An Appointment Request is a type of new lead task that appears on your Today page. It helps you confirm appointments booked through:
An online calendar 📆
The DenGro chatbot 🤖
How It Works
When a lead requests to book an appointment via an online calendar or chatbot, DenGro creates an Appointment Requested task on your practice’s Today page, containing the lead’s details and booking info.
How to Manage an Appointment Request
Find the Appointment Requested task on your Today page.
Use the dropdown to select Create a New Lead to turn the request into a lead for nurturing.
Confirm whether you have confirmed the lead’s appointment request:
If Yes, select the treatment they are interested in from the dropdown.
If No, follow up accordingly.
Confirm the date and time of the appointment. This can be the original requested slot or an alternate one if needed.
Once confirmed, the lead moves to the Consultation Booked stage. ✅