You can send CRM forms to your customers while chatting with them. For example, if you run a music studio, you can simplify the lesson booking process by creating a CRM form with a Book a Resource field.

Sales Center: Getting started
Resource booking: Set up a CRM form

1. Go to CRM > Sales > Sales management > Sales center.
2. Click Service booking via chat.
3. Select Create a page.
4. Choose the CRM form with the resource booking option. Bitrix24 will create a new chat-enabled sales page and automatically add the selected form.

To share this page link with a client in the Open Channel chat,

1. Click the Start selling button in the chat.
2. Expand the CRM forms section.
3. Select the new page.
4. Click Send.

Your clients can then choose their preferred date, time, and service, and submit the form. Once submitted, a new lead or deal is automatically created.