GUIDEPOINT GLOBAL QUICK REFERENCE GUIDE FOR CLIENT … · Patrick Clarke has 30 years experience in...
Transcript of GUIDEPOINT GLOBAL QUICK REFERENCE GUIDE FOR CLIENT … · Patrick Clarke has 30 years experience in...
GUIDEPOINT GLOBAL
QUICK REFERENCE GUIDE
CLIENT PORTAL SCHEDULING FEATURE
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GUIDEPOINT GLOBAL
QUICK REFERENCE GUIDE
FOR
CLIENT PORTAL SCHEDULING FEATURE
CLIENT PORTAL SCHEDULING FEATURE
Table of Contents 1. Introduction ................................
2. Getting Started ................................
3. Client Scheduling: Description of Standard Workflow
4. Client Scheduling: Description of Non
5. Using the Conference Bridge
6. Usage Reports ................................
7. Summary ................................
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Table of Contents
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Client Scheduling: Description of Standard Workflow ................................................................
Client Scheduling: Description of Non-Standard Workflow ................................................................
Using the Conference Bridge ................................................................................................
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1. Introduction
A new “Client Portal Scheduling”schedule consultations directly through Guidepoint Global ‘s Client Portal. conference bridge; and allows Clients to view the Advisor‘s Calendar, Select available Tfrom Advisor Calendar, Propose Alternate Timeslots, Receive Confirmations with Bridge Conference Details, and Download Confirmed Scheduled Calls to Outlook Calendar.
2. Getting Started
The workflow process begins as usual. screening and identifies potential Advisors for requested Consultation. to Advisor(s). When responding, the Advisors include their availability.When the “Advisors Available” Email is sent to the Client, a to the Advisor’s name:
Dear Cecily,
Regarding your consultation request on Purchasers at Utilities (TEST), please review the following Advisor
bios below. Click on “Schedule” beside the appropriate Advisor’s name to
====================================================================
1. Mr. Patrick Clarke CIPD, MBA, DMS (First Consult
DIRECTOR OF NETWORK CONNECTION EDF
Patrick Clarke has 30 years experience in the energy industry, specifically electrical transmission and
distribution as a professional Engineer. The experience was gained at various levels, professional engineer,
project manager, senior manager and executive director. Responsibility range from network planning,
operation, maintenance and construction. Knowl
director responsibility is broader than just the technical elements of running a business, it includes, business
planning, people management, project management, contractor management, safety, Leadership
management skills, Profit and Loss management, Organization efficiency, Resource Management,
Employee Engagement and Relations, Customer Service Management
Availability (US Eastern Time):
- Thu (07/21): 8:00 AM - 11:00 AM
- Sat (07/23): 1:30 PM - 04:30 PM
------------------------------------------------------------------------
Please feel free to contact me with any questions.
Best regards,
Sal Savino
Guidepoint Global
3. Client Scheduling: Description of Standard Workflow
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Client Portal Scheduling” feature is now available that provides the ability for Clients to schedule consultations directly through Guidepoint Global ‘s Client Portal. This feature utilizes a conference bridge; and allows Clients to view the Advisor‘s Calendar, Select available Tfrom Advisor Calendar, Propose Alternate Timeslots, Receive Confirmations with Bridge Conference Details, and Download Confirmed Scheduled Calls to Outlook Calendar.
The workflow process begins as usual. The Guidepoint Global Project Manager performs screening and identifies potential Advisors for requested Consultation. A screening email is sent to Advisor(s). When responding, the Advisors include their availability. When the “Advisors Available” Email is sent to the Client, a Scheduling Link will now appear next
Regarding your consultation request on Purchasers at Utilities (TEST), please review the following Advisor
bios below. Click on “Schedule” beside the appropriate Advisor’s name to schedule the consultation time.
