Creating and managing appointments for leads, contacts, and deals

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7 Comments

  • Rafael Rodrigues de Paiva

    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

    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

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

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  • Emma Bliska

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

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  • Gabriel Feitosa

    Hi, Is there an API to managing appointments?

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  • Karol Zawada

    Hi Gabriel,

    Thanks for your question! I'm happy to assist.

    Unfortunately, our API doesn't support appointments management. That being said it's not possible to create, delete, or edit existing appointments in Sell via API.

    For your reference, you can find our API documentation here - https://developers.getbase.com/.

    If you have integrated 3rd party calendar into Sell, then you might check if your calendar provider doesn't offer API support, and those apply changes that way.

    I hope you'll find that helpful.

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  • Gabriel Feitosa

    Thanks Karol Zawada

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