Stay Up To Date
We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.
New Features
New Updates
Resources & Tools
Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
New Feature: Generate & Copy Reschedule Links Directly from Appointments
When customers miss notifications, rescheduling their appointments can be a hassle. So, we’ve added a direct way to generate a rescheduling link from any section where you manage appointments. Let’s learn how to access it!
⭐️ How To Generate & Copy Reschedule Links Directly from Appointments?
Open an appointment from your preferred section. In this case, we’ll use the Calendar View.
Click the Appointment Actions icon and select Generate Reschedule Link.
Once the link is generated, click Copy next to it.
Share the link with your customer.
⭐️Why Is This Feature Beneficial To Your Company?
Consolidated Management: Lets you manage appointment rescheduling consistently across Contacts, Conversations, Appointments, and Opportunities.
Appointment Permission: Existing appointment permissions apply, so users without the required appointment management permissions can’t generate a reschedule link.
Improved Customer Experience: Remove the burden from customers to find an earlier email or notification containing the reschedule link, instead making appointment rescheduling easy.
The customer can use the link to open the rescheduling flow and choose a new time, removing unnecessary back-and-forth without adding work for the attendees. We hope you enjoy it!
