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> crate appointment” “You can schedule appointments outside…
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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?” “At the end…
Stan Bodzick asked us, “Is there anyway to book a call back appointment in my calendar using a pipeline stage and a trigger?” “It is not possible to book an appointment using a Pipeline Stage in conjunction with a Trigger. You can, however, book an…
Oscar Silva asked us, “Can someone help with fixing the time zone being incorrect on my calendar? I changed it in my profile but it’s still incorrect. Thank you!” “It looks like you had it updated under your Profile settings (under Settings > Profile), but…
Bruce Kuczinski asked us, “Is there a way for me to override my available times to schedule appointments? I don’t want to have to go into settings and change the global availability to book an appointment and have then go to change it back.” “You…
Colleen Dilks Strube asked us, “I created a calendar and funnel for my Strategic Connection Hour Fridays at 10am ET limiting it to 25 people which seems to be working. I now want to do challenge 2X/month unlimited people can signup. What would be the…
Carlos Martinez asked us, “I am trying to manually set an appointment with a contact for tomorrow, Saturday, but my calendar shows Saturdays not available. Where can I change that? Thanks in advance.” “You will have to update your calendar settings. Here are the steps:…
Tobin Allen Short asked us, “Hi guys, is there a way to set the CRM calendar so leads can’t book any further than a certain number of days out? That way they can only see availability for the next week or 2. I call to…