Operation 1
Book a visit
Schedule from the customer record.
- 1
Open the contact or lead.
- 2
Choose New booking.
- 3
Pick the time and who is attending.
- 4
Save. The visit sits on the record and the calendar.
Operation 2
Connect Google or Microsoft 365
Keep Foxtra in sync with the calendar you already use.
- 1
Open Calendar settings.
- 2
Connect Google Business Workspace or Microsoft 365.
- 3
Allow calendar access.
- 4
New bookings can now read the same availability.
Operation 3
Send Meet or Teams invites
Create the meeting link from the CRM.
- 1
Open the booking or meeting.
- 2
Choose Google Meet or Microsoft Teams.
- 3
Send the invitation from the same record.
- 4
The invite and time stay on the customer.