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37 published articles
In this ArticleOverviewData Flow: Lead Connector to iCloudData Flow: iCloud to Lead ConnectorRelated ArticleHow to connect iCloud with Lead Connector?OverviewBefore diving into the details of iCloud integration, it's essential to note a few key…
We're dedicated to making your appointment management effortless and efficient. Our newly upgraded calendar view brings a host of features designed to simplify your scheduling process. Here's what you can expect:In this articleQuick Day…
This article explains how to connect Reserve with Google to enable appointment bookings directly from Local Services Ads. Once connected, customers can book services from Google Search and Maps, and those appointments automatically appear…
Connecting Microsoft Teams allows video meeting links to be generated automatically for scheduled appointments. When Microsoft Teams is selected as the meeting location, a unique Teams link is created for each booking and shared…
Multiple meeting locations allow you to offer bookers a choice of how and where a meeting will take place. When this option is enabled, people booking an appointment can select their preferred location directly…
In This ArticleWhat is a One Time Link?Why are One Time Links important?How to Share a One Time Link?What Happens After Booking?Related ArticleWorkflow Action for Generating One Time LinkWhat is a One Time Link?A…
In This ArticleWhat is Partial Payment?Impact of Partial Payment on Transactions & InvoicesHow to Use Partial Payment?How to collect the remaining balance?Key BenefitsFAQsWhat is Partial Payment?Partial payment offers bookers the opportunity to secure bookings…
Pre and post buffers give you extra time before or after appointments for preparation, travel, follow-up, or other transition activities. The system automatically uses configured buffer times when calculating appointment availability. You can also…
TABLE OF CONTENTSOverviewHow to Set Up Recurring Appointments in a CalendarRecurrence SettingsHandling Unavailable Slots:Creating Recurring Appointments via the In-App Appointment ModalNote: Custom Recurring and Bulk Edit / Delete enhancements to the Recurring Appointments feature…
In this ArticleWhat are Rooms?What are Equipments?How to use Rooms & Equipments?What are Rooms?A 'room' can represent any location where services are provided. In simple terms, a room is a specific place in your…
Meeting RoomsScreen Sharing Improvements in Meeting RoomsEnhance collaboration with full-screen mode, zoom controls, system audio sharing, and improved streaming quality.What You'll LearnScreen sharing is essential for collaboration during support sessions, presentations, training, and detailed…
A Service Calendar is built specifically for businesses that offer structured, in-person services and want to make booking intuitive for customers. It allows individual services to be created, categorized, and presented through a unified…
In This ArticleWhat is a Service Menu?What can you do with the Service Menu?Who Can Use It?Getting Started: PrerequisitesHow to create Service Menu?Adding Custom Code to the Service MenuHow to Disable Service Menu?What is…
TABLE OF CONTENTSOverviewReschedule PreferenceHow It Works:New Appointment Preference: Always Book with the Contact's Assigned UserPrerequisites:How It Works:Points to Note Before Using This Feature:OverviewYou can now configure which team member should be assigned to an…
TABLE OF CONTENTSOverviewHow to Use the Troubleshooting Tool?List of Codes & DescriptionsImportant NotesOverviewThe Troubleshooting Tool is designed to help users identify why specific calendar slots are unavailable in the booking widget. By providing detailed…
TABLE OF CONTENTSOverviewWhat’s New?How to UseImportant NotesUse CasesOverviewThe View Form Submissions feature allows users to see responses from custom booking forms directly within the Appointment Modal. This eliminates the need to navigate to the…
In This ArticleUnderstanding One-Time LinksKey Benefits of Integrating One-Time Links into Your WorkflowHow to Generate Dynamic One-Time LinksRelated ArticleOne Time LinkUnderstanding One-Time LinksA one-time link is a unique scheduling link that automatically expires upon…
