How Can We Help?

< All Topics
Print

Booking an Appointment from the Conversations Tab

STEP 1: Log in to your Vintory CRM account

Switch to an Account

(Drop down menu on the upper left corner of the screen)

  • Choose a partner where you want to add the contact/s.

STEP 2: In the sidebar menu, go to Settings

STEP 3: Go to Calendars. Make sure that your calendar is integrated with the platform

STEP 4: Go to Custom Values. Once your calendar is integrated, copy the link

STEP 5: Go back to the main side bar then Conversations. Select any contact you want to set an appointment with then click Book Appointment

STEP 6: A pop-up will appear. Make sure to select the right calendar that’s integrated in the platform. Update the date and time and put the appointment title. Once done, click Book Appointment