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Appointments

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At A Glance Camp Calendar/Manager

When setting up various email camps., it's very helpful to have the ability to see everything on a calendar. Everything that is set to go out and on what days/times. It's also helpful to have all of your "stuff" set on the calendar as a link to ed...
Guest over 1 year ago in Appointments / Campaigns 2

Give credit and keep logs for appointment setters

Have the appointment show under the person who set the appointment if re-assigned in the Appointments Set column of the Activity Report There would need to be separate fields for the appointment setter and appointment holder with the credit for th...
Guest 11 months ago in Appointments 1

add office location drop down feature

No other details needed.
Guest 12 months ago in Appointments 1

Microsoft integration appointment synchronization with Brokerkit

No description provided
Brokerkit Product Management over 1 year ago in Appointments 0

Create Appointments in Retention

No description provided
Brokerkit Product Management over 2005 years ago in Appointments 0

Templates for Appointments

User Narrative As a broker, I want the ability to create Appointment templates that be saved, edited, and applied later so I won't have to re-write common messages.
Brokerkit Product Management over 2003 years ago in Appointments 0

Native Zapier app to create/update appointments in Brokerkit from apps like Calendly, Acuity,...

A native app in Zapier to create calendar appointments in Brokerkit when a contact books an appointment via Zapier from scheduling applications like Calendly, Acuity,...
Brokerkit Product Management over 2004 years ago in Appointments / Integrations 0

Google calendar integration appointment synchronization

No description provided
Brokerkit Product Management almost 2002 years ago in Appointments 2

Calendar view for appointments in Brokerkit

create a new screen in a calendar view to see appointments Ability for admin role to see all appointments and staff role to only see their appointments
Brokerkit Product Management about 2005 years ago in Appointments 1

Ability to set appointments in the past for accurate reporting

Story NarrativeAs a recruiter, I want the option to set appointments for past dates, so I can catch up appointments I forgot to input and maintain accurate reporting.
Brokerkit Product Management over 2005 years ago in Appointments 0