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?
What are the ways I can 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?
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?

How do my customers schedule an appointment with me?

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:
  1. You send an email to your client so they can pick a slot for an appointment.
  2. When a customer opens an appointment link, he or she will see all the dates available for a meeting.
  3. 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.
  4. 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.
  5. When they click Schedule Event, they will see a confirmation message.
They can reschedule the meeting by clicking the Reschedule button.

 
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