I've set up a shared booking calendar for one of our sales team.
I've set up 2 services: an initial virtual call and then an on-site meeting.
2nd type = Security Consulation:
Meeting type is on-site.
Custom fields include:
- Customer Company Name
- Customer Address
- Products to be discussed
Problems
- I've disabled the Teams invite option on this service but it's still showing in the customer invite.
- When the invitation comes through, it doesn't have any of the custom fields contained in the appointment for either me or the customer
- It's not synching with the sales person's calendar for availability.
Having looked at previous threads on this:
I can create custom fields and make them mandatory
The maximum of attendees is set to 1 (ie not a group service)
The sales consultant has shared his calendar with me with the access can see when I'm busy.
Thanks in advance for help!
Kind regards,
Julia