Mastering CRM Calendars

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.