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 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?
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?

How do I share my schedule with a customer so they can pick a time for an appointment?

You can share your schedule with a customer by creating an appointment page. 

Follow these steps to create an appointment page:
  1. Click the Main Menu.
  2. Go to Sales.
  3. Go to Appointment Pages.
  4. Select the type of appointment page you want to create - Meet Me, Auto-Assigned, or Group Event.
  5. Enter the event name, duration, invitee questions, and other information.
  6. Click Save. The appointment page gets saved.
  7. Click Send Link.
  8. Enter the To address of the customers, email subject, and other mandatory details in the Compose Email window.
  9. Review the email template (email body).
  10. Click Send.
 
The customers must click the appointment link in the email to view your schedule. Then, they must pick a date and an available slot from your schedule, and fill out the invitee questions to schedule an appointment.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube