Add the Ability to send a Calendar Invite to Customers | Voters

Add the Ability to send a Calendar Invite to Customers

gathering votes

Stephanie Bates

The ability to send customer calendar invites would be helpful for customers to add appointments to their calendars and get their own reminders from their calendar.

Alex Weidenbenner

Merged in a post:

Email Calander link

Chris Hemberger

Add a function that lets you send links to add appointments to customers phone and or other calanders. I have had a few business customers ask for this so they can just click a link and it puts the appointment in their calander for them

Gia Katzenmeyer

we need this!!! please!!!

Shelby Parker

Great to hear your perspective, Chris Hemberger! I have a few more questions for you:

What types of calendar applications do your business customers primarily use (e.g., Google Calendar, Outlook, Apple Calendar)?
Would your customers prefer the calendar link to be sent via email, SMS, or both?
Are there any specific details or information that should be included in the calendar event (e.g., location, meeting agenda)?

Chris Hemberger

Shelby Parker we use the Drive centric system for ourselves. It would just be nice to send customers a link so they can put it on theirs. Whether they use outlook, Apple, Android, etc

Shawn Goebel

Merged in a post:

Calendar Link

Racheal Langley

Create a calendar link for template use so you can create a template and add it to specifically let the customer pick a time and date from the email.

Shelby Parker

Hello Racheal Langley! I have a few more questions for you:

What calendar platforms should the calendar link integrate with (e.g., Google Calendar, Outlook)?
Should the calendar link allow for automatic time zone adjustments based on the customer's location?
Are there any specific features or options that should be included in the calendar link, such as reminders or recurring appointments?

Shawn Goebel

Merged in a post:

Send Calendar invite that allows customer to choose day and time.

Jason Prunkard

John Taylor

Check out the website Calendly for reference

Shelby Parker

Thank you for posting, Jason Prunkard! I have a few more questions for you:

Could you please elaborate on the specific features you would like to see in the calendar invite?
Are there any specific time slots or days you would like the customer to be able to choose from?
Would you like the system to automatically suggest available times based on your schedule?

Dennis Trent

Yes! Much needed.

Jason Nieblas

Totally agree, this would be super helpful for Sales and Service.

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