Sometimes you want a particular person to book, such as a lead you have just spoken to or a candidate you want to interview. A personal invite sends them a link to your booking page, and when they book, the booking is linked to their record automatically.
Before you start
Your booking page needs to be switched on. See take bookings online.
Send an invite
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Open their record
Open the customer, lead or candidate and select Invite to book.
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Check the details
Their name and email are filled in. Add a short personal message if you like, such as Pick a time that suits you for our follow up call.
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Send it
Send the invite. They receive an email with their personal booking link.
Keep track of invites
Your booking page settings list every invite and whether it has been sent or booked. Use Copy personal link to send the link another way, or Withdraw invite if it is no longer needed.
Reduce no-shows with reminders
In your booking page settings, set a Reminder email between an hour and two days before the booking. The reminder includes the link to change or cancel, so people who cannot make it free up the time instead of not turning up.
Want new people in your pipeline? Switch on Add new people as leads on your booking page, and anyone who books who is not already a customer or lead is added as a lead.