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 automatically assign an appointment to a rep?
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 create and share a group event page?
Table of Contents
You can create a group event page using Vtiger CRM's Appointment Pages.
Follow these steps to create a Group Event page:
Note: When you create a group event page through Appointment Pages, Vtiger CRM creates an event record of type Group Event under the Events module.
Follow these steps to create a Group Event page:
- Click the Main Menu.
- Go to Sales.
- Click Appointment Pages.
- Click +New Appointment Page.
- Select Group Event.
- Enter the following information:
- Event details: The name and description of the event, the appointment page link, and the assignee’s name
- Event duration & templates:
- Event: Create or select a group event record
- Confirmation Email Template: Choose an email template to send the confirmation email
- Reminder Email Template: Choose an email template to send the reminder email
- CSS file URL: You can write your own CSS code to change the style of an appointment page and enter its path URL in this field
- Invitee Questions: The questions that the invitees must answer to be a part of the event
- Click Save.
- Click Send Link.
- Enter the To address of the customers, email subject, and other mandatory details in the Compose Email window.
- Review the email template (email body).
- Click Send.
Note: When you create a group event page through Appointment Pages, Vtiger CRM creates an event record of type Group Event under the Events module.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment