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Last Updated: 02/17/2021 in Appointments
If you are unable to meet with your clients or vice versa, the appointment can be reschedule or canceled … They can either click “ Cancel ” or “ Reschedule” the appointment for an alternate time. … Request Reschedule You can reschedule by clicking the appointment from your calendar followed by clicking
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Last Updated: 02/23/2021 in Reports Keap Mobile
Tap on a specific appointment to see the details Tap on a specific appointment to view the details and … add notes or tasks Multiple appointments If you have more than 1 upcoming appointment with the … This includes current and past appointments.
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Last Updated: 02/17/2022 in Appointments
Book an appointment from a contact record Navigate to a contact record Click More Click Meet with … your contact Click Book now or Send invite for the desired appointment type If you chose Book now … a contact record, when viewing the Appointments activity card, or the accompanying side panel, only appointments
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Last Updated: 06/15/2022 in Appointments
Keap allows contacts to book appointments clear up to the time of your last available appointment time … The appointment will be deleted when a user or client cancels the appointment through Keap or if you … Yes, you can manually add an appointment.
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Last Updated: 01/18/2024 in Appointments
Appointment details Click an appointment to view details of the appointment. … Edit appointments Navigate to the Appointments page Open the more options menu for the appointment … There are options to Reschedule or Cancel the appointment.
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before an appointment? … an appointment, or send specific messages to customers who cancel or reschedule an appointment. … For example: "Stop this nurture once a user books an appointment" Can I create appointment reminders
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Last Updated: 08/20/2021 in Appointments
You can automate your follow up as you create and manage your appointments with access to your Easy … Any appointment types that are involved in an Easy Automation will have a lightning bolt icon next to … If the appointment types' automation is inactive, the lightning bolt icon will have a slash through
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Last Updated: 02/23/2021 in Reports Keap Mobile
appointment. … To cancel appointment In the appointment details tap on the more button (...) … Reschedule appointment Navigate to a contact record and tap the appointments card Tap " Reschedule
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Last Updated: 02/17/2021 in Appointments
the information about the appointment. … Confirmation appointment email to your client
Note : These emails are from the user's email … Confirmation Screen On the appointment confirmation screen and emails, you and your clients can review
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Last Updated: 02/23/2021 in Reports Keap Mobile
Access Appointments Open the Appointments tab to see your appointments Tap on an appointment to see … You can see all of your upcoming Keap appointments in your mobile app. … Keap will automatically send out our standard appointment reminders as well!
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Last Updated: 12/20/2021 in Appointments
If the appointment is created with fewer than 24 hours until the scheduled appointment time, then the … the appointment How many email reminders will the Contact receive if their appointment was created with … only 20 hours until the appointment?
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Last Updated: 04/20/2022 in Appointments
the appointment. … How soon can contacts and Keap users book appointments? … If you have not previously added any appointment types , you will be prompted to do so after connecting
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Last Updated: 02/03/2022 in Appointments
until you have finished setting up the appointment type. … Also, Internet Explorer and Edge are not supported for scheduling an appointment. … If you choose not to continue setting up your first appointment type, click the X in to the top left
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Last Updated: 06/08/2021 in Dashboard
with those appointments. … The appointments widget is located on your dashboard. … type Click View all to go to the appointments page and see your entire calendar
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Last Updated: 02/03/2022 in Appointments
connected calendar Click Disconnect Click Yes, disconnect Contacts will not be able to book new appointments
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Use your Keap Business Line to send your Keap booking links so that your contacts can book appointments
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Last Updated: 05/05/2022 in Appointments
Setting appointment preferences Enter a name to associate with your appointment link i.e. … This is located in the Google calendar appointment record in the notification area. … To avoid double booking, make sure all of your calendar appointments are marked as “Busy”.
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Last Updated: 02/03/2022 in Appointments
meeting link Finish setting up your new appointment type Update your existing appointments to use … Each appointment booked through Keap will create a unique appointment link so that only users with that … What should I do if my Zoom links aren't being created on new appointments?
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Last Updated: 02/17/2021 in Appointments
Book an appointment on your calendar Click the Book now button above your daily schedule or by on appointment … type Search for or add a new contact Select the appointment type Click Continue and select time … Select a date and time to book Click Confirm Choose to view your appointments, view the contact you
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Last Updated: 02/23/2021 in Reports Keap Mobile