Suggestions & Ideas

What is a Class Booking? A class booking is a one-to-many type calendar to host multiple invitees in a single booking. Class bookings are helpful when you want multiple invitees to attend a single event at once, some examples, but not limited to: • Webinars/Workshops • Training Sessions • Sports Events • Appointment Owner The appointment owner in case of a class or a training session would be the person who would be the trainer. You can add the appointment owner by clicking on Add User and then selecting the user from the dropdown list. Set the number of spots per slot For your class booking, you can choose the number of attendees you'd like to have at each event. For example, if you set the maximum number of seats per slot to 10, then up to 10 invitees can book a single time slot. This means that 10 attendees can book a class or a training session at 1:00 PM. You can choose up to a maximum of 9,999 attendees in a single slot, however, please note that in case you are using a conferencing tool than the tool may have a different maximum attendees limit. For example: Zoom offers a maximum of 500 attendees for certain licenses (check with Zoom). To create a new "Class" calendar booking, go to your Connect dashboard, click "Settings" in the lower-left corner. Click "Calendars" and then click "Create Calendar" button to create a new Calendar. Then click the button for "Class Booking".

The ability to customize email and SMS notifications used in invoicing is now live under Invoice Settings. This will allow businesses to use their own templates for invoicing and not rely on the system-generated defaults • Email and SMS notifications can be customized for the customer receiving the invoice under the Customer Notifications section • Email notifications can be customized for the sub-account user who is sending the invoice under the Team Notifications section Turn the toggle off to exclude any specific notification from being sent Use the Invoice custom values in the Email and SMS builder to include details in notifications like customer information, invoice total, due date, invoice URL, etc.

An Inbound Webhook is a powerful feature that enables an external system to send data to your CRM automatically. Whenever an event occurs in the external system, you can trigger a workflow in your CRM by sending an HTTP POST request to a specific URL associated with the trigger. This real-time data transfer capability enhances the functionality of your CRM by allowing it to integrate seamlessly with other systems. Set it up by, creating a new inbound webhook trigger, Hit test trigger Capture your request. Use that to map it to a contact or use it anywhere within the workflow. Such as If/else condition or as a custom variable in emails and SMS.