1
Plan
Create a task or appointment from the relevant customer.
Plan work around the customer
Turn customer activity into clear team actions
Assign tasks, manage appointments and let customers select suitable time slots through branded public booking pages.
One company administrator login is free. Paid users and optional add-ons are billed monthly.
Metisseo workspace
Tasks and Appointments
- Company-specific permissions
- Responsive on desktop, tablet and mobile
- Connected customer history
What it includes
Features connected to the same CRM record
- Task calendar and AJAX list
- Priorities, types, assignees and due dates
- Upcoming and overdue views
- Company and contact-linked appointment history
- Branded public booking URLs
- Live availability, notice periods and buffers
How it fits together
A clear workflow from record to outcome
2
Assign
Choose the responsible user and due time.
3
Confirm
Send the customer the correct booking or appointment information.
4
Follow up
Keep completion, outcome and next steps in the CRM history.
Questions
Frequently asked questions
Can customers book online?
Yes. Public booking links can show available slots based on configured availability.
Can appointments be linked to contacts?
Yes. Appointments can be connected to the company, contact person and assigned user.
Can task access be restricted?
Yes. Permissions and assigned scope determine which tasks a user can access.
Start with the core CRM
Create your free Metisseo company account
Set up one free company administrator, then add users and optional services only when they are needed.