What happens if you make an appointment with the customer for a key
account manager, and the key account manager is unavailable due to an
emergency and I want to assign a new key account manager to take over.
Can I add the second key account to the appointment that I had for the
first key account vi...
When using the follow-up emails it seems to address this to 'Dear John
Smith'. How could this be changed to 'Dear John' or 'Dear Mr Smith' to
make this more personal?
@kkall550, I've spent several hours today trying to make this work, as
the instructions weren't very clear to me. Here's how to create a group
that only shows available times when everyone in the list, or the
members you select, can meet: From the main Bookings page, create a new
Shared Bookings pag...
Hi, Is there a way to set bookings to require all Team members to be
available?For Sales Calls or Management bookings, we'd like to create a
page for customers to schedule with a group of 2 people at once (e.g.
business + technical sales calls). And that requires both to be
available at the schedule...
Hello, I am trying to set up scheduling for meetings with two staff
members. Both staff need to be in attendance, however the scheduling
tool is still listing times when only one of the two staff members are
available and allowing meetings to be scheduled in these cases. I'm very
stumped. Advice is ...
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