This section gives you a quick yet decluttered view of your calendar. It also allows you to switch seamlessly between all created calendars in your CRM, whether you need to look at your calendar or your sales team’s calendar. Remember, these calendars are synced to your Google or Outlook account and can also be controlled/edited ..
Archives : July-2024
In the Calendar Settings section you will be able to view and manage all of the calendars linked to your CRM, create calendar groups, and create individual calendars. Edit your calendars and groups in this section, as well as copy scheduling links to quickly send your calendar to a client for easy booking. You’ll also ..
The first step is to integrate your Google account. To start, click Settings on the left menu, and then click Integrations in the top menu bar. Next, we’ll click the Connect button under the Google icon. A new page will open for selecting your Google account. Click the account you’d like to integrate. Enter your ..
When setting up or editing your calendar, you’ll encounter various “Sync Options”. Understanding these options is key to optimizing your calendar integration. Sync Options Explained One-way Sync: Two-way Sync: Practical Examples and Use Cases Troubleshooting and FAQs Q: What if events aren’t syncing properly? Q: Can I change the sync opt..
Integrate your Zoom account for seamless virtual meeting organization! By linking your Zoom account to your calendar bookings, you can effortlessly schedule and manage online meetings. This connection simplifies the process of setting up virtual appointments and ensures that all participants have access to the necessary meeting information, ultimately streamlining your workflow and enhancing overall ..
Troubleshooting Double Booking Issues Double bookings can occur due to several reasons. Here’s how to diagnose and resolve common issues: Check Calendar Connections: Review Appointment Creation Timing: Inspect Appointment Per Slot Settings: Examine Event Status: Assess Event Visibility: Implementing Solutions To prevent double bookings, follow these steps based on your calendar type: For Unassigned Calendars: ..
In the Calendars” section in Settings, Click on the “+ Add Group” button. When you are creating a new calendar group, it is required to fill in the following information: Once you are done filling out the info, click on the “Create button” to move to the ..
Before diving into the specifics, it’s important to understand the overall process of manual appointment confirmation within the CRM. This method involves several key steps, from disabling auto-confirmation to manually approving each appointment request. Disabling Auto-Confirmation By disabling auto-confirmation, you retain control over which appointments are approved, allowing for a review of each request. Utilizing ..
The CRM offers a feature that allows you to embed either a single calendar or a group of calendars onto your website. This functionality is particularly useful for businesses that offer multiple services or have several team members available for appointments. Embedding your calendar on your website not only improves the user experience by making ..
Benefits of the ‘What’s New’ Button The introduction of the ‘What’s New’ button in our CRM’s Calendars brings several key benefits to users: Step-by-Step Guide to Using the ‘What’s New’ Button To make the most out of this feature, follow these simple steps: Navigate to Calendars: From the left navigation menu of the CRM, select ..