Jeff Mountain asked us, “I tried finding the answers to these questions myself without success.
1 – How do I set up/send cancel and reschedule appointment links via email?
2 – What is the purpose of the “Additional Notes” section of the calendar setup and how do I use it?
I tried setting up some test appointments to check this stuff out, but I ended up getting no closer to understanding all of this.
One last question: How do I access the Agent-CRM videos that USED TO BE in the Branning Library as part of the Agent-CRM Training? (They were almost 100% done by Ryan Hocke.) I watched them all and took some notes and from what I can see, he goes over some of these questions in his videos. I would like VERY MUCH to have access to his particular series of training videos to review.

“If anyone else has these same questions in the future, here are the videos I made for Jeff:

1. How to set up/send cancel and reschedule appointment links via email: https://www.loom.com/share/5d492c60d44f4f3cbaa2db170b64baa9

2. The purpose of the “Additional Notes” section in the calendar settings setup: https://www.loom.com/share/049437f8256d4e77b2bb67cb901f17c2

 

FB Reference: https://www.facebook.com/groups/agentcrmcommunity/posts/375190214410714/