FAQs in this section
What are Appointment Pages?
How can I access Appointment Pages?
What is a Meet Me page?
What is an Auto-Assigned page?
What is a Group Event page?
How do I share an appointment page with a customer?
How do I create a Meet Me page?
How do I automatically assign an appointment to a rep?
How do I create and share a group event page?
What are the different methods to share an appointment page with my customers?
Can I add new questions for the invitee in an appointment page?
How do my customers schedule an appointment with me?
How do my customers register for a group event?
How do I see my scheduled appointments?
Can I have my customers fill out a form before scheduling an appointment with me?
Can I prevent scheduling appointments that are less than an hour away?
Can my customers schedule an appointment with me on a future date?
How do I share my schedule with a customer so they can pick a time for an appointment?
How can my customers cancel an appointment?
How do I cancel an appointment with a customer?
How do I reschedule an appointment?
How do my customers reschedule an appointment?
How do I prevent back-to-back appointments?
Is it possible to validate customers via OTP while sharing an appointment page?
How can I rearrange questions in the Appointments Pages?
Can I rearrange all types of questions in the Appointment Pages?
Are there any exceptions to the draggable questions in the Appointment Pages?
What are the types of Appointment Pages in Vtiger CRM?
Table of Contents
Vtiger CRM gives you the option of creating three types of appointment pages – Meet Me, Auto-Assigned, and Group Event.
- Meet Me Page: Meet Me pages are for one-on-one meetings. They let you invite a customer to meet a specific individual. You can schedule a meeting for yourself or another team member using Meet Me pages.
- Auto-Assigned Page: Using Auto-assigned pages, you can schedule a meeting between a customer and an available team member. When the customer picks a date and time, Vtiger CRM automatically assigns the meeting to a member who is available, depending on their business hours.
- Group Event Page: Group Event pages allow you to invite multiple customers to attend an event. For example, if you are hosting a webinar or a workshop, you can create an appointment page for the same and send it across to your customers.
Was this FAQ helpful?
1
out of
1
found this helpful.
Comments 0
Be the first to comment