Quick Start 4: Phone Messages & Appointments

Quick Start 4: Phone Messages & Appointments Everything you need to know about creating a message in Arborgold

Message Center and Appointments Mastery Checklist

• Create a New Message
  • Add a Recipient, Subject, Message Body
  • Send Message via Email or SMS to Salesperson (requires Twilio or Email integration)
  • View message in Mobile Estimator
• View Message Listing
  • Complete vs Deactivate
  • Batch Appointment Reminder (requires Twilio)
  • Uncomplete a Message
• Appointment Scheduler
  • Drag and drop scheduling
  • Group Scheduler
  • Unschedule appointments
  • Move appointments
  • Complete appointments in batch
  • Quick add appointments

Learn more about:

Message Tags

Appointment Reminders

Scheduling Assistant

Last Updated by: Elizabeth on 06/26/24 

Authored by: Elizabeth on 06/26/24