====================================================================
1. Mr. Patrick Clarke CIPD, MBA, DMS (First Consult) (schedule)
DIRECTOR OF NETWORK CONNECTION EDF
Patrick Clarke has 30 years experience in the energy industry, specifically electrical transmission and
distribution as a professional Engineer. The experience was gained at various levels, professional engineer,
project manager, senior manager and executive director. Responsibility range from network planning,
operation, maintenance and construction. Knowledge of voltage levels up to £132kv. As an executive
director responsibility is broader than just the technical elements of running a business, it includes, business
planning, people management, project management, contractor management, safety, Leadership
management skills, Profit and Loss management, Organization efficiency, Resource Management,
Employee Engagement and Relations, Customer Service Management
11:00 AM
------------------------------------------------------------------------
Please feel free to contact me with any questions.
Client Scheduling: Description of Standard Workflow
feature is now available that provides the ability for Clients to This feature utilizes a
conference bridge; and allows Clients to view the Advisor‘s Calendar, Select available Timeslots from Advisor Calendar, Propose Alternate Timeslots, Receive Confirmations with Bridge Conference Details, and Download Confirmed Scheduled Calls to Outlook Calendar.
ject Manager performs A screening email is sent
Scheduling Link will now appear next
Regarding your consultation request on Purchasers at Utilities (TEST), please review the following Advisor
schedule the consultation time.
====================================================================
Patrick Clarke has 30 years experience in the energy industry, specifically electrical transmission and
distribution as a professional Engineer. The experience was gained at various levels, professional engineer,
project manager, senior manager and executive director. Responsibility range from network planning,
edge of voltage levels up to £132kv. As an executive
director responsibility is broader than just the technical elements of running a business, it includes, business
planning, people management, project management, contractor management, safety, Leadership and People
management skills, Profit and Loss management, Organization efficiency, Resource Management,
When the Client receives the Email and clicks on the scheduling link, they will be provided with a scheduling grid which shows the Advisor’s availability highlighted in green. The Client can then view and select availability matching that of the Advisor’s availability anschedule the consultation by clicking the left mouse button and scrolling over the desired timeslots on the grid. When the mouse button is released, the matching Advisor and Client selected timeslots will be highlighted in yellow. Note that only one timAdvisor. A one hour time slot is generally selected.
The following confirmation message is received when Client clicks on “Send” button:
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receives the Email and clicks on the scheduling link, they will be provided with a scheduling grid which shows the Advisor’s availability highlighted in green. The Client can then view and select availability matching that of the Advisor’s availability anschedule the consultation by clicking the left mouse button and scrolling over the desired timeslots on the grid. When the mouse button is released, the matching Advisor and Client selected timeslots will be highlighted in yellow. Note that only one time slot can be chosen per Advisor. A one hour time slot is generally selected.
The following confirmation message is received when Client clicks on “Send” button:
be provided with a scheduling grid which shows the Advisor’s availability highlighted in green. The Client can then view and select availability matching that of the Advisor’s availability and schedule the consultation by clicking the left mouse button and scrolling over the desired timeslots on the grid. When the mouse button is released, the matching Advisor and Client
e slot can be chosen per
The following confirmation message is received when Client clicks on “Send” button:
Confirmation Emails are then immediately sent to the AdvisorOutlook calendar entry with CONFIRMED in the subject line These Emails will contain the call bridge information. The Guidepoint Global Project Manager is also informed of the scheduled confirmation via Email.
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Confirmation Emails are then immediately sent to the Advisor and Client that includes a link to an Outlook calendar entry with CONFIRMED in the subject line
These Emails will contain the call bridge information. The Guidepoint Global Project Manager is also informed of the scheduled confirmation via Email.
Confirmation Email to Client
and Client that includes a link to an
These Emails will contain the call bridge information. The Guidepoint Global Project Manager is
Sidney,
A consultation is confirmed with James Pray on Next Generation
Sequencing (#157071). Please dial in at the number below at
the time of the scheduled consultation.
Date: Friday, July 29, 2011
Time: 01:00PM (GMT-05:00) Eastern Time (US & Canada)
Request: Next Generation Sequencing
Advisor: James Pray
Company: CAD-1, Inc.
Dial-in Number (US & Canada): (877) 503
Dial-in Number (Outside US & Canada): (312) 436
Passcode: 82021
Advisor Email: [email protected]
To download this consultation to your calendar, please click here:
https://dev.guidepointglobal
y4-HZ7Q9
Note: If you cannot reach this Advisor at the scheduled time, please
contact Guidepoint Global immediately.
Advisor Bio:
James Pray has been the IT Manager of CAD
years. He has been working in Information Technology for nearly 10
years and carries an Associates Degree in Network Administration and
is a Microsoft Certified Professional. James has and does perform
every function needed in a SMB (Small
Technology environment. He is well skilled in all Microsoft Operating
Systems, Computer Networking Environments, PC Hardware and
Peripheral Devices, SQL Databases, and has vast knowledge and
troubleshooting skills in a great many Information Technology areas
and aspects. He is also proficient in many programming languages
including Visual Basic, C#, HTML, and ASP and has used those skills
to create several programs in use by his current employer and with
several personal clients.
Please contact me if you have any qu
schedule for any reason.
Best regards,
System Developer
Guidepoint Global
New York 10022
9876543210
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A consultation is confirmed with James Pray on Next Generation
Please dial in at the number below at
the time of the scheduled consultation.
2011
05:00) Eastern Time (US & Canada)
Request: Next Generation Sequencing
in Number (US & Canada): (877) 503-9747
in Number (Outside US & Canada): (312) 436-2499
To download this consultation to your calendar, please click here:
https://dev.guidepointglobal.com/requests/icalendar?k=2dgHKfGNfm
Note: If you cannot reach this Advisor at the scheduled time, please
contact Guidepoint Global immediately.
James Pray has been the IT Manager of CAD-1, Inc for nearly five
king in Information Technology for nearly 10
years and carries an Associates Degree in Network Administration and
is a Microsoft Certified Professional. James has and does perform
every function needed in a SMB (Small-Medium Business)Information
environment. He is well skilled in all Microsoft Operating
Systems, Computer Networking Environments, PC Hardware and
Peripheral Devices, SQL Databases, and has vast knowledge and
troubleshooting skills in a great many Information Technology areas
ects. He is also proficient in many programming languages
including Visual Basic, C#, HTML, and ASP and has used those skills
to create several programs in use by his current employer and with
Please contact me if you have any questions or if you need to re-
Dear Mr. James Pray,
You are confirmed for the following consultation with Sidney McNab of L.E.K Consulting on Next
Generation Sequencing (#157071).
the time of the call.
Date: Friday, July 29, 2011
Time: 11:00AM (GMT-07:00) Mountain Time (US & Canada)
Request: Next Generation Sequencing
Client Name: Sidney McNab
Client Company: L.E.K Consulting
Dial-in Number (US & Canada): (877) 503
Dial-in Number (Outside US & Canada): (312) 436
Passcode: 82021
If the client has not dialed in within ten (10) minutes of the scheduled time, contact me
immediately by replying to this email or calling the phone number included in the signature
below.
To download this consultation to your calendar, ple
https://dev.guidepointglobal.com/requests/icalendar?k=2dgHKfGNfmy4
As a reminder, the information discussed during the consultation must not vio
confidentiality agreement or other proprietary right. You must decline to participate in any
consultation that would violate any agreement to which you are a party and you must terminate
any consultation that moves into subject matter you cannot d
about your current employer.
If you have not already done so, please review the
agreed to be bound.
You will receive an email following this consultation instructing you to submit an invoice online.
Again, thank you for your time. Please feel free to contact me with any questions.
