Step 1: Team & Event Setup The first step includes calendar information such as name, description, and other details. 1. Calendar Name Give your calendar a name. The name will show leads and customers the reason they are scheduling an appointment. 2. Calendar Description You can go into more detail about the topic and subject […]
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Step 2: Calendar Availability Next step, we need to establish the availability settings for this particular calendar. Appointment Slot Settings Here you will see the availability slot and interval settings. These give you control over the time, length, and quantity of appointments scheduled. 1. Slot Duration This setting allows you to choose the length of
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Step 3: Calendar Confirmation Form Settings Every calendar has a basic form by default attached to it. This captures name, email, phone number, and gives space for a custom message. 1. Use Custom Forms If you’ve built a custom form in your CRM and would like to use it in this calendar, you can select
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Custom Fields Custom fields are used to capture any information you would like to collect from a customer through your surveys or forms. Organizing Custom Fields In this section, you are able to create custom fields. Custom fields are used in forms and surveys to capture data and information that is outside the scope of
Pipelines Opportunity Pipelines Here you will be able to create, organize and manage the pipelines that make up your opportunities section. If you have not yet visited the “Opportunities” tab in your CRM, we recommend you take a look after this help guide is complete so you become familiar with it. NOTE: Depending on your
Create & Edit Surveys Survey Overview This is an overview of the survey builder section in your CRM. You can create fully customized surveys for new lead funnels, signup pages and calendar scheduling! NOTE: Depending on your user permissions, you may not have access all of the components. Survey Slide This is your survey slide.
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Fields tab Survey Fields Tab Navigate to the “Fields” tab to see the different survey fields you can use to customize your surveys. Field Types You have the option of 2 groups of survey fields. Standard Fields – Here you will find fields like name, email, phone number, etc. Custom Fields – These fields are
Chat Bubble Bubble Preview This is a preview of what your website chat widget bubble will look like. As you customize your chat widget, you can see the changes happening in real-time here as a Preview. Enable Chat Widget In order to use this chat widget, you will first need to enable it by clicking
Widget Window Edit Widget Window Now let’s move on to the actual chat widget window and what the visitor will see if they click to chat. Preview Window This is a preview of what your website chat widget window will look like. As you customize your chat widget, you can see the changes happening in
Acknowledgment settings Now let’s move on to the thank you section that the visitor will see if they request to chat. Thank You Message Preview This is a preview of what your thank you message will look like. As you customize your thank you message, you can see the changes happen in real-time here in
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