Calendar booking comes in handy for the customer to book a meeting almost instantly. It allows customers to see when the support agents are available and enables them to schedule a meeting or call independently.
For example, Travis has just purchased a software from Zylker and wants to schedule a Product Demo to gain in-depth knowledge of its features. He mails the support team enquiring about the suitable time to have the product demo scheduled. Now, Travis has to patiently wait for the confirmation from the support team. Various questions pops in his head like, what if they didn't get my email? What if my email goes unnoticed? What if they schedule the meeting when I am busy?
To avoid all these, by using Calendar Booking, a customer can choose the appropriate time for the meeting based on their availability, enter the required details and voila! The meeting is booked. In case the customer is not available at the time of the meeting, he can either reschedule or cancel the booking. This can help the customer bypass the series of calls or emails made to the support team and independently book a meeting with the respective User or Team.
Once the setup is completed, a meeting URL is generated that can be shared with the customers allowing them to book a meeting. Calendar booking can be categorized into two. They are as follows:
To set up calendar booking
You can use Team booking if you would like to allow your customers to book a meeting say, 'Product demo'. You can add hosts and when a customer books the meeting, a host gets assigned to take that up.
You can use this option if you would like to allow your customers to book a meeting with you (the user).
There are three ways in which you can share the link with your customers.
To embed calendar booking
To add the booking as an email signature
User with appropriate permissions can delete the calendar booking if they are no longer necessary.
To delete a Calendar booking
When the booking you created is not necessary at the moment, you can always deactivate them. By deactivating the booking remains unchanged except that it will be inactive.
User with appropriate privileges can activate and deactivate a calendar booking.
To activate/deactivate a Calendar Booking
The customer can book by choosing the appropriate date and time of his choice. Once booked, an confirmation email will be sent with the option for the user to reschedule/cancel the confirmed booking.
To schedule a meeting with an user/team
To reschedule an appointment
To cancel an appointment
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Write to us: email@example.com
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.