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 ..
Category : Calendar
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 ..
You can view all of the appointments in your CRM calendar by clicking on the Appointments tab in the Calendar section of your CRM. Here you will see a list of all the appointments booked through the CRM, whether a customer or a team member books them. You can change the status of appointments and ..