Appointments – Add Appointments Though the Website
Adding Appointments Through the Website Interface. Before you can send out appointment reminders, you need to sync or add your appointments to our site: There are several ways to do this. We will cover #1 in this posting. You can add appointments through the website interface. They can be uploaded to our site through import…
Read MoreCalendars – Event View
How to Read The Event View for your Linked Calendar When you click on the calendar icon from your list of linked calendars, you will be taken to the Event View for that calendar. In Event View, you can see all of the events that we could read from your calendar. Items in Blue are events…
Read MoreCalendars – Linking a Calendar to Our Site
aka “How to Link a (Google) Calendar to Our Site” This topic will provide info on linking a calendar to our website. Before you link it to our site, you need to share it with us. For info on sharing a Google Calendar Click Here Currently we only support Google Calendar but you can also link…
Read MoreCalendars – Scheduling Appointments and Adding Customers
How to Schedule Appointments and Add Customers through Your Linked Google Calendars Learn how to schedule appointments through your Linked Google Calendars and have reminders go out automatically. You can also click on the link below for a Video Tutorial on the subject. Tutorial 4 : Scheduling Reminders Though Linked Google Calendars Once you…
Read MoreCalendars – Sharing a Google Calendar
Follow these steps for sharing a Google Calendar with us. Sharing a Google Calendar is the first step to using your calendar to send appointment reminders. Its easy and should only take a few minutes. *Please note – Google updated their interface in early 2018 and the calendar sharing is now available under “Settings and…
Read MoreCaller IDs – Creating, Validating, and Using
Set Up Caller IDs So Your Calls Originate From Your Office Number You will be able to associate your Caller ID with your phone call and email appointment reminders. For phone call reminders, your call will originate from the Caller ID that you have associated with your reminder type. For email type reminders, your caller…
Read MoreCompany – Customization
Company Customization: Customize your company by adding your Time Zone, Logo, Colors, Web URL etc… To get to the Company Customization page, ensure that you are logged into your account. Then find either the “MY COMPANY” box in the upper right hand corner or the “Account Navigation” link. Click on either of these to show…
Read MoreContact Lists – Exporting from Google or Outlook
Export your Contact List From Google or Outlook to Import Into Your Account This topic will show you how to export your contact list from Google or Outlook. However, keep in mind that you can alternatively use Calendar Tags to add customers on the fly. How to export your Contact List from Google You can…
Read MoreContact Lists – Upload your contact list through the Website
Once you have created your contact list, you can upload it to the website Before you can upload your contact list, you need to create or export one. Your contact list will be a .csv file that contains your customer information. You can export a list from Google or Outlook, or create your own list…
Read MoreCustomers – Add Customers through the Website
Learn how to add customers using the website Customers can be added several ways. In this topic we will show you how to add customers through the website interface. 1. You can add customers through the website interface. 2. They can be uploaded to our site through import files. 3. They can be added on-the-fly through…
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