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”
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28 Articles
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…
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…
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…
Mark Perrill asked us, “I’m editing an SMS message in a workflow. Can I embed a link to my calendar in a work or do I just paste the entire link in the SMS message? The link is pretty long.” “You can paste the entire…
Franco Stella asked us, “How can I create a calendar of different events and accept multiple RSVPs to attend these events/meetings? Say I want to have a Medicare 101 seminar on 5/18 at 6pm at Jims Restaurant and another on 5/20 at 12pm and I…