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 do I share an appointment page with a customer?
How do I create a Meet Me page?
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?
How do I automatically assign an appointment to a rep?
Table of Contents
You can do this with the help of Auto-Assigned pages. Auto-Assigned pages are assigned to a team/group. When the customer picks a date and time, Vtiger CRM automatically assigns the meeting to a team/group member who is available to host the meeting, depending on their business hours.
Follow these steps to create an Auto-Assigned page:
Follow these steps to create an Auto-Assigned page:
- Click the Main Menu.
- Click Sales.
- Click Appointment Pages.
- Click +New Appointment Page.
- Select Auto-Assigned.
- Enter the following information:
- Event details: The name and description of the event, appointment page link, and the invitee’s and assignee team or group’s names. Note: Enable the checkmark for 'Auto-assign the appointments' to one of the available agents from this team to auto-assign events
- Event duration & templates: The duration and type of the event, and email templates for confirmation, reminder, and cancellation
- Event Scheduling: The maximum date up to which a customer can schedule an appointment and other details
- How far into the future should customers be able to schedule an appointment: If you say 15 days, the customers will be able to see the slots available for an appointment in the next 15 days.
- Prevent scheduling appointments less than (X hours away): If you say 1 hour, the customers will not be able to schedule an appointment within one hour from the current time.
- Buffer time before appointment: Prevents back-to-back scheduling appointments.
- Buffer time after appointment: Prevents back-to-back scheduling appointments.
- Invitee Questions: The question that the invitee must answer to be a part of the event
- Click Save.
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