Welcome To The Premier Appointment Program!

Step one: Log-In & Change Password

Let's get you logged into the platform. (Please read the instructions before beginning.) First, click the "LOGIN HERE" button below, a new window will open and you will be prompted to enter the following information:

USER NAME - Please use your email address
PASSWORD - Enter your First Name (all lowercase)

See below for instructions on how to change your password.

Change your password.

Once logged in, you will begin at the Dashboard.

1) Go to Agents/View Agents
2) Now select the "Edit" icon*, located under "Action"
3) Add the password you desire. If you DO NOT want to
change your password, simply leave this field blank.
4) When finished making changes click "Submit"

*Click the image to enlarge. If you do not see the "Edit" icon, click on the plus sign (+). located to the left of your first name. That will expand your view, making the "Edit" icon visible.

Step two: Sync calendar

Time to sync your calendar, this step is crucial for the "Appointment Machine" to work properly. Please select whether you will be syncing a Google or Microsoft calendar below:

Sync your

Google calendar.

1) On the left side of the dashboard hover over Calendars
2) Select View Calendar Accounts
3) You will now see on the far right side of the screen a
place to click - Sign In With Google

When prompted, give Premier Appointments access to add appointments to your Google calendar.

Sync your

Outlook calendar.

Please follow the instructions on the video for your Outlook Calendar sync, When syncing your Outlook calendar, if ADMIN APPROVAL is required, please consult your IT Department.

Step three:
Video Conference

Now lets add your video conference link. Many choose to add their unique video conference link - be it Zoom, GoToMeeting, Microsoft Teams etc... To add yours, please follow these steps:

1) Go to Agents/View Agents

2) Now select the "Edit" icon**, located under "Action"

3) Add your link to the appropriate field

4) When finished making changes click "Submit"

Once your link is properly added, your prospect will automatically receive your link in their Appointment Confirmation email.

*If you need to learn how to start a Zoom account you may find this video helpful: How to Create Your Personal Zoom Account

** Click the image to enlarge. If you do not see the "Edit" icon, click on the plus sign (+). located to the left of your first name. That will expand your view, making the "Edit" icon visible.

Step four:
Availability

Set or update your availability by adjusting your Office Hours. Toggle availability on & off by selecting the appropriate day of the week on the array. Green means you are open for appointments and red means you are closed. Here's how it is done:

1) Go to Agents/View Agents

2) Now select the "Edit" icon**, located under "Action"

3) Locate the Office Hours and select days of availability

4) When finished making changes click "Submit"

For best results keep your availability as OPEN as possible and frequently update your personal calendar to avoid scheduling conflicts i.e vacations etc.

*If you need to learn how to start a Zoom account you may find this video helpful: How to Create Your Personal Zoom Account

** Click the image to enlarge. If you do not see the "Edit" icon, click on the plus sign (+). located to the left of your first name. That will expand your view, making the "Edit" icon visible.

Step five:
White-list notifications

Please add our automated email to your contacts -andrea@edueducators.com. Here is why:

You will receive an email when an appointment is scheduled, canceled, or rescheduled. That notification will come from andrea@edueducators.com. Adding this very important email address to your contacts will avoid emails going to your spam/junk folder.

Please note: andrea@edueducators.com is NOT a monitored email address. Please DO NOT try to communicate with Premier Appointments thru the "Andrea" email address.

- Congratulations -
You did it!

Below you will find instructions on how to export your list of clients from the platform & helpful Premier Appointment contact information if you need help.

Exporting your client list from the dashboard.

Once you have been sent a number of appointments, you may find it helpful to export your list of clients to a spreadsheet as an excel or csv file. The accompanying video will show you in detail how to accomplish that task.

Helpful contacts.

Do you need further assistance? We are here for you:

Andrew Webb
Business Director
Office: (239) 277-1662 ext 505
andrew@premierappointment.com
Set an Appointment with Andrew

Open a Request for Service Ticket

Frequently Asked Questions

Frequenty Asked Questions

What happens if the appointment cancels?

Clients are provided with the contact information for someone who has expressed interest in retirement, insurance or financial services. If the appointment cancels we do not charge you. However, if the appointment is a no-show we still charge for the appointment because you are provided with their phone number and email address to be able to reschedule the appointment. If the agent cancels or is a no show, the agent is still charged for the appointment

How do I pay for appointments?

Payments can be made by Check, Electronic Funds Transfer (EFT) or Credit Card Authorization (3% Credit Card fee applies). Appointment cost is based on a single invoice or payment authorization.

What if I want to temporarily discontinue receiving appointments?

Simply log in to the platform and adjust your availability to stop receiving appointments.

How do I close a virtual appointments?

Many appointments are being done virtually via Zoom; Gotomeeting; etc. Most insurance companies have online applications, allow e-signature and accept Zoom appointments as an in-person appointment. Please contact the insurance carrier to learn what their requirements are.

Can I contact the prospect prior to the appointment?

Absolutely! The more contact & communication you have with your potential client, the better. This is a good opportunity to determine if your meeting will be held via a phone or Zoom call.

Are these good leads?

These are not leads, they are actual appointments that are put on your calendar from individuals requesting an appointment with an agent. The greater your availability on your calendar — the more appointments you’ll receive!

How do I start getting appointments?

Contact an Premier Appointment Consultant, they will work with you to establish your demographics & desired territories so we can do the proper research needed to establish your appointments. (Contact a Premier Appointments Consultant HERE)