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reschedule

3 Articles
Agent CRM Support
1 Min Read

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…

Agent CRM Support
1 Min Read

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…

Agent CRM Support
1 Min Read

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…