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Solar Glossary

What Is Pre-Set Appointment?

A pre-set appointment is a solar consultation booked directly onto a rep's calendar before the rep ever makes contact with the homeowner, the core product Solar Exclusive and similar vendors sell under a guaranteed-appointment model.

$300 setup + $249 per booked appointment.

A pre-set appointment is a solar consultation booked directly onto a rep's calendar before the rep ever makes contact with the homeowner, the core product Solar Exclusive and similar vendors sell under a guaranteed-appointment model.

Pre-Set Appointment explained

In a pre-set-appointment arrangement, the vendor's own outreach team handles the entire booking process, calling, qualifying, and scheduling a specific time, before handing the appointment to the buyer's rep. The rep's first live interaction with the homeowner is the actual consultation itself, not a cold-outreach or qualification call.

This is functionally the same product as pay-per-sit or pay-per-appointment models, distinguished mainly by billing trigger rather than by what gets delivered: a specific, scheduled time on the calendar. Solar Exclusive markets pre-set exclusive appointments under a guaranteed-appointments-or-you-don't-pay framing, and claims 1,500-plus solar companies served across 43 states and 286 markets, though it does not publish standard pricing and requires a strategy call to get a quote.

The value of a pre-set appointment over a raw lead is that it removes the qualification and scheduling labor from the buyer's side entirely. A closer's calendar fills with confirmed times rather than a queue of contacts to chase down, which matters directly for closer utilization, since a closer sitting idle between self-sourced appointments is a cost too, just a less visible one than a per-lead price.

Why it matters when you're buying

When evaluating a pre-set-appointment vendor, ask what pre-set actually guarantees, a booked time only, or a booked and reconfirmed time close to the visit. Those are different products with different no-show risk, even when both are marketed as pre-set appointments.

Frequently Asked Questions

What is a pre-set solar appointment?
A consultation the vendor has already booked onto a specific time slot on your rep's calendar before your rep makes any contact with the homeowner, removing the outreach and scheduling work from your side of the sale.
Is a pre-set appointment the same as a guaranteed appointment?
Not necessarily. Some vendors, like Solar Exclusive, market pre-set appointments under a guaranteed-or-you-don't-pay framing, but guaranteed terms vary by vendor and should be confirmed in writing rather than assumed from the marketing language alone.

Put the playbook to work

VA Horizon books qualified Solar appointments and builds the systems behind Pre-Set Appointment and the rest of your pipeline.

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$300 one-time setup · $249 per booked appointment · No-shows replaced free