Creating & Managing Appointments - Frequently asked questions

Frequently asked questions

How do I add an appointment in Zendesk Sell?

Adding an appointment in Zendesk Sell is straightforward and can be done in a few steps. To add an appointment, navigate to the Sell sidebar and click on the Calendar icon. Then, click the Add (+) button and select 'Add Appointment'. You can then…

Can I update an appointment in Zendesk Sell?

Yes, you can easily update an appointment in Zendesk Sell to change details like date, time, or attendees. To update an appointment, open it from the Calendar page or from a Leads, Contacts, or Deals card. You can then modify the details as…

How can I delete an appointment in Zendesk Sell?

Deleting an appointment in Zendesk Sell is a simple process. To delete an appointment, open it from the Calendar page or from the Leads, Contacts, or Deals card. Click 'Delete Appointment', and you will be prompted to confirm the deletion. Once…

How do I notify attendees if I'm running late for an appointment in Zendesk Sell?

Zendesk Sell allows you to quickly notify attendees if you're running late for an appointment. To do this, open the appointment from the Calendar page or from a Leads, Contacts, or Deals card. Click 'Running late' and select the duration of your…

Can I see my colleagues' appointments in Zendesk Sell?

In Zendesk Sell, you can only manage and view your own appointments. You cannot see the appointments of other Sell users, such as your colleagues. However, you can view any appointments that your colleagues have created if they are related to a…

Is it possible to add custom fields to appointment details in Zendesk Sell?

Currently, Zendesk Sell does not support adding custom fields to appointment details. If you need to include additional information, you can use the Description section when creating an appointment. For further customization requests, consider…

How can I integrate external calendars with Zendesk Sell?

Zendesk Sell allows integration with external calendars like Google or Exchange. To set up an integration, navigate to Settings > Integrations > Calendar in Zendesk Sell. You can choose your default calendar and ensure that appointments from…