FAQs in this section
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 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?
How do I automatically assign an appointment to a rep?

Can I have my customers fill out a form before scheduling an appointment with me?

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: 
  1. Click the Main Menu.
  2. Go to Sales.
  3. Click Appointment Pages.
  4. Click +New Appointment Page.
  5. Select the type of appointment page you want to create - Meet Me, Auto-Assigned, or Group Event.
  6. Enter the event details.
  7. Click Next.
  8. Enter the event duration and template information.
  9. Click Next.
  10. Enter the details for scheduling the event.
  11. Click Next. This step is available in Meet Me and Auto-Assigned pages only.
  12. Create a questionnaire under Invitee Questions by following these steps:
    1. Click +Add New Question.
    2. Enter the question and select a type of answer. For example, if you select the Radio Button, then it becomes a multiple-choice question.
    3. Make a question mandatory by clicking the checkmark beside Mandatory.
    4. Click Save to add the question to the appointment page.
  13. Click Save to save the appointment page.
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