Introducing Auto Payments in Recurring Templates: A Streamlined Solution for Billing Managing customer payments can be daunting, especially when it comes to recurring invoices. But worry no more! With the auto payment feature in our recurring templates, you can ensure...
Workflow Notes, Action Notes & Sticky Notes
Overview The Workflow Notes, Action Notes, and Sticky Notes feature in Integ provide users with a convenient way to add context, comments, or critical information directly within workflows. These tools enhance collaboration, streamline...
Introduction to Workflows and Automations
What is Automation Workflow? Automation workflow refers to a series of defined, repeatable steps or processes through which a piece of work passes from initiation to completion. Workflows can be sequential, with each step dependent on the completion of the previous...
How to Setup Workflow Triggers for Google and Facebook Reviews
This guide will help you set up workflow triggers for new reviews from Facebook and Google, allowing you to automate actions based on review details. Overview This 'Review Received' trigger is contactless, meaning the reviews are not linked to any specific contact....
How to manage Refunds within the CRM?
The refund processing feature allows businesses to issue full or partial refunds for transactions made through various payment providers, such as Stripe, Authorize.net, NMI, and PayPal. It supports refunds for Google Pay, Apple Pay, and card payments, providing a...
Getting Started With Smart Lists
Smart Lists are innovative contact lists that allow users to customize and filter contacts based on specific conditions, such as custom fields. You can select which columns to display, and the Smart Lists update in real-time as contact data changes. Moreover, they've...
Team Member Assignment (Round Robin Calendar)
Overview You can now configure which team member should be assigned to an appointment in a round-robin calendar. You have options for rescheduling preferences and new appointment preferences. Reschedule Preference: Choose who the appointment should be assigned to...
Calendar Widget Reorder
Overview The Calendar Widget Reorder feature allows users to customize the order of the calendar widget's steps: the Date & Time Selector, the Form, and Payments (if enabled). Users can choose whether they want the Date & Time Selector or the Form to appear...
Multiple Meeting Location Selector in Calendar
Overview The Multiple Meeting Location Selector feature allows you to add multiple meeting locations to your calendar settings. These locations are then displayed on the booking widget, allowing bookers to choose their preferred meeting location. This feature is handy...
Cancellation & Reschedule Policy (Booking Widget)
Overview The Cancellation & Reschedule Policy setting allows you to define when bookers can access the cancellation or reschedule link on the booking widget. This feature helps you set a window after which bookers cannot access the cancellation or reschedule link...
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