Read FAQ
NEW
Bitrix24 Support
Registration and Authentication
How to start
My Profile
Feed
Chats and Calls
Calendar
Bitrix24.Docs
Bitrix24.Drive
Bitrix24.Mail
Workgroups
Tasks and Projects
CRM
CoPilot - AI in Bitrix24
Contact Center
Sales Center
CRM Analytics (beta)
BI Builder
Sales Intelligence
Inventory Management
Marketing
Sites
Online Store (beta)
CRM + Online Store
CRM Store (beta)
Bitrix24.Sign
Company
Knowledge base (beta)
Automation
Workflows
Telephony
Market
Subscription
Settings
Enterprise
Mobile App
Desktop App
General questions
Bitrix24 On-Premise

Bitrix24Care

Service booking via chat

Using the Sales Center, you can send a CRM form to your clients while chatting with them.

Don't forget to configure the Sales Center first. Read more in the article - Sales Center: Getting started.

For example, you have a music studio and your clients often contact you via Facebook to schedule a lesson. To make the booking process easy, create a CRM form with Book a Resource field.

Read more in the article - Resource booking in CRM forms.

In the Sales Center, click Service booking via chat, create a new page and select the CRM form that has a resource booking option.

Bitrix24 creates a new chat enabled sales page and automatically adds the selected CRM form there.

Now we are ready to send a link to this page to clients. Click the Start selling button in the open channel chat.

Then select the new page in the CRM forms section.

Your clients can pick a date, time and service they prefer and submit the form.

After the client completes the form, a new lead or deal is created automatically.

Recommended articles:

Was this information helpful?
Integration specialist assistance
That's not what I'm looking for
Complicated and incomprehensible text
The information is outdated
It's too short. I need more information
I don't like the way this tool works
Go to Bitrix24
Don't have an account? Create for free