Skip to content
English
Customer portal
  • There are no suggestions because the search field is empty.

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