Contacts and appointments
By Dan Castiel 5 articles
Understand Contacts and customer profilesUse Contacts and conversation context to understand shoppers while respecting identity, permissions, and data quality.Manage contact lists, segments, and profilesFind and maintain customer profiles while using lists and segments for clear operational follow-up Follow a safe workflow, verify the customer-facing result, and isolate common problems.Add and maintain store locationsCreate accurate locations for appointments and customer-facing store information Follow a safe workflow, verify the customer-facing result, and isolate common problems.Configure appointment hours and timezoneSet bookable hours and timezone so customers see slots the team can actually honor Follow a safe workflow, verify the customer-facing result, and isolate common problems.Manage, reschedule, and cancel appointmentsCreate and maintain appointment records while preserving accurate customer and operator expectations Follow a safe workflow, verify the customer-facing result, and isolate common problems.