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
- Navigate to Calendars:
- Go to Settings >> Calendars in Agent CRM.
- Find Your Calendar:
- You’ll see a list of your calendars.
- 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.
- 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:
