Emissary Exchange makes it easy to propose, accept, and reject call times. Follow these steps to schedule a call. If you have any further questions, or are having trouble with scheduling, please reach out to support@emissary.io.
Navigating to the Call Scheduler
Navigating to the Call Scheduler page is similar for both client and advisor users. After logging into Emissary Exchange, find the engagement you want to schedule a call for among the Active engagements listed at the bottom of your home page.
Click on the engagement to navigate to the engagement details page.
Propose Times for a Call
On the engagement details page, if no call times have been proposed, you will see the ability to propose call times.
A pop-up window will open where you can select the days and times that work for you for a call, up to a month in advance. Note that each call lasts one hour, so when selecting a call time, you are committing to the time slot that starts at the appointed time, and concludes an hour later. You are not obligated to speak with the advisor or client for the whole hour, but to get the most value out of your engagement, you should aim to fill the allotted time.
You are able to propose up to 30 possible time slots for your call. It is recommended that you propose at least 5 to 10 options so that your client or advisor has a range of times to choose from that suit their schedule.
Once you have made your selection, click the “Confirm Times” button at the bottom of the pop-up and the time slots will be sent over to the other party to review. You will receive an email notification when the other party accepts one of your suggested call times.
Accept a Time for a Call
If call times were suggested by the other party, you’ll receive an email letting you know this with the prompt to log in and accept or reject the proposed times. Navigate to the engagement details page as detailed below.
The proposed times will be listed. Click “accept” on the time that works for you, and click “Confirm” on the pop-up that appears.
Both you and your client or advisor will receive an email that includes the details of your call, the link to the designated Zoom meeting room, and a dial-in number. To keep this information handy, you can add the call to your Google, Outlook, or Apple Calendar by pressing the “Add to Calendar” button.
If none of the proposed times work for your schedule, click the button titled “None of these call times work for me”, located under the suggested times. Confirm that you mean to reject all the listed times in the pop-up that appears.
It is best practice to send the other party alternative times for your call as soon as possible to let them know that you are still interested in speaking with them. You can do so by following the instructions under “Propose Times for a Call” above.
