Generate Reschedule Links from Appointments
SMBcrm now lets users generate and copy an appointment reschedule link directly from an existing appointment. The option is available across Meetings and Services, so teams can quickly share a rescheduling option when a customer needs a different time.
What changed
From an appointment, users can:
- Generate a reschedule link on demand
- View the generated link right away
- Copy the link to the clipboard
- Share it through the channel that works best for the customer
Customers can open the shared link and choose a new appointment time without needing to find an earlier email or notification.
How to generate a reschedule link
Open an appointment from Contacts, Conversations, Appointments, or Opportunities. Then:
- Open the appointment.
- Select the Appointment Actions icon.
- Choose Generate Reschedule Link.
- After the link is generated, select Copy Link.
- Share the link with the customer.
The customer can use the link to open the rescheduling flow and choose a new time for the appointment.
Appointment permissions still apply
Existing appointment permissions continue to apply. Users who do not have the required appointment management permissions cannot generate a reschedule link and will see the existing disabled state and permission guidance.
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