FAQs in this section
What is a Group Event page?
How do I automatically assign an appointment to a rep?
How do I create and share a group event page?
How do my customers register for a group event?
Can I have my customers fill out a form before scheduling an appointment with me?
Can my customers schedule an appointment with me on a future date?
How do I cancel an appointment with a customer?
What are the types of Appointment Pages in Vtiger CRM?
How can I access Appointment Pages?
How do I share an appointment page with a customer?
How do my customers schedule an appointment with me?
How do I share my schedule with a customer so they can pick a time for an appointment?
How do I prevent back-to-back appointments?
How do my customers reschedule an appointment?
How do I see my scheduled appointments?
How do I reschedule an appointment?
What is a Meet Me page?
What is an Auto-Assigned page?
Can I add new questions for the invitee in an appointment page?
How can my customers cancel an appointment?
What are Appointment Pages?
How do I create a Meet Me page?
Can I prevent scheduling appointments that are less than an hour away?
Is it possible to validate customers via OTP while sharing an appointment page?
What are the different methods to share an appointment page with my customers?
Table of Contents
After creating an appointment page, you can share it with your customers by:
- Using the Send Link option to share the page via email
- Copying the appointment link and sending it to your customers through an email, SMS, chat, etc.
Sharing an appointment page via email
Follow these steps to share an appointment page via email:- Click the Main Menu.
- Go to Sales.
- Click Appointment Pages.
- Select and open an appointment page.
- Click the Send Link button located at the top of the appointment record. This copies the appointment page link to the email body.
- Enter the To address and modify the email subject, email body, etc. if required.
- Click Send.
Sharing an appointment page by copying its link
Follow these steps to share an appointment page by copying its link:- Click the Main Menu.
- Go to Sales.
- Click Appointment Pages.
- Select and open an appointment page.
- Click the Link icon to copy the complete link
- Send the link to your customer(s) by pasting it (in an email, SMS, chat, etc.).
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