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?
What are the types of Appointment Pages in Vtiger CRM?
How can I create a Meet Me page?
How can I automatically assign an appointment to a rep?
How can I create and share a group event page?
What are the ways I can 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?
Where can 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?
Is there a way I can share my schedule with a customer so he can pick a time for an appointment?
How can my customers cancel an appointment?
How can I cancel an appointment with a customer?
How can I reschedule an appointment?
How can my customers reschedule an appointment?
How can I prevent back-to-back appointments?

How can I share an appointment page with a customer?

You can share an appointment page with a customer by sending its link to them. 

Follow these steps to create and share an appointment page:
  1. Click the Menu icon.
  2. Go to Sales.
  3. Click Appointment Pages.
  4. Click +New Appointment Page.
  5. Select the type of appointment page you want to create.
  6. Enter the event name, duration, invitee questions, and other information.
  7. Click Save. The appointment page gets saved.
  8. Click Send Link.
  9. Enter the To address of the customers, email subject, and other mandatory details in the Compose Email window.
  10. Review the email template (email body).
  11. Click Send.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube