How to use the "Ask the Customer" scheduling feature
How to use the "Ask the Customer" scheduling feature
How to use the "Ask the Customer" scheduling feature
The "Ask the Customer" feature in Cadence allows you to send personalized scheduling invitations that empower customers to select meeting times that work best for them. This intelligent scheduling algorithm only displays time slots when all invited team members are available, streamlining the appointment booking process and eliminating back-and-forth communications.
When to use
When scheduling meetings with external customers or partners
When coordinating appointments with multiple attendees
When you want to give customers flexibility in choosing meeting times
When you need to avoid scheduling conflicts
Before you start
You must have System Administrator, Event Manager, or Event Scheduler permissions to use the Ask Customer feature.
How to do it
Navigate to the Appointments section in your Cadence dashboard.
Click the "Add" button to create a new appointment or select an existing draft appointment.
Enter the appointment details including name, objectives, and topics.
Use descriptive appointment names that include the purpose or key attendees to make them easier to identify later.
Add attendees by typing names or email addresses in the "People" field.
You must add at least one customer before enabling the Ask Customer feature.
Toggle on the "Ask Customer" switch in the appointment form.
Select the response method:
"Single Date & Time Select" - First customer to select confirms for everyone
"Customers Submit Availabilities" - Allows customers to select multiple options
Choose the date range and time slots to offer to customers.
Ensure the date range includes enough available time slots for all invited team members.
Toggle on "Send Emails" to notify customers.
Review the email preview and customize the message if needed.
Click "Save" to create the appointment and send the Ask Customer invitations.
You can copy the Ask Customer link separately by clicking the appointment options and selecting "Copy Ask Customer Link" to share via other channels.
Monitor the appointment status in your Appointments dashboard.
When customers select times, you'll receive email notifications about their choices.
Troubleshooting
If customers report they cannot see the Ask Customer button or link:
Verify the appointment is not scheduled in the past
Check that the Ask Customer toggle is enabled
Ensure the customer's email address is correct
Try resending the Ask Customer invitation from the appointment details page