Setting

Profile Your Profile Here’s an overview of your account profile. Some of this is basic information, yet it’s critical so you can have a good foundation and be set up for success with using the system. NOTE: Depending on your user permissions, you may not have access to all of the components. Personal Information Upload […]

Notifications Here you can manage your preferences for the notifications that appear on the CRM dashboard. If a user is associated with multiple sub-accounts, they can set different notification preferences for each sub-account. Notification preferences set or updated under a sub-account get applied to the specific sub-account, and not all the sub-accounts user is connected

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

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

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

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