temporary appointment waiting for customer confirmation
G
Gilian Ardies
Sometimes you suggest a date to a customer via email, but in anticipation of their response, we already have to schedule the appointment permanently, is there a possibility to make a “temporary” appointment (which, for example, sends an email to the company after 72 hours with “that appointment at that hour, can it be permanently scheduled?”
so you can click “schedule yes permanently, or no appointment”
M
Morgane Hendrickx
YES! We currently use a 'hold' block for this, but this is far from ideal. You should be able to schedule an appointment and give it an “under review” tag (which also changes the color and that is clearly visible to us in the agenda). Even better if you could enter a time limit. For example, I only hold offered appointments for 24 hours. If they haven't confirmed by then, I'll release that time again.