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← Qivaro CRMONE PERSONAL LINK · CONNECTED CUSTOMER RECORDS

A meeting or a question.
One link to get started.

Give customers a simple way to reach you from your email signature or website. Each approved Qivaro user has a unique public link for information requests and, once enabled, meeting bookings.

01

Make the next step easy for the customer.

  1. Set up your availability

    Open Bookings & enquiries in Qivaro. Review your public name, time zone, working hours, meeting length, notice, buffer and joining instructions. Enable meeting bookings when ready.

  2. Share your personal link

    Add the link to your email signature with wording such as “Book a meeting or ask me a question.” Visitors do not need a Qivaro account.

  3. Let the customer choose

    Visitors can request information or choose an available meeting time. Available bookings are confirmed immediately on screen.

  4. Continue inside your CRM

    The enquiry creates customer/contact records, a timeline entry and an owned follow-up. A booking also creates a scheduled meeting in the host’s private CRM.

02

Availability is managed inside Qivaro.

Working hours, blocked times, existing Qivaro bookings, notice and buffers determine the offered slots. Visitors see times in their own time zone. A confirmed reservation prevents another customer booking the same host’s overlapping slot.

Qivaro does not check Google Calendar, Outlook or other external calendars for conflicts. Keep your Qivaro blocked times up to date.

03

Clear confirmation and a useful handoff.

On-screen confirmation

The customer receives a confirmation screen, calendar download and private cancellation link.

Your meeting instructions

Enter the meeting location, reusable meeting link or joining instructions. Qivaro does not generate Zoom or Google Meet links.

Private customer records

Information and meetings belong to the host’s account, with related follow-up work available in My Day.

Recorded follow-through

Mark an enquiry handled and keep the customer history connected as you continue the conversation.

Booking confirmation emails are not currently sent. If a host cancels a meeting, the host should notify the customer directly.

04

Give every new conversation a place to continue.

A public enquiry is the start of the relationship. Review the customer record, capture the requirements, create an opportunity where appropriate and give the next step a date.

See the connected CRM workflow →
PRACTICAL QUESTIONS

What to know before you start.

Does the customer need an account?

No. Customers can use your public booking and enquiry page without a Qivaro account.

Are bookings immediately available for a new user?

Information requests are available through the personal link. Meeting bookings start disabled until the user reviews availability and explicitly enables them.

Do bookings check my external calendar?

No. Availability uses hours, blocks and reservations managed inside Qivaro.

Will customers receive a confirmation email?

No booking email is currently sent. Customers receive on-screen confirmation, a calendar download and a private cancellation link.

Keep exploring Qivaro

CRM overview Construction CRM Customization included Quotes and follow-ups Product demo
LET’S TALK ABOUT YOUR WORKFLOW

Ask about booking links for your business.

Request information or a demo

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