Kevin Lyles Asked:

“Is there a calendar scheduling link I can send out to prospective clients, or do I have to create a landing page with my calendar form?”

The Answer:

You can do either! Agent CRM gives you the flexibility to send a direct calendar link or create a custom funnel with your calendar form embedded. Both options have their benefits depending on your goals and desired user experience.

Option 1: Share a Direct Calendar Link

When to Use This Option

  • Quick Access: Ideal for one-on-one communication, such as emails or texts.
  • Simple Scheduling: Perfect when you want to minimize steps for the client.

How to Get Your Calendar Link

  1. Go to Settings >> Calendars in Agent CRM.
  2. Select your calendar and copy the direct link.
  3. Share the link via email, SMS, or any platform where you engage with prospective clients.

Option 2: Create a Custom Calendar Funnel

When to Use This Option

  • Enhanced User Experience: Funnels allow you to add personalized messaging, images, and videos to engage prospects.
  • Additional Options: Combine scheduling with lead capture, testimonials, or additional calls to action.

How to Set Up a Calendar Funnel

  1. Go to Sites >> Funnels in Agent CRM.
  2. Use the Calendar Funnel Template included in your account snapshots.
    • If you don’t have this template, request it for free at Click and Play.
  3. Customize the funnel to include:
    • A headline and welcome message.
    • The calendar form for scheduling.
    • Optional testimonials or FAQs to build trust.
  4. Publish and share the funnel link with prospective clients.

Benefits of Each Approach

Direct Calendar Link Custom Calendar Funnel
Quick and straightforward. Fully customizable and branded.
Minimal setup required. Ideal for targeted campaigns.
Best for personal or repeat clients. Great for first-time leads.

Learn More

Explore these resources to optimize your scheduling process:


Calendar, Software

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