TABLE OF CONTENTS Overview How to use? How do bookers receive the cancellation & reschedule link? Overview The Cancellation & Reschedule Policy setting allows you to define the time frame during which bookers can access the cancellation or reschedule link on the booking widget. This feature helps you set a…
In This Article How it Works? Setting Your Timezone Ensuring Accurate Availability If Your User Timezone is Set to Your Actual Location If Your User Timezone is Set to a Different Location (for Viewing Appointments) FAQ How it Works? Now, you can effortlessly view your calendar, appointments and confirmation emails in…
In This Article Overview Weekly Working Hours (formerly Standard Availability) Date-Specific Hours (formerly Custom Availability) Important Points to Note Overview Previously, we had two distinct availability configurations: Standard Availability and Custom Availability. With recent updates, these have evolved into Weekly Working Hours and Date-Specific Hours – two types of availability settings…
In this article What is the VoIP Deskphone integration? Who can set it up? Requirements & recommended deskphones Step-by-step setup Managing deskphones after setup FAQs Troubleshooting Related articles What is the VoIP Deskphone integration? The VoIP Deskphone feature lets you register any SIP-compatible hard-phone (deskphone) to your Venderflow (LC) sub-account….
Placing a test order is essential to verify that your checkout process, payment integration, shipping calculations, and order confirmation workflows are working as expected—without charging a real payment method. This guide walks you through the steps to simulate a complete order cycle. ✅ When Should You Use a Test Order?…
This feature in quizzes allows you to assign scores to answers and categorize them. This helps in generating useful quiz results, such as assessments, recommendations, or segmentation based on responses and now display personalized result messages based on scoring ranges. This is perfect for assessments, personality quizzes, onboarding surveys, and more….
TABLE OF CONTENTS Overview Upgrades Execution Logs – UI/UX Changes Enrollment History – UI/UX Changes Highlight Contact Path Go To Action Button Date and Time Enhancements Changes in Contact History Changes in Execution History Overview Execution Logs and Enrollment History are key parts of Workflows, giving you a clear picture…
Marketplace Workflow Triggers & Actions are the custom workflow triggers & actions managed in App Marketplace. The App Marketplace is a directory of Apps with Custom Workflow Triggers/Actions, Custom Providers, etc,. that you can install and use in your account. App Marketplace Note: If ‘App marketplace’ is not visible on…
TABLE OF CONTENTS Introduction Why Use This? Step-by-Step Guide to Configuring Human Handover Step 1: Enable Human Handover ToggleNavigate to the Bot Goals interface. Select Human Handover and toggle it ON to configure conditions for handover. Step 2: Select a Prebuilt ScenarioChoose from predefined conditions under which the bot will…
Overview We’ve introduced a unified task experience across Contacts and Opportunities. Whether you’re adding a new task, editing one, or filtering through a list, everything is now consistent, faster, and easier to use with new intuitive UI. Note: To enable this feature, go to Settings > Labs > Enable ‘Task…
