The time zone setting is often overlooked but is an important setting. Based on your time zone, it is used to let CRM know when to schedule appointments or even emails/SMS. If it is set at the wrong time zone, your appointments may be scheduled at the wrong time and messages may not be sent. Take a moment to quickly ensure that the time zone is set to the right time zone. Here are the steps to update your settings:
Time Zone Setting
Simply navigate to My Profile under your name (upper right corner). From there, you can access the other information but this is where you can update your time zone settings. Enter your chosen time zone. Confirm these changes by clicking “Save Changes” tab and you’re good to go.
If you have any questions, email us at support@fieldnotes.ai.