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Switching to an online tool for appointment booking might be overwhelming. You might be unclear about the flow and information that it requires to create your appointment booking page.
This blog exactly answers your questions. You will learn how to use Calendar 365 – an online appointment booking page for Dynamics 365 CRM users.
Dynamics 365 Calendar simplifies the entire appointment booking process. It saves your team’s time from emails and calls to simplify sharing a link and getting booking confirmation.
Let’s learn what you need to do to create an appointment booking page.
Customize Your Appointment Booking Page
The first thing your users are going to see is the booking page. You want all the information up to date. So the first thing to do is set up your account or update it.
While adding details to your profile, ensure you add the profile picture. It can be your company’s logo or photo, depending on your workflow.
Add your availability:
Now, it is time to let people know when you are available. First, you will add your daily available hours. It would be best if you connect your company calendar as well. The reason behind doing this is time slots. Calendar 365 only shows available time slots. So if you have your calendar integrated, it will check whether there are any prior meetings.
Thus, you don’t have to keep checking your calendar to avoid conflicts. Calendar 365 will take care of it. You can easily avoid double booking as Calendar 365 considers all the aspects before showing your availability.
Custom event type:
It is important to clarify the purpose of the meeting. So, the event is a must. Some meetings are in person, while some are virtual. It is important to clarify the location or medium of the meeting. If you are going to use virtual meeting platforms like Google Meet, Zoom, etc., ensure you already have integrated these apps into your account. It will automatically add meeting links while sharing the details.
To clarify the agenda of the meeting, you can always add a little description. It can be a summary of what discussions you are expecting or what others will learn at the end of the meeting.
Along with this, you will clarify the duration of the meeting. You can choose the duration of the meetings. For example, an event named Introduction will be 15 mins, an event named Discussion will be 30 mins, and so on. Based on this duration, Calendar 365 will make dynamic time slots in such a way that most of our available hours are efficiently utilized. This leads us to the next point.
What about the breaks? You cannot have meetings the whole day. Tea/Coffee breaks, lunch breaks, buffer time between meetings to prepare, all of that is customizable with Calendar 365. You add your break timings, and it will show time slots accordingly.
Moreover, customer can also choose their preferred language and time zone while booking an appointment. Viewing the page in your preferred language and choosing a time in your time zone becomes easier for customers.
Customize meeting confirmation email:
Ensure all the details entered are correct and verified. Once all the information is in place, it is time to customize the email. This email will be sent to the invitees/customers who confirm the meeting. The email will have all the information about the meeting. The content of the email is fully customizable in Calendar 365.
Share the Booking Page
Now that all the configurations are done, it is time to share the booking page. Before you invite anyone to schedule a meeting with you, you will need to copy the meeting or scheduling link.
List options where you think sharing the meeting links will help the most. So, for example, if you are communicating with customers via email for appointment booking, send them the booking page link. You can also add the booking page link in your email signature.
With Calendar 365, you get to choose which event link you would like to share with a customer. For example, if you have a new lead, you can send them a link to intro call timings.
You can certainly add the link to the booking page on your website. You can use your CTAs wisely with Calendar 365.
Other ways to increase your reach and make it easier for customers to contact you is by adding meeting links in your social media platforms, or any public platforms, on business cards such as QR codes, and more.
While sharing the booking page link with an attractive and polite message, ensure you don’t create a negative impression that you expect customers to do all the work.
Calendar 365 is mobile-friendly and supports all sorts of devices.
If you are a Dynamics 365 CRM user looking for appointment scheduling, Calendar 365 is your perfect match. Calendar 365 lets you add your availability which you can customize day-wise. Moreover, you can create custom events of varied duration. All the configurations in Calendar 365 are customizable. As Calendar 365 is a plugin and directly integrates with the CRM, you have more customization options. You can improve business branding with your booking page. Calendar 365 is not dependent on any third-party integration, so you can customize fields according to CRM entities. Any changes in the tool are possible. Contact our sales team at firstname.lastname@example.org to know more about Calendar 365, or visit www.appjetty.com.
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