Follow the steps below to ensure a smooth appointment setting experience with the customer

Make sure you’re logged into Hubspot & Go to CRM > Contacts
Type in the email just submitted in the form
Click to open the record and find the contact owner and concierge who have been assigned to the lead
Let the client know that you are working on finding the available times our concierges can meet with them
Once you see in the CRM who the concierge is for that lead make sure to pull up the relevant calendar
Provide the customer with the available options for them to choose from
Select the time the customer selects and ask them to wait for confirmation
Make sure to grab the First Name, Last Name, and Email Address and phone from the CRM. Do not ask the customer to repeat this information for you
Once you see the confirmation message on the screen double check with the client to ensure they got an email confirming their appointment