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 schedule an appointment with me?
How do my customers register for a group event?
How do I see my scheduled appointments?
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?
Can I have my customers fill out a form before scheduling an appointment with me?
Table of Contents
Yes, you can. Vtiger CRM's Appointment Pages give you the option of creating a questionnaire for your customers. They are called Invitee Questions and must be answered to make an appointment.
Follow these steps to create Invitee Questions in an appointment page:
Follow these steps to create Invitee Questions in an appointment page:
- Click the Main Menu.
- Go to Sales.
- Click Appointment Pages.
- Click +New Appointment Page.
- Select the type of appointment page you want to create - Meet Me, Auto-Assigned, or Group Event.
- Enter the event details.
- Click Next.
- Enter the event duration and template information.
- Click Next.
- Enter the details for scheduling the event.
- Click Next. This step is available in Meet Me and Auto-Assigned pages only.
- Create a questionnaire under Invitee Questions by following these steps:
- Click +Add New Question.
- Enter the question and select a type of answer. For example, if you select the Radio Button, then it becomes a multiple-choice question.
- Make a question mandatory by clicking the checkmark beside Mandatory.
- Click Save to add the question to the appointment page.
- Click Save to save the appointment page.
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