Customer success
Read as MarkdownFAQs
What's the easiest way to let customers book time with me?
Set up your preferences once, with your working hours, conferencing and buffers. Then add your public link to your email signature or support replies. Anyone who clicks it books straight into your real availability.
Link to this questionCan I brand the booking page?
Yes. Your Organizational Unit’s branding sets the colors, font and logo customers see when they book.
Link to this questionKeep track of check-ins with tags #
Keeping track of every customer conversation is hard. Tags let you label each request with what it’s for and who it’s with, so you can find and follow up on the ones that matter. The more context you add, the more ways you can filter and analyze your schedule later.
Tags for the type of meeting might be:
OnboardingCheck-inRenewalUpsellProduct support
And tags about the customer:
New customerHigh valueChurn risk
You can add your own too, such as a tag for each plan (Plan - Startup) or product line.
For example, when scheduling a check-in with a high-value customer at risk of churning, tag the request Check-in, High value and Churn risk.
Then, once a week, filter the requests dashboard for Churn risk requests that are still Pending, to see which customers haven’t picked a time yet and follow up. Or filter for High value to see every meeting with those customers. See reporting for more.