Appointment from Places

Appointment from Places

What is Appointment from Places?

Appointment from Places starts a check-in / appointment at a prospect location while you are in the field.

How to navigate

Places / map pin → Appointment

Using Appointment from Places

1. Open a place.
2. Tap Appointment.
3. Confirm “Do you want to start an appointment with [place]?”
4. If an appointment is already active, CallProof asks whether to end it first.
5. After starting, continue with visit/event-form flows as configured.
6. End the appointment when the visit is finished.

Features include

• Start appointment – Begin a visit at the place.
• Active appointment check – Prompts to end an existing appointment first.
• Location captured – Uses your coordinates when starting.
• Event form link – Can attach configured event form data for the visit.
• Places-specific start – Uses place ID for the appointment record.

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