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 schedule an appointment with me?
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 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?

Where can I see my scheduled appointments?

Your scheduled appointments are stored in Events and Appointment Pages.

Follow these steps to check your appointments from Appointment Pages:
  1. Go to Sales > Appointment Pages.
  2. Open an appointment record and look for Event Registrations.
  3. By clicking on a customer’s registration, you can view the customer’s answers to Invitee Questions

Follow these steps to check your appointments from Events:
  1. When you share an appointment page with a customer, and they schedule an appointment using the page, Vtiger CRM creates an event for the appointment.
  2. To view the event, click the Menu icon.
  3. Go to Essentials > Events
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube