Harley Yoder asked us, “Need some guidance. When I book appointments on a desktop computer everything looks good, but if I use the mobile app, appointment times are set 4 hrs earlier then what I want it for.” “The appointment custom values will only work…
scheduling
6 Articles
Roger Bickley Asked: “Is there a direct link to the Calendar?” The Answer: Yes, Agent CRM provides a direct link to your calendar, which you can easily copy and share. However, we highly recommend using the Calendar Funnel for a more professional and engaging user…
Christopher Duncan Asked: “How do I block out a specific range of time (for time off) without having to change my whole calendar so appointments are not made?” The Answer: You can easily block off specific time slots on your Agent CRM calendar without modifying…
Maurice Walker Asked: “Is there a way to have my calendar available for only two weeks at a time vs. the whole month? I prefer people not to book out so far in advance.” The Answer: Yes, you can adjust your calendar settings in Agent…
Step 1: Create a New Campaign Log in to Agent CRM. Navigate to Marketing >> Campaigns. Click + Create Campaign and give it a descriptive name (e.g., “Appointment Reminder Campaign”). Step 2: Configure Campaign Settings Add yourself as a user to the campaign. Enter your…
In this video, Ryan explains how to block off time in your calendar.