Services and Appointments, originally released in beta, are now fully available, ready-to-use modules for businesses that deliver services to customers.
What each module does
- Services. An organised catalogue of the services your business offers.
- Appointments. A log of bookings, viewable by day, week, or month, with customer, service, and assigned technician linked together.
Sandbox support
Services and Appointments can be enabled and tested in your CRM sandbox before deploying to production, on Enterprise edition and above.
Known limitations: Appointments currently cannot be linked to the Deals module via lookup, and the Services module requires a Duration to be set, with no all-day option.
Need help? 1 Cloud Consultants can help you set up and customise the Services and Appointments modules for your specific service business.
Book a discovery call with 1 Cloud Consultants.