Doc Summary
Learn how to efficiently schedule and differentiate between phone calls and virtual meetings using calendar software.
Understand Default Assumptions: Aiphilia calendars and automations typically assume that a phone call is being booked by default.
Preference for Virtual Meetings: If you prefer to use virtual meetings instead of phone calls, you’ll need to adjust the workflows linked to this setup task: B-007-WF-3.1. APPT Confirmed – Schedule A Call With Us -> Reminders, B-007-WF-5.1. APPT Confirmed – Team Calendars -> Reminders, B-007-WF-4.1. APPT Confirmed – Quick Meeting/Call 15 Minutes -> Reminders.
Remove Call Actions from Workflows: Within your Aiphilia dashboard, locate the workflows associated with calendar bookings.
Remove Phone Call Actions: Review the steps within these workflows and remove any actions that initiate phone calls. Instead, replace them with actions that schedule virtual meetings.
Save Changes: Once you’ve adjusted the workflows to reflect your preference for virtual meetings, make sure to save your changes.
Test the Workflow: It’s a good practice to test the updated workflows to ensure that virtual meetings are being booked correctly without any issues.
