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Can an agent schedule a call?

Alessandro Angioni avatar
Written by Alessandro Angioni
Updated over 2 weeks ago

If an agent needs to schedule a call on behalf of a client, they can do so by navigating to the public booking page as if they were the customer and entering the customer’s email address during the booking process.

This ensures the call is logged in the CRM as a ticket and, if configured, that the customer receives an email confirmation.

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