QuoteMachine by Lightspeed

How to add an event to a calendar from any document in QuoteMachine

Adding an event to a calendar

How to link calendar events to groups in your pricing tables

Link a calendar event to a group in the pricing table

How to create a calendar for scheduling pages and events

Setting up a calendar in QuoteMachine

How to pool availability from all your team members into one scheduling page

Creating a "round robin" scheduling page

How to create scheduling pages and send them to your customers

Creating Scheduling Pages in QuoteMachine

How QuoteMachine's scheduling page feature can help you manage your business

Introducing Scheduling Pages

Learn how to configure your scheduling pages to be available from quotes, invoices and orders

How to send a scheduling page from a quote, invoice or order

Comment créer un calendrier pour les pages de planification et les événements

Configurer un calendrier dans QuoteMachine

QuoteMachine Sales Team

Rita Z

Calendar and Scheduling features

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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