Meetings and appointments scheduling

How my friends (and users) helped refine appointments scheduling in Saleswah

A fortnight back, we had just created an ability to invite our Contacts to a meeting- more commonly known as the “Appointments” feature. We were still testing and on a lark, I decided to set up a formal appointment with four friends using Saleswah CRM, for a Thursday evening beer and Biriyani.

It was raw, it was work in progress but, it was effective. The email invite reached all of them- 1 declined, 3 accepted. And the party got underway in a suburban mall. The invite read as follows:

On Thu, Nov 6, 2014 at 4:25 PM, Saleswah CRM Appointment Services <appointments@saleswah.com> wrote:

Hi,
Anindya Chatterjee has set up the following appointment with details:
Delhi Gang- evening Party
Starting at : Nov 6 2014 5:00PM
Ending at : Nov 6 2014 9:00PM
at star city mall, mayur vihar
Please confirm directly with Anindya Chatterjee at anindya@anwesha.in or Call +91 999 017 2233.

Saleswah CRM Appointments Service on behalf of Anindya Chatterjee

Pleasantries over, I turned to the guy sitting next to me and wanted to see the invite that he has received on his phone. As he showed it to me, he told me a few things he expected.

He wanted this to be a proper calendar invite- something he wanted to add to his calendar which is integrated with his mail client. So, he could decline or accept- and have it appear (or not) in his calendar.

Ah, okay. So, we postponed our feature launch by a couple of weeks, baked in the ability to send a proper calendar invite (.ics file) and for good measure implemented Google Calendar Sync. So, you can authorise Saleswah to write this calendar item to your linked Google (or Google Apps) calendar. Not just that, if you make changes, add participants etc to the calendar entry in Google, the changes will show up in Saleswah too.

Here’s how the invite shows up on my (admittedly vintage) Android phone calendar.

Appointments scheduling in CRM

We are pretty kicked about it. I hope it works for you as well.

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