Client-linked events
Keep the appointment connected to the customer record.
CUSTOMER APPOINTMENT SCHEDULING
Schedule customer appointments and keep the next interaction connected to the client.
Create calendar events with start and end time, assignee, recurrence, client and template. SyncSpace can send appointment information and reminders to customers by email.
REAL-LIFE WORKFLOW
One practical problem, handled inside the same workspace.
Date and time
Set the start and end time for the appointment.
Responsible colleague
Assign the event to the person handling the meeting.
Email notifications
Send appointment information and reminders to the customer from the same workflow.
CONNECTED WORK
Use this solution together with the rest of SyncSpace.
Files, external collaboration, calendar activity, tickets and TailorBOT are designed to stay connected rather than becoming separate information silos.
FAQ
Questions about this SyncSpace workflow
Can an appointment be connected to a client?
Yes. Calendar events can include the client together with the event type, time, assignee, recurrence and template.
Can SyncSpace notify the customer by email?
Yes. SyncSpace can send appointment information and reminders to customers by email.