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?
Where can 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?
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?

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

Yes, 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 Menu icon.
  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 and click Next.
  7. Enter the event duration and template information and click Next.
  8. Enter the details for scheduling the event and click Next. This step is available in Meet Me and Auto-Assigned pages only.
  9. 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.
  10. Click Save to save the appointment page.
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