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Appointment Setter

• Manage inbound and outbound calls to schedule client appointments accurately and professionally.
• Process appointment requests received through email and other communication channels while ensuring all required information is captured and documented.
• Reschedule missed appointments, correct scheduling errors, adjust appointments based on case changes, and ensure all updates are accurately reflected in scheduling systems.
• Conduct courtesy calls regarding delays, schedule changes, appointment confirmations, and service updates while maintaining a professional and client-focused experience.
• Monitor, document, and respond to voicemail messages within established service-level expectations to ensure timely client communication and issue resolution.
• Notify Team Leads regarding counselor delays, no-shows, client complaints, scheduling conflicts, or escalation requests requiring management intervention.
• Maintain accurate records of client interactions, appointment activity, scheduling updates, and communication logs while ensuring data integrity and compliance.

Appointment Scheduling Specialist

• Make high-volume outbound calls to potential customers
• Qualify leads, set appointments for sales team and close sales
• Follow up with leads and ensure customer satisfaction
• Maintain accurate records of calls and appointments in CRM system
• Communicate effectively with team members and management
• Meet or exceed weekly and monthly appointment setting goals
• Stay up-to-date with product and service knowledge
• Provide feedback to improve sales and marketing strategies