Anonymous
My feedback
9 results found
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Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder
137 votesRedtail’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!
An error occurred while saving the comment An error occurred while saving the comment Anonymous commentedI agree. I think we need this feature. Having clients schedule through OnceHub or Calendly is difficult because they don't directly link back to Redtail. If eveything can be done through Redtail CRM, nothing would fall through the cracks.
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29 votesAnonymous supported this idea ·
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40 votesAnonymous supported this idea ·
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87 votesAnonymous shared this idea ·
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32 votesAnonymous supported this idea ·
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47 votes
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!
Anonymous supported this idea · -
64 votes
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!
Anonymous supported this idea · -
74 votes
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!
Anonymous supported this idea · -
49 votesAnonymous supported this idea ·
I agree. This is very important and we are having the same issue as well. Using third parties does not allow direct linking to redtail. This causes a lot of trouble with not having contacts linked to activities and workflows not generating automatically.