The calendar is an excellent tool to schedule appointments, block off personal time, and perform other management tasks.
Your system’s calendar features color-coded time slots and appointments, but you may be unsure of what each color signifies. To clarify, consult the legend provided below for an explanation of each color.
Client onboarding is a crucial step in building strong relationships between agencies and their clients. It’s the first impression and sets the tone for their ongoing collaboration. Unfortunately, this process often has its fair share of challenges. Miscommunication, slow procedures, and a lack of resources can leave clients feeling frustrated and even regretting their decision […]
Every business faces the challenge of churn—clients leaving quicker than they arrive. Managing churn is essential for the health of any agency. High churn rates can lead to revenue loss and instability, making it difficult to grow and expand. That’s why understanding and tackling churn is vital for maintaining strong client relationships and steady growth. […]
Integrating whitelabel services into an agency’s offerings can be a game-changer. Whitelabel services allow agencies to expand their capabilities without the need to develop skills or teams from scratch. By using these services, agencies can offer more to their clients and tap into new markets with ease. However, the transition to including whitelabel services can […]
Onboarding new clients can be tricky for many marketing agencies. It’s a critical phase where first impressions are made, and client satisfaction begins to take shape. Many agencies find this stage challenging, often facing unexpected hurdles that can slow down the process or affect the quality of service. Poor onboarding can lead to misunderstandings, causing […]
Explaining the value of your whitelabel services to clients can sometimes feel like solving a puzzle. You know the pieces fit together, but how do you show your clients the complete picture? Communicating the value of these services involves more than just listing features. It’s about presenting the benefits in a way that resonates with […]
How to display more than one calendar on a page Using Calendar Links: 1. Open each calendar link in a new tab by clicking the link icons for each calendar 2. Copy the calendar ID from one calendar. Then, navigate to the other calendar, insert a comma after its existing ID, paste the copied calendar […]
What is the Contact Timezone? When a contact schedules an appointment, they have the ability to choose their timezone, ensuring the booking aligns accurately with their local time and personal schedule. FOR EXAMPLE: A contact located in New York City schedules an appointment for 5pm with a company located in San Francisco. If the contact […]
Overview The Troubleshooting Tool is built to assist users in determining why certain calendar slots appear unavailable in the booking widget. By offering in-depth insights into slot availability, it helps users pinpoint the cause of blocked time slots and make necessary adjustments. Whether the issue stems from user availability, system configurations, or scheduling conflicts, this […]
When {{appointment.start_time}} or any other appointment custom values are not showing Or when the appointment reminder campaign fails to trigger correctly based on the scheduled appointment start time: Or when the Add to Google calendar / Add to iCal/Outlook link is not working when sending a test email. We will need the Appointment or Customer […]