Hermon
Help center
Getting started
  • Set up your workspace
  • Read your dashboard
  • Understand roles and permissions
Leads
  • Work with leads and saved views
  • Capture opt-ins and track UTMs
  • Manage marketing sources
Appointments
  • Manage appointments and log call outcomes
  • Customise statuses and outcomes
  • Set up appointment event types
Contracts & payments
  • Create a contract and record payments
  • Match unmatched payments
  • Update, void and refund
  • Manage subscriptions
Programs & delivery
  • Create and manage programs
  • Manage deliveries
  • Work inside a delivery
  • Set up delivery and task statuses
Team & integrations
  • Invite your team and connect integrations
  • Add custom fields
  • Set up notifications
  • Use webhooks and API keys
  • Connect Meta Ads
  • Track Typeform forms
  • Update your profile
Open HermonGo to the app
  1. Help center
  2. Appointments

Appointments

Keep your calendar clean and log the outcome of every call.

  • Manage appointments and log call outcomes

    Keep your call list accurate. Log the outcome after every call, handle no-shows, reschedules and cancellations, and plan the follow-up in the same step.

    6 min read

  • Customise statuses and outcomes

    Create and edit the statuses your team gives to leads and calls, decide which ones show up when logging an outcome, and arrange the columns of your boards.

    6 min read

  • Set up appointment event types

    Tell Hermon what kind of call each booking is, so sales calls, triage calls and coaching calls end up in the right numbers.

    5 min read