Jon Jordan asked us, “Are you able to change a timezone for the time on an automation event date/time? Not seeing how to do that.” “Date-based triggers and actions (in a workflow) will run everyday at 8am your timezone. If you are sending message reminders…
Calendar
48 Articles
Jay Carter II asked us, “Hi!! Is there a way replace Calendly with Agent CRM? Do I have a scheduler link?” “Yes, Agent CRM comes with it’s very own online booking system. You can replace Calendly! Go to Settings > Calendars and setup your calendars”
Ruben Carillio asked us, “Hey Team, So im going to implement the “life insurance quote” form into my follow up sequence however how can i set it up so that after they are done filling out the form, they will be prompted to schedule/book a…
Bryce Blackham asked us, “Hey, I had someone schedule on my calendar for tomorrow in a time slot. That should have been blocked off for an appointment that I created in my google calendar. In the past my Agent CRM calendar appointment scheduling link would…
Harley Yoder asked us, “Need some guidance. When I book appointments on a desktop computer everything looks good, but if I use the mobile app, appointment times are set 4 hrs earlier then what I want it for.” “The appointment custom values will only work…
Tom Stapleton asked us, “Is it possible to block people from booking appointments on a specific day, like a holiday?” “This is a great question that any Agent CRM user might have! I created this loom video showing how to do it for other people’s…
Adrian Gillis asked us, “How do I change my email address for my calendar within Agent CRM?” “there you go: https://www.loom.com/share/45bd6578aded4702852b509baf9d4d3a”
Jose Brooks asked us, “Is there a video showing how to have a text message sent to my cell phone when somebody schedules on my calendar link. I missed an appointment on Monday because I wasn’t notified. Also how do I set my Facebook leads…
Health Meets Wealth Insurance asked us, “Is there a way to set the day and time in a workflow based on the appointment the prospect selects? Looking to build the workflow to send directions and reminders based on appointment date.” “Hi! Yes, there’s a way…
Sandra Quinn-Bailey asked us, “Hello, are we able to connect with our Microsoft calendar now or are we still using the work around with gmail? Thank you” “Yes you can connect your outlook calendar now :)” “Go to Settings >> Profile and scroll down. You’ll…