Schedule a Call Pages allow supporters to find a time to talk with a Team Member, either via a phone call or Zoom call. The available times offered to supporters are the entire pool of call availability times set by your Team Members who are qualified to accept calls on a given page. Call availability is always set from the mobile app, by tapping the calendar icon in the top right corner of the Schedule Tasks tab. All Scheduled calls will immediately appear in the Scheduled Tasks tab for the Team Member assigned the call.

Supporters can book calls in whatever languages you have Team Members capable of speaking. Team Members can take calls in any languages they have set as either their preferred or secondary language in their Person profile. A series of reminders via text, email, and push notifications are configured by default to remind both the Person who schedules the call and the Team Member responsible for making the call.

Meeting types

Phone call

The phone call is the default and recommended way of having initial scheduled organizing call with a supporter. All scheduled phone calls should be made through the app or the dashboard. Whether or note a scheduled call is made at the appropriate time will be tracked, to help you successfully administer a schedule call program.

Remember, all outgoing calls and texts made from Solidarity Tech are routed through the Chapter phone number for the Person being called.

Zoom

In order for a Team Member to be able to receive scheduled Zoom calls, they must connect their Zoom account from the bottom of the Call Availability section in the mobile app. When this step is completed and a Team Member is qualified to accept call assignments, a new Zoom call URL will be generated once a call is scheduled with a Team Member, with the URL sent to both the Team Member and the Person who schedules the call.

Scheduling details

Assignment methods

The assignment method of a schedule a call page determines what Team Members are eligible to receive scheduled calls. The following are the supported assignment methods:

Team Members in chapter

All Team Members who are active callers within the Chapter of the logged in Person will be eligible to receive the scheduled call. If no logged in users, Team Members in the form's default chapter will be eligible.

Team Members in selected Organization

All Team Members who are active callers within the selected Organization will be eligible to receive the scheduled call.

Specific Team Members

Only specified Team Members, who also must be active callers, will be eligible to receive the scheduled call.

Other Settings

Call duration: Select the call duration for the call (15 minutes, 30 minutes, 45 minutes, or 1 hour). Team Members who receive a schedule call will be ineligible for additional scheduled calls for the entire call duration. Calendar invites sent via email will also incorporate this call duration.

Week in future: Determines how many weeks in the future a Person can book a scheduled call. It's recommended that you keep this number under 3 weeks in order to maximize your pickup rates. People who schedule a call too far in advance are less likely to pick up at call time, even if they receive the reminders.

Page header: The page header gives supporters a brief overview of why they may want to schedule a call with one of your Team Members. The page header field can be customized with HTML content.

Notifications

By default the Person who scheduled the call and the Team Member accepting the call will both be sent an email immediately. The Team Member will always be sent a push notification reminder from the Solidarity Tech app 1 minute before the call is scheduled to take place.

Text Reminders

By default, both the call recipient and the Team Member will both be sent text message reminders 30 minutes and 60 minutes respectively, before the call is set to begin. You can customize these times or disable the text reminders entirely.

Email Reminders

You can add a BCC target for the email that's sent to your Team Members when they have a call scheduled with them.

All Scheduled Call system emails can be customized in the System Emails section of the Settings.

Missed Call Notifications

A "call deputy" is the Team Member who is responsible for administering the scheduled calls associated with a page. By default, the Team Member marked as the trainer will receive a text message if their trainee misses a scheduled call. If you'd rather have the missed call text messages received by a single "call deputy," then you can select the Team Member here.

Call Script

Each Page allows you to create a call script to be visible for all Team Members making scheduled calls through their Solidarity Tech app. If a script is added from the section in the dashboard, a "Call Script" button will appear in the top right of the call screen during any scheduled calls that a Team Member is completing.