Latest Updates To Pinnacle Ai CRM

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Auto Forward on Calendars to Find the Next Open Slot

December 08, 20232 min read

Experience seamless scheduling with our CRM's latest enhancement to the calendar—auto-navigate functionality. No more manual jumps between months; the system now effortlessly scrolls to the next available slot, ensuring a frustration-free scheduling experience for you and your clients.

What is Auto Forward on Calendars to Find the Next Open Slot? The CRM's calendar now features auto-navigate functionality, automatically scrolling to the next available slot, eliminating the frustration of navigating to future months manually.👇🏻

⭐️ Why does it matter to your business?

  • Effortless Scheduling: Seamlessly move to the next available time slot without manual navigation.

  • Enhanced User Experience: Eliminate the need for users to search for open slots in different months, improving overall satisfaction.

  • Improved Conversion Rates: Streamline the scheduling process, potentially boosting conversion rates on your calendar widgets.

⭐️ How to Use Auto Forward on Calendars to Find the Next Open Slot:

  1. Access your CRM Account. On the bottom left side of your dashboard click on “Settings”.

Auto Forward on Calendars to Find the Next Open Slot

  1. After you click on “Settings” you will see a new left-hand menu on your dashboard, now locate the option “Calendars” and click it. In the “Calendars” section find the calendar you would like to work on. Click on the three dots located on the right side of the calendar and then click on “Edit”.

Auto Forward on Calendars to Find the Next Open Slot

  1. When you click on “Edit” a new menu will appear on your screen. On the top left of your screen click on “Availability”.

Auto Forward on Calendars to Find the Next Open Slot

  1. Then click on “Custom”, and below that option will appear a menu where you can select specific dates and times you want your availability to show up in the calendar.

Auto Forward on Calendars to Find the Next Open Slot

  1. As soon as you select the specific dates and times you like, on the top right of your screen click on “Save” so the calendar will be updated automatically.

Auto Forward on Calendars to Find the Next Open Slot

  1. When you click on “Save” you will go back to the CRM page where you can see all your calendars. Click on the three dots on the right side of the page in the calendar you just edited. Then click “Copy Scheduling Link”.

    Auto Forward on Calendars to Find the Next Open Slot
  2. As soon as you click on “Copy Scheduling Link” open a new tab on your browser. Paste the link and the calendar you just edited will open up and now the custom dates you selected on the calendar will appear as available!

Auto Forward on Calendars to Find the Next Open Slot
calendars
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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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