Scheduling & Confirmations
A native self-calendaring option like Calendly or ScheduleOnce that has direct access to your calendar and a confirmation system like AppointmentReminder that automatically sends out an appointment confirmation via email and/or sms.
Allen Gibson
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Joe Breslin
commented
Please create an integration for OnceHub and Redtail. Doing it through Tailwag but it creates issues such as lack of ability to start an automation.
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Melissa Wenger
commented
Calendly integrates with Salesforce...so why does it not integrate with Redtail??
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Daria
commented
Yes!! We need this!
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Stephan
commented
This is needed. Unsure why its not there yet. PLease consider this. The old beta version of whatever you have been trying for the last few years is silly