person the Lead should book with (required).
2. Click Next.

This screen also has a Pause button. It saves your place so you can finish later.

If the service has only one host, Salesforce uses that host and skips this screen.

Step 4: Display URL

The screen shows the Lead's personal scheduling link.

1. Copy the link and paste it into your email or message to the Lead.
2. If you want to check it, click the link. It opens in a new browser tab.
3. Click Finish.

You can click Previous on any screen after the first to change an earlier choice.

What happens after you click Finish

Nothing else happens. Salesforce doesn't:

• email the Lead
• save the link anywhere
• log a Task

The window just closes. If you need a record that you sent the link, log it yourself in whatever way your team usually does.

Later, when the Lead books through the link, SUMO creates the appointment. Salesforce's automatic appointment handling takes over from there. See SUMO Automatic Scheduling Actions.

If something goes wrong

The flow has no error screens or error messages of its own.

If any of these happen, submit a ticket to SC Johnson IT:

• you see an error
• the window closes before the link appears
• the category you need isn't in the Appointment Category list

Include in the ticket:

• the Lead's name
• the Appointment Category you picked
• the Service, if you got that far

Related articles

• Email Appt Invite: send an interview scheduling invite from an Admissions Application.
• SUMO Automatic Scheduling Actions: what happens automatically after an appointment is booked, rescheduled, or canceled.

Walkthrough

A step-by-step recorded walkthrough follows.