Linked to Sansan Meishi Maker , Sansan, and Eight's online business card functionality, online business card exchange is possible at the same time as schedule adjustments.
Prerequisites
- Sansan Meishi Maker, Sansan or Eight account
- TimeRex account(Free or Paid)
How to link your Sansan Meishi Maker, Sansan, and Eight with TimeRex.
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Log in to TimeRex with your regular Google or Microsoft account.
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Go to "Account Settings"
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Click "Online Business Card Exchange" in the "Integrations" menu to access the Online Business Card Exchange integration page.
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Click on the "Connect" button.
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Enter the URL of the online business card registration form.
Please see below for instructions on how to obtain the URL of an online business card.
How to use the Online Business Card Exchange function.
When the link with the online business card exchange function is completed, you will be able to check the checkbox for Online Business Card Exchange on the Create and Edit Schedule Calendar page.
Once the checkbox is checked, the Online Business Card Exchange button will appear on the schedule adjustment completion page.
The online business card exchange button is also displayed in the notification email sent to the guest.
When the guest clicks on the button on the schedule adjustment completion page/notification email, the online business card exchange takes place.
How to disconnect your Sansan Meishi Maker, Sansan, and Eight from TimeRex.
If you wish to remove the link between TimeRex and Sansan Meishi Maker, Sansan and Eight, you can do so by clicking the "Disconnect" button on the Online Business Card Exchange Linkage page.