We work with contractors administering a service and are looking for a solution to manage their bookings/availability.
In short we need
1) Contractors set their own calendar to available/not available by day (or half day)
2) Clients view the diary of the contractor in read only format imbedded into a profile on our website
3) Internally administrators book the appointments and also have the ability to update availability on the contractors behalf
We currently hold the clients and contractor contact records in HubSpot, so are looking at potentially an add in to manage this process, but nothing seems quite right.
Any advice would be appreciated!
Hey @KLangridge1, happy Friday!
To manage contractor bookings and availability with HubSpot, I recommend looking into a booking integration that can sync with HubSpot, something that allows contractors to set their availability, provide a read-only view for clients, and give admins the ability to book and update appointments on contractors’ behalf.
To our top experts, @Lucila-Andimol and @MadisonMoniz do you have any other recommendations for @KLangridge1 matter?
Thank you,
Pam
Hi @KLangridge1
I’ve seen some clients solve this with an app called Reclaim AI (from Dropbox)
then you get to share calendars and view availability.
This is not in HubSpot but in gmail/outlook
but you can sync other calendars into a calendar connected ot HubSpot.
You can try it out.
hope this helps