Riva Insight allows users to interact with Riva Bookings directly from Riva Insight to increase productivity and user experience.
This feature is supported on:
and with any of the following Insight clients:
Accessing Bookings from Riva Insight
If you are a new user...
If you are a new user and currently don't have any availability links created, this is the modal you will see.
First step as a new user is to log in to the web portal and set the settings and your availability as you see fit and create your first availability link to send to others. By clicking on "Create your first availability link", a new browser window will pop up and you will be automatically logged in to your account. Don't forget to reload Insight to see your availability link show up in Insight!
Note: At this point, an account has already been created for you by your organization!
For Returning Users
If you have at least one link created, you can now directly access them from Riva Insight without needing to copy your link manually from the browser.
Inserting Pre-Defined Availability Times with Smart Suggested Times (available from Insight Windows Add-in 2022.4)
If you would like to add/edit availability links or change settings, you can log in to your web portal via the "Manage" button, which will open a browser and automatically log you in,
Article ID: 2272
Last updated: 12 Jul, 2023