Roger Bickley Asked:

“Is there a direct link to the Calendar?”

The Answer:

Yes, Agent CRM provides a direct link to your calendar, which you can easily copy and share. However, we highly recommend using the Calendar Funnel for a more professional and engaging user experience. Here’s how you can access both options.


Option 1: Accessing the Direct Calendar Link

  1. Navigate to Calendars:
    • Go to Settings >> Calendars in Agent CRM.
  2. Find Your Calendar:
    • You’ll see a list of your calendars.
  3. Copy the Direct Link:
    • Locate the Calendar ID for the desired calendar.
    • Right-click on the Calendar ID and select Copy Link Address or similar, depending on your browser.
  4. Share the Link:
    • Paste the copied link into an email, text message, or any communication platform to share with clients.

Option 2: Using the Calendar Funnel

The Calendar Funnel offers a more polished and customizable way to manage appointments. It’s included in all of Agent CRM’s Click & Play options and provides additional features to enhance the user experience.

Benefits of the Calendar Funnel:

  • Includes personalized branding, messaging, and visuals.
  • Allows you to guide users through additional steps, such as answering pre-appointment questions.
  • Creates a seamless and engaging booking process.

How to Request the Calendar Funnel:

  • Visit Click & Play Funnels to request the free Calendar Funnel.
  • Once added, you can customize the funnel to fit your branding and preferences.

Pro Tips for Using Your Calendar in Agent CRM

  • Customize Your Booking Page: Whether using the direct link or Calendar Funnel, ensure your availability, messaging, and branding align with your goals.
  • Integrate with Campaigns: Automate appointment confirmations and reminders through Agent CRM’s workflows.
  • Test the Link: Before sharing, test the direct link or Calendar Funnel to ensure it works as expected.

Learn More

Explore these resources to make the most of your Agent CRM calendar:

Be sure to check out more resources on our Youtube Channel: