Scheduled Appointments

The 3i CRM natively supports booked appointment delivery from any scheduling channel: human phone setter teams, dialer call centers (Five9, Convox, Vicidial, Ringba), CRM calendars (GoHighLevel, Acuity), custom web booking forms, or Calendly. When an appointment is delivered, the lead automatically enters the CRM with status = 'Scheduled' and is placed on the receiving agent’s calendar agenda.

Scheduling Fields Reference

string

Set to "Scheduled" to route the lead directly to the agent’s active Appointments queue deck.

string

The Canonical Timestamp. UTC ISO-8601 string (e.g. "2026-09-28T18:00:00.000Z"). This timestamp powers calendar agenda views, appointment countdowns, and automated reminders.

string

Alternative Split Format. If your system outputs date and time separately (e.g. "2026-09-28" and "02:00 PM"), 3i automatically combines them into UTC.

string

(Optional) IANA timezone name (e.g. "America/New_York", "America/Chicago").

Zero Timezone Friction: You do not need to calculate timezone offsets. If appointment_timezone is omitted, 3i CRM automatically infers and assigns the correct timezone based on the contact’s state or telephone area code.

string

default:"appointment"

Set to "appointment" for formal consultations, or "follow_up" for casual callbacks.

string

Name or badge ID of the human setter, dialer agent, or booking widget that scheduled the consultation (e.g. "Alexander Hayes (Setter Team Alpha)").

string

(Optional) Pre-formatted human-readable display string for quick reading in queue tables (e.g. "09/28/2026 02:00 PM EDT").

array

Array of strings attached to the lead (e.g. ["Scheduled", "Setter Appointment", "Mortgage Protection"]). 3i’s tag engine preserves vendor tags during status updates.

string

Comprehensive briefing covering prospect goals, qualification details, decision-maker verification, and health notes.

Supported Delivery Channels

Call Center Phone Setters
Web Form Calendar Pickers
Video / Calendly Consultations

Delivering Setter-Booked Appointments

When a human phone setter or live transfer desk books a consultation, format your payload with the confirmed UTC timestamp (or split date/time) and include setter attribution:

{
  "first_name": "Patricia",
  "last_name": "Gomez",
  "phone": "3055550143",
  "email": "patricia.g@example.com",
  "address": "844 Ocean View Dr",
  "city": "Miami",
  "state": "FL",
  "zipcode": "33139",
  "age": 58,
  "coverage_type": "Mortgage Protection",
  "coverage_amount": "150000",
  "status": "Scheduled",
  "schedule_type": "appointment",
  "scheduled_at": "2026-09-28T18:00:00.000Z",
  "setter_dialer_name": "Alexander Hayes (Setter Team Alpha)",
  "notes": "APPOINTMENT CONFIRMED: 09/28/2026 at 2:00 PM EDT\nSetter: Alexander Hayes\nMeeting Type: Phone Consultation\n------------------------------\nRequested Coverage: $150,000 Mortgage Protection\nSpouse Present: Yes (Spouse Carlos will be on call)\nHealth: Clean, non-smoker\nNotes: Homeowner since 2020. Looking to ensure home is paid off if anything happens to her.",
  "tags": ["Scheduled", "Setter Appointment", "Mortgage Protection"],
  "custom_fields": {
    "setter_id": "SETTER-442",
    "call_recording_url": "https://recordings.partner.com/rec_99214.mp3",
    "call_duration_seconds": 384
  }
}

Delivering from Online Date/Time Pickers

If your landing page has an embedded calendar picker that returns separate date and time values, send them as appointment_date and appointment_time. 3i will calculate the timezone offset automatically:

{
  "name": "Raymond Chen",
  "phone": "4155550182",
  "email": "raymond.chen@example.com",
  "city": "San Francisco",
  "state": "CA",
  "zipcode": "94107",
  "coverage_type": "Term Life",
  "coverage_amount": "250000",
  "status": "Scheduled",
  "schedule_type": "appointment",
  "appointment_date": "2026-09-29",
  "appointment_time": "10:30 AM",
  "setter_dialer_name": "Web Form Self-Scheduler",
  "tags": ["Scheduled", "Web Scheduled"],
  "notes": "Appointment selected on website form: 09/29/2026 at 10:30 AM PDT. Selected coverage: $250k 20-year term."
}

Delivering with Meeting Join Links

If the appointment includes a video consultation link (Zoom, Google Meet, Teams) or Calendly management links, pass them inside custom_fields. The CRM provides one-click meeting launch buttons directly on the agent’s lead card:

{
  "name": "Gerald Guilbeau",
  "phone": "3375550199",
  "email": "gguilbeau@example.com",
  "address": "412 Bayou Rd",
  "city": "Lafayette",
  "state": "LA",
  "zipcode": "70501",
  "status": "Scheduled",
  "schedule_type": "appointment",
  "scheduled_at": "2026-09-29T19:30:00.000Z",
  "setter_dialer_name": "Online Video Scheduler",
  "tags": ["Scheduled", "Video Consultation", "Final Expense"],
  "coverage_type": "Final Expense",
  "coverage_amount": "30000",
  "notes": "Appointment: 09/29/2026 02:30 PM (CDT)\nMeeting Room: https://zoom.us/j/91827364510\n------------------------------\nExisting Coverage: No\nCoverage Goal: $25,000 to $35,000\nBeneficiary: Spouse (Marie)",
  "custom_fields": {
    "join_url": "https://zoom.us/j/91827364510",
    "event_duration_minutes": 15,
    "reschedule_url": "https://schedule.partner.com/reschedule/ABC123",
    "cancel_url": "https://schedule.partner.com/cancel/ABC123"
  }
}

Structuring Appointment Briefings in Notes

Agents review the notes field prior to dialing. To ensure high-quality conversations, structure your briefing text using clear headers:

APPOINTMENT CONFIRMED: 09/28/2026 at 2:00 PM EDT
Setter: Sarah Jenkins (Team Alpha)
Meeting Type: Phone Consultation
------------------------------
Requested Coverage: $35,000 Final Expense
Spouse Present: Yes (Husband Harold will be on call)
Current Health: High Blood Pressure (takes Lisinopril)
Existing Coverage: None
Notes from Setter: Very polite. Eager to lock down rate before 65th birthday next month.

Get Started

Lead & Appointment Ingestion

Testing & Observability

Underwriting Engine

Scheduling Fields Reference

Supported Delivery Channels

Delivering Setter-Booked Appointments

Delivering from Online Date/Time Pickers

Delivering with Meeting Join Links

Structuring Appointment Briefings in Notes

​Scheduling Fields Reference

​Supported Delivery Channels

​Delivering Setter-Booked Appointments

​Delivering from Online Date/Time Pickers

​Delivering with Meeting Join Links

​Structuring Appointment Briefings in Notes

Scheduling Fields Reference

Supported Delivery Channels

Delivering Setter-Booked Appointments

Delivering from Online Date/Time Pickers

Delivering with Meeting Join Links

Structuring Appointment Briefings in Notes