Best regards,
System Developer
Guidepoint Global
9876543210
4. Client Scheduling: Description of Non
There are cases where the Advisor needs to confirm availability before the consultation can be Confirmed:
• Advisor/Client Availability Match, however:� More than 24 hours has elapsed since Advisor provided
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You are confirmed for the following consultation with Sidney McNab of L.E.K Consulting on Next
Generation Sequencing (#157071). Please dial-in at the phone number listed below at
Date: Friday, July 29, 2011
07:00) Mountain Time (US & Canada)
Request: Next Generation Sequencing
Client Name: Sidney McNab
Client Company: L.E.K Consulting
in Number (US & Canada): (877) 503-9747
in Number (Outside US & Canada): (312) 436-2499
If the client has not dialed in within ten (10) minutes of the scheduled time, contact me
immediately by replying to this email or calling the phone number included in the signature
To download this consultation to your calendar, please click here:
https://dev.guidepointglobal.com/requests/icalendar?k=2dgHKfGNfmy4-HZ7Q9
As a reminder, the information discussed during the consultation must not vio
confidentiality agreement or other proprietary right. You must decline to participate in any
consultation that would violate any agreement to which you are a party and you must terminate
any consultation that moves into subject matter you cannot discuss, including any discussion
about your current employer.
If you have not already done so, please review the terms & conditions, to which you have
receive an email following this consultation instructing you to submit an invoice online.
Again, thank you for your time. Please feel free to contact me with any questions.
Scheduling: Description of Non-Standard Workflow
There are cases where the Advisor needs to confirm availability before the consultation can be
Advisor/Client Availability Match, however: More than 24 hours has elapsed since Advisor provided availability; or
You are confirmed for the following consultation with Sidney McNab of L.E.K Consulting on Next
in at the phone number listed below at
If the client has not dialed in within ten (10) minutes of the scheduled time, contact me
immediately by replying to this email or calling the phone number included in the signature
HZ7Q9
As a reminder, the information discussed during the consultation must not violate any
confidentiality agreement or other proprietary right. You must decline to participate in any
consultation that would violate any agreement to which you are a party and you must terminate
iscuss, including any discussion
, to which you have
receive an email following this consultation instructing you to submit an invoice online.
Again, thank you for your time. Please feel free to contact me with any questions.
There are cases where the Advisor needs to confirm availability before the consultation can be
availability; or
� Consultation is requested within 6 hours of scheduling
• Availability Does Not Match
For these Scenarios, the Thank You screen says:
Also, an email is immediately sent to the with PENDING (in caps) in the subject line.
On the Client Portal, Clients can see the status of their consultation. After the call time was requested, it is shown as “Pending”
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Consultation is requested within 6 hours of scheduling
Availability Does Not Match
For these Scenarios, the Thank You screen says:
Also, an email is immediately sent to the Client that includes a link to an Outlook calendar entry with PENDING (in caps) in the subject line.
On the Client Portal, Clients can see the status of their consultation. After the call time was requested, it is shown as “Pending” on the Project detail page:”
that includes a link to an Outlook calendar entry
On the Client Portal, Clients can see the status of their consultation. After the call time was
An Email is also sent to the Advisor requesting action; that is, requesting that confirmation of the pending call be confirmed:
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An Email is also sent to the Advisor requesting action; that is, requesting that confirmation of the
An Email is also sent to the Advisor requesting action; that is, requesting that confirmation of the
If/when the Advisor clicks on the “Confirm” link from the email, the call is now confirmed. He/she will see a “Thank You” page saying the call has been CONFIRMED. The then sent to both the Advisor and the Client with the dialthe call has been confirmed on the Client portal on the Project detail page:
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Advisor clicks on the “Confirm” link from the email, the call is now confirmed. He/she will see a “Thank You” page saying the call has been CONFIRMED. The confirmation email is then sent to both the Advisor and the Client with the dial-in information. The Client can see that the call has been confirmed on the Client portal on the Project detail page:
Advisor clicks on the “Confirm” link from the email, the call is now confirmed. He/she confirmation email is
The Client can see that
If the Advisor is not able to accommodate the requested time, the Guidepointwill step in to continue the scheduling process at a mutually convenient time.”
