Chris Kundrock asked us, “When someone either reschedules or cancels an appointment is there a way to get a notification? I had one cancel today and I didn’t know about it until hours after I called for the appointment.” “Yes! If you have used the…
appointment
25 Articles
Matt Deivert asked us, “So I was going to ask this Q during the Q&A session, but it is still waiting for host. I am scheduling agents on my calendar through my iPhone but it is putting them into agent crm as appointments for some…
Brandy Murray asked us, “I have created triggers but can’t seem to get the re-schedule trigger figured out. Please help. Thank you. Brandy” “Here’s a video I previously made that should help you out: https://www.loom.com/share/5d492c60d44f4f3cbaa2db170b64baa9 As you’ll see in the video, you won’t need a…
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…
Original Question: Amy Pulver asked:“Good morning. I need a little help. I’d like my calendar (link posted below) to have options for where we meet, like My Office, Phone Appointment, etc. Also, I would like the option to make certain days of the week Phone-Only…
Original Question: Kaysha Wells asked:“Hi! I only allow interviews on my calendar Monday through Friday and have it set to only allow them to book two days out maximum. On Fridays, it shows no appointments available for the following Monday. Is there a way to…
Original Question: Larry Gatz asked us:“Is there a way to schedule a meeting with a client outside of the ‘normal’ calendar availability? I’m trying to schedule an evening appointment with someone, but it won’t let me through their contact > create appointment.” Answer: Yes, you…
Original Question: Larry Gatz asked us:“OK—so a question… if I’m on the phone with a client and want to book them an appointment, what’s the best way to do it? Through my own calendar page? On their Contact Card? Does it matter?” Answer: You have…