One Time Use Calendar Link
complete
A
Alex Asher
It would be great if there was a way to create a dynamic link in snippets that can automatically send a new generated one time use link so that we dont need to go through all the steps of going to the desktop version and copying the link and sending it in a message. Creating a dynamic link for this will be very helpful
A
Abhishek Chauhan
complete
Core Platform
under review
t
test test
Why is this with 49 votes in "Upcoming" yet ideas with over 200 upvotes are in "Under Review"....
t
test test
All we want is the appointment to assign to the specified assigned user of that contact if they already are assigned to someone and if not then they assign to anyone in the calendar maker who is available via availability or based on our skill ranking. (Round Robin Calendar)
Use Cases: Tons of business's have users/reps that only receive assigned leads or contacts and they also have in the user settings "Assigned Only" turned on. This way they can't see contacts/leads that are not theirs.
1st Currently functionality: Skip assigning user if contact already has a user assigned --> what this does is assigns the appointment to any user on the calendar. Thus creating an appointment with a different user than the assigned contact.
What happens: The assigned contact user is no longer going to be notified an appointment was created with their contact from any automations. They won't know an appointment has been booked with their client unless they check the calendar view regularly to catch/fix the mistake. The user assigned to the appointment will not be able to see the contact to call them and they are also not assigned the lead or contact so shouldn't be calling another users/reps lead.
2nd Current Functionality: Can not check the 'Skip assigning user if contact already has user assigned'
What happens: This re-assigns the contact to a new user from the user calendar settings. This is not beneficial as well since now the lead that was assigned to that user is removed and switched to a new user. However, the lead could have been talking to the previous user and this is why they are booking the calendar. Now leads can be taken from that user and their hard work goes to waste and they can't see the contact anymore. This can create customer confusion and a bad customer experience. If users are working their leads they should be able to send out a main calendar link with them in it that assigns the appointment to the assigned user of the contact.
This is especially important if we assign contacts to users so they can start dialing them from the beginning as well as then we run email/sms campaigns utilizing the same contacts. Thus the client may book via campaign or via the rep sending the same calendar link to book with the assigned user.
N
Noah Lenz
YES! We have even considered building this ourselves, so would love if this is on the roadmap.
Core Platform
upcoming
Core Platform
under review