Mastering CRM Calendars

Study Notes

Setting up a CRM Calendar: Step-by-Step Guide

Three options for syncing CRM calendar with Google Calendar: one-way, disable trigger, and smart sync.
Smart sync blocks time off in CRM calendar for events created in Google Calendar without existing contacts in the CRM.
Availability setup involves selecting slot duration, slot interval, buffer duration, appointment per slot, appointment per day, scheduling notice, and date range.
Office hours can be set up with the option to add multiple shift hours and apply them to all days in one click.
Form setting option allows for selecting a custom form and enabling sticky contacts for automatic filling of basic information.
Stripe payment option can be used for charging clients for appointments.
Notification and additional options include new appointment notification emails, auto-confirmation of appointments, and rescheduling/cancellation options.
Meta pixel ID and custom code options are available for further customization.
Form submissions can be customized with a thank you message or redirect to a URL.
Unassigned calendar allows for one user to take the call from the lead while team calendar can have multiple users attending calls.
When someone books an appointment, they fill out a form with their information and schedule the meeting.
Contact support for any questions or concerns.

Description

Test your knowledge on setting up a CRM calendar with this step-by-step guide quiz! Learn about syncing options, availability setup, office hours, form settings, payment options, notification settings, customization options, and more. This quiz will help you understand how to efficiently manage your appointments and contacts using a CRM calendar.