How Do I Use Appointments in Zendesk Sell?

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4 Comments

  • Rafael Rodrigues de Paiva
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    I need to schedule meeting for other people in my team. How can I do that? Can I choose to which schedule I book the meeting, not only seeing two or more schedules?

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  • Emma Bliska
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    Hi Rafael– Emma here, from the Sell Support team. Thanks for your comment ✅

    While you can't set appointments in Sell for your teammates, any shared invitation in your Google or Exchange Calendar will display in Sell. Here's what I recommend: 

    1. Share your Google/Exchange calendar with your teammate

    2. Add appointments to their calendar from Google/Exchange

    3. These appointments will also display in Sell! 

    You will want to make sure both you and your teammate have your calendars integrated with Sell. You can do this in Settings under Settings > Calendars. Let us know how we can help! 

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  • Rafael Rodrigues de Paiva
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    Thanks, Emma. Is there any prediction to this feature (set appointment for teammates)? Is this in the roadmap?

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  • Emma Bliska
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    No problem, Rafael. We are always working on improving integrations, especially email and calendar. This is definitely on the list! 

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