Overview of Calendar Enhancements Our CRM introduces three key calendar enhancements: These enhancements are aimed at providing users with a more personalized and accessible scheduling tool, ensuring that managing your service calendars is as seamless as possible. Detailed Guide to Utilizing the New Features Customized Calendar Sequencing Overview: This feature allows you to reorder and ..
Archives : July-2024
Unassigned Calendars: Overview and Use Cases Unassigned calendars are designed for individual use, allowing for 1-on-1 appointments to be scheduled directly with a specific user. These calendars can be synced with a user’s Google Calendar or the company’s email account, enabling the CRM to automatically detect and display available time slots based on existing commitments. ..
Setting Up the Consent Checkbox To activate and configure the consent checkbox within your calendar settings, follow these steps: 3. Go to the “Forms and Payments” area. 4. Locate the “Consent Checkbox” option. By default, this is enabled for new calendars, but you can toggle it on or off as needed. 5. Customize the consent ..
In the Connections section of the Calendars tab you can manage calendar integrations with Google or Outlook calendars, Zoom, Stripe, and Local Service Ads. Using these connections allow for a more seamless flow when scheduling appointments and utilizing virtual meetings via Zoom and payments via Stripe. Connecting your Google or Outlook calendars allows you to ..
In this article, I’m going to show you how you can accept payments for your appointments. To start, click Settings on the left menu, and then click Integrations on the new left menu that appears. If you’ve already integrated your Stripe account, you’ll see your keys entered under the Stripe icon. If you haven’t done so already, ..
The CRM platform offers a robust payment integration feature that allows businesses to accept payments directly through the appointment booking process. This integration simplifies the payment process, making it more convenient for customers and ensuring timely payments for businesses. Setting Up Payment Integration To begin accepting payments for appointments, follow these steps: Navigate to the ..
In this section, you will learn more about In-App appointments which are designed to elevate performance, usability, and overall user experience. This enhancement encompasses a complete transformation of the in-app booking appointment module, which includes; Book Appointments The process of booking appointments has been redesigned to make it more user-friendly and efficient for both clients ..
When scheduling appointments, it’s often necessary to include more than one participant. Our CRM has simplified this process by allowing the primary attendee to add guests directly through the booking widget or appointment modal. This section will guide you through the steps to add guests, including the types of calendars supported and how email notifications ..
Contact Information Panel On the far right side of any contact section, you’ll find additional information about the contact in the contact information panel. This information is designed to give you more control over each contact in your system and allows you to perform different actions for each contact. Different Information Tabs The contact ..
Manually scheduling appointments is done in the Appointments tab within the Calendars section of your CRM. Here you can manually create appointments with your clients, which are useful for phone or live chat sales. Manually Scheduling Appointments You can manually schedule appointments in your CRM by going to the Calendars tab, clicking on Appointments at ..