5. Using the Conference Bridge
Upon receiving call confirmations and the conference bridge details, both, the Client and Advisor will dial into the conference bridge at the scheduled time.Canada, the conference bridge number to dial will always bein the email confirmations. For parties located outside the US and Canada, the bridge conference number to dial will always beBoth phone numbers can be reached from any telephone.also be provided for each consultation, which must be entered when promotedbridge conference numbers.
The conference company “recognizes” the phone numbers being dialed into the bridge. The conference bridge supports multiple Client participation. If the Client forwards the dial
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If the Advisor is not able to accommodate the requested time, the Guidepoint Project Manager will step in to continue the scheduling process at a mutually convenient time.”
Upon receiving call confirmations and the conference bridge details, both, the Client and Advisor bridge at the scheduled time. For parties located within the US and
Canada, the conference bridge number to dial will always be the same toll free number provided For parties located outside the US and Canada, the bridge
rence number to dial will always be the same number provided in the email confirmations.Both phone numbers can be reached from any telephone. In addition, a unique passcode will also be provided for each consultation, which must be entered when promoted, after dialing the
The conference company “recognizes” the phone numbers being dialed into the bridge. The conference bridge supports multiple Client participation. If the Client forwards the dial
Project Manager
Upon receiving call confirmations and the conference bridge details, both, the Client and Advisor For parties located within the US and
the same toll free number provided For parties located outside the US and Canada, the bridge
the same number provided in the email confirmations. In addition, a unique passcode will
, after dialing the
The conference company “recognizes” the phone numbers being dialed into the bridge. The conference bridge supports multiple Client participation. If the Client forwards the dial-in
information on to colleagues, the colleagues must dial the same bridge numbers, and enter the same passcode to join the call.
6. Usage Reports
The Client Portal Scheduling feature provides timely feedback on Time and Call Durations in the Client Portal Usage Reports, on aUsage Report will display a call duration reflecting the scheduled call duration. After the call has been completed, the call duration is updated with the actual call duration obtained from thconference bridge data. The call date, time and duration is displayed on the Usage Reports as shown below:
7. Summary
To recap:
• Schedule one Advisor at a time
• Choose from the Advisor’s given availability as much as possible for immediate confirmation
• Scheduling soon after receiving the Advisor bios results in a higher likelihood of immediate confirmation.the Advisor must reconfirm to ensure they are still available at the chosen time.
• If a call is requested within a few hours, the Advisor also has to reconfirm that they are still available.
• Use the conference bridge information provided in the Email confirmations to dial into the conference at the scheduled time.
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ues, the colleagues must dial the same bridge the same passcode to join the call.
The Client Portal Scheduling feature provides timely feedback on Time and Call Durations in the Client Portal Usage Reports, on a hourly basis. When a consultation is initially scheduled, the Usage Report will display a call duration reflecting the scheduled call duration. After the call has been completed, the call duration is updated with the actual call duration obtained from thconference bridge data. The call date, time and duration is displayed on the Usage Reports as
Schedule one Advisor at a time
Choose from the Advisor’s given availability as much as possible for immediate
cheduling soon after receiving the Advisor bios results in a higher likelihood of immediate confirmation. After 24 hours elapses since the Advisor provided availability, the Advisor must reconfirm to ensure they are still available at the chosen time.
a call is requested within a few hours, the Advisor also has to reconfirm that they are
Use the conference bridge information provided in the Email confirmations to dial into the conference at the scheduled time.
The Client Portal Scheduling feature provides timely feedback on Time and Call Durations in the hourly basis. When a consultation is initially scheduled, the
Usage Report will display a call duration reflecting the scheduled call duration. After the call has been completed, the call duration is updated with the actual call duration obtained from the conference bridge data. The call date, time and duration is displayed on the Usage Reports as
Choose from the Advisor’s given availability as much as possible for immediate
cheduling soon after receiving the Advisor bios results in a higher likelihood of After 24 hours elapses since the Advisor provided availability,
the Advisor must reconfirm to ensure they are still available at the chosen time.
a call is requested within a few hours, the Advisor also has to reconfirm that they are
Use the conference bridge information provided in the Email confirmations to dial into the