Riva CRM Integration - Documentation and Knowledge Base
Sub Categories

Riva Bookings
Riva Bookings - Cloud Admin Guide
Getting Started At this point, you should have been in contact with a Riva Success member to purchase a subscription of Riva Bookings for your organization. Log into Riva Cloud. Ensure you have a valid email connection in...
Riva Bookings User Guide
With Riva Bookings, you can now reduce email scheduling back and forth by up to 85%! Contents: Signing into Riva Bookings Settings Creating an availability link Using your availability links Signature Link Single Use Link ...
Riva Insight - Bookings Integration
Riva Insight allows users to interact with Riva Bookings directly from Riva Insight to increase productivity and user experience. This feature is supported on: Riva Insight Server 2022.2 or later and with any of the following...
Riva Bookings Admin Guide
Prerequisite to get started A Riva member will walk you through the configuration process to start using the Riva Bookings. Please ensure you meet the following prerequisites prior to configuration. 1. Enabled Auto-discover EWS URL...
Riva Insight - Enabling Riva Bookings in Insight
Riva Insight - Enabling Riva Bookings To use the Riva Bookings directly from Insight for a better user experience, we must enable the Bookings feature on Riva Insight. Riva member will walk you through this process as well. Once a...