AMGUS Appointment Booking / Reserva de Cita AMGUS
Bilingual English/Spanish appointment booking form for AMGUS clients and members. Appointment requests are not confirmed until AMGUS sends a confirmation. Use this form from AMGUS.org and the client portal.
Client Information
Full Name / Nombre completo
*
First Name
Middle Name
Last Name
Email / Correo electrónico
*
example@example.com
Mobile Number / Número móvil
*
Please enter a valid phone number.
Format: (000) 000-0000.
Existing Client or Member? / ¿Cliente o miembro actual?
*
Yes
No
Client or Member ID
Service and Appointment Details
Service Needed / Servicio solicitado
*
Please Select
Taxes
Medicare
ACA/Health Insurance
Life Insurance/Annuities
Document Preparation/Translation
Notary
Bookkeeping
Business Consulting
Credit Services
Membership
Other
Preferred Appointment Date / Fecha preferida
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Preferred Appointment Time / Hora preferida
*
Hour Minutes
AM
PM
AM/PM Option
Alternate Date/Time / Fecha u hora alternativa
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hour Minutes
AM
PM
AM/PM Option
Appointment Type / Tipo de cita
*
Phone
Video
In person
WhatsApp
Preferred Contact Method / Método preferido
*
Email
Phone
Text
WhatsApp
Brief reason for appointment / Motivo breve
Upload document(s) / Subir documento(s)
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Select an available appointment / Seleccione una cita disponible
*
Consent, Legal, and Submission Confirmation
SMS/Text Message Consent / Consentimiento para Mensajes SMS
I agree to receive appointment reminders and updates by text message. / Acepto recibir recordatorios y actualizaciones de la cita por mensaje de texto.
Acknowledgments / Reconocimientos
*
I consent to electronic records, privacy practices, CRM recordkeeping, and appointment communications. I understand that insurance product eligibility, premiums, and regulated products are not discounted by membership promotions. / Acepto registros electrónicos, prácticas de privacidad, registro en CRM y comunicaciones de la cita. Entiendo que la elegibilidad de productos de seguro, las primas y los productos regulados no tienen descuento por promociones de membresía.
Message Terms / Términos de Mensajes
Final Confirmation / Confirmación Final
*
I confirm that the information provided is accurate and I am ready to submit this form. / Confirmo que la información proporcionada es correcta y estoy listo(a) para enviar este formulario.
Operational Integration Fields
Booking Source / Fuente
Please Select
Website / Sitio web
Phone / Teléfono
Email / Correo electrónico
Walk-in / Sin cita
Referral / Referido
Other
Booking Status / Estado
Please Select
Pending / Pendiente
Confirmed / Confirmada
Rescheduled / Reprogramada
Completed / Completada
Cancelled / Cancelada
No Show / No asistió
Assigned Representative / Representante asignado
First Name
Last Name
HubSpot Contact ID
HubSpot Meeting ID
Outlook Event ID
Booking Reference Number
Submission Date & Time / Fecha y Hora de Envío
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hour Minutes
AM
PM
AM/PM Option
Book Appointment / Reservar cita
Should be Empty: