Guide to Utilizing Single-Use Booking Links

The Single-Use Link feature is crafted to streamline your scheduling process by generating a unique link for each appointment. Once this link is utilized, it automatically deactivates, safeguarding your calendar from duplicate bookings and unauthorized access, ensuring a secure scheduling environment.

Key Advantages:

  • Increased Privacy: Safeguards your calendar by preventing multiple bookings, ensuring a secure and private scheduling process.

  • Simplified Scheduling: Provides an effortless way to schedule appointments, minimizing time and effort.

  • Controlled Availability: Automatically disables the link after one use, preventing future unauthorized access.

Steps to Use the Single-Use Link Feature

Incorporating the Single-Use Link into your scheduling workflow is straightforward. Follow these instructions to get started:

  1. Open Settings: Head to the settings section within your CRM.

Open Settings

  1. Select a Calendar: Navigate to the "Calendars" tab and choose the calendar you want to share from the menu bar.

Select Calendar

  1. Copy the Link: Click on the three dots next to your selected calendar (e.g., "Test") and select "Share" from the dropdown options. In the pop-up window, locate the "Single-Use Link" feature and click "Copy" to generate and copy the unique link.

Copy Link

  1. Distribute the Link: Share the copied link with your intended recipient. Once used for an appointment, the link will automatically expire, protecting your calendar’s privacy.

By following these steps, you can benefit from a more secure and efficient scheduling process, making the most of your CRM's latest feature.

Troubleshooting and Common Questions

Q: What if the Single-Use Link is shared with multiple individuals?

  • A: The link is only valid for the first person who uses it to book an appointment. After it’s been used, it automatically deactivates, preventing any further bookings.

Q: Can I generate another Single-Use Link for the same calendar?

  • A: Yes, you can easily create a new Single-Use Link for the same calendar by repeating the steps above.

Q: What should I do if the Single-Use Link fails to work?

  • A: Verify that the link hasn’t already been used for a booking. If the problem persists, generate a new Single-Use Link and try again.

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