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?
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 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 my customers schedule an appointment with me?
Table of Contents
When customers click the link of the appointment page that you send, they see all the available slots in your business hours. Customers can then pick a slot and schedule a meeting by filling out a form.
Note: Click the hyperlinks in each step to see the reference screens.
Here is how a customer can schedule a Meet Me or Auto-Assigned appointment:
Note: Click the hyperlinks in each step to see the reference screens.
Here is how a customer can schedule a Meet Me or Auto-Assigned appointment:
- You send an email to your client so they can pick a slot for an appointment.
- When a customer opens an appointment link, he or she will see all the dates available for a meeting.
- When they click on a date, all the slots available on the date will be displayed.
- Note: Slots that are already booked are not displayed in the schedule.
- After they pick a slot, they must fill out a form to share their details with you.
- Note: Form details may vary for different appointments, depending on the customers, the reason for the appointment, etc.
- When they click Schedule Event, they will see a confirmation message.
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