Latest Updates To Pinnacle Ai CRM

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New Feature: The New Service Based Calendar

November 21, 20232 min read

Introducing our new Service Calendar—a powerful tool designed to simplify scheduling for service-based businesses. With this feature, you can effortlessly create, manage, and integrate services with staff availability, streamlining your booking and payment processes for a more efficient and productive workflow.

What is The New Service Based Calendar? It simplifies scheduling for service-based businesses by allowing users to create and manage different services, group them for easy access, and integrate them with staff availability, making booking and payment processes a breeze. 👇🏻

🎞️ Why does it matter to your business?

  • Streamlined Scheduling: Easily manage and organize various services within a single, user-friendly calendar.

  • Effortless Service Configuration: Create, edit, and categorize services with customized details and branding to suit your business needs.

  • Seamless Staff Integration: Assign services to specific staff members and sync their availability for efficient scheduling.

  • Flexible Booking Options: Enable clients to book multiple services or combine services for themselves and guests through a single scheduling link.

⭐️ How to The New Service Based Calendar: To start using this feature, follow these straightforward steps:

  1. Navigate to Calendar Settings and Input the Essentials:

    Log in to your sub-account and go to Calendars > Calendar Settings.

    Within the Calendars Tab, click "Create Calendar," then select "Service Calendar."

    Service Based Calendar
  2. Input essential details, including the calendar name, description, staff assignment, URL, and service duration and Confirm.

    Service Based Calendar
  3. Upload your service logo for the Appointment Booking Widget.

    Service Based Calendar
  4. Link the calendar to your Service Menu by selecting a group for categorization.

    Service Based Calendar
  5. Availability: Set appointment duration, post-buffer time, minimum scheduling notice, and date range.

    Service Based Calendar

With these steps, your Service Calendar is ready for booking. Key highlights include the ability for contacts to book multiple services for themselves or for multiple participants, efficient scheduling with a 15-minute slot interval, and direct integration with staff availability. It's the perfect tool to streamline your service-based business operations.

calendarnew featureservice calendar
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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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