FAQs in this section
What is a Group Event page? How do I automatically assign an appointment to a rep? How do I create and share a group event page? 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 my customers schedule an appointment with me on a future date? How do I cancel an appointment with a customer? What are the types of Appointment Pages in Vtiger CRM? How can I access Appointment Pages? How do I share an appointment page with a customer? How do my customers schedule an appointment with me? How do I prevent back-to-back appointments? How do my customers reschedule an appointment? How do I see my scheduled appointments? How do I reschedule an appointment? What is a Meet Me page? What is an Auto-Assigned 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 can my customers cancel an appointment? What are Appointment Pages? How do I create a Meet Me page? Can I prevent scheduling appointments that are less than an hour away? Is it possible to validate customers via OTP while sharing an appointment page?
How do I share my schedule with a customer so they can pick a time for an appointment?
Table of Contents
You can share your schedule with a customer by creating an appointment page.
Follow these steps to create an appointment page: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.
Follow these steps to create an appointment page:
- Click the Main Menu.
- Go to Sales.
- Go to Appointment Pages.
- Select the type of appointment page you want to create - Meet Me, Auto-Assigned, or Group Event.
- Enter the event name, duration, invitee questions, and other information.
- Click Save. The appointment page gets saved.
- Click Send Link.
- Enter the To address of the customers, email subject, and other mandatory details in the Compose Email window.
- Review the email template (email body).
- Click Send.
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