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 share an appointment page with a customer?
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?
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?

What are the ways I can share an appointment page with my customers?

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:
  1. Click the Menu icon.
  2. Go to Sales.
  3. Click Appointment Pages.
  4. Select and open an appointment page.
  5. Click the Send Link button located at the top of the appointment record. This copies the appointment page link to the email body.
  6. Enter the To address and modify the email subject, email body, etc. if required.
  7. Click Send.

Sharing an appointment page by copying its link

Follow these steps to share an appointment page by copying its link:
  1. Click the Menu icon.
  2. Go to Sales.
  3. Click Appointment Pages.
  4. Select and open an appointment page.
  5. Click Deep Dive.
  6. Copy the complete link under Appointment Page Link.
  7. Send the link to your customer(s) by pasting it (in an email, SMS, chat, etc.).

     
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