Our basic integration offers several easy ways to integrate your data with our services. These are all included with or standard package or above. The express accounts will only allow you the web-interface option.
Easily add customers and schedule appointments directly through our easy to use web interface. Everything is accessible online and there is no software to install or maintain.
Check out this quick tutorial to see how easy it is to use!
Link your Google Calendar:
You can easily link your Google Calendar and schedule your appointments directly through it. Once you set up the linking, everything is done through your Google Calendar. There are a couple different ways to do it.
Option 1 – If your customer is already in the customer list, you can simply add their name in the appointment title and it will send out your reminder.
Option 2- You can simply add a “TAG” in the title or description of the appointment. Tags look something like this <text Joe Smith 3031234567>.
That’s all there is to it!
Check out our tutorial on scheduling reminders through a linked Google Calendar here!
One of the simplest ways of integrating is to upload files. You can upload excel or csv files with just some basic information.
These files are just simple files that contain one row for each reminder. The only info we need is name, phone number, and appointment date/time. There are additional fields that you can send if you want such as reminder type, preferred language, and custom data to include in your reminders.
These files are very simple to create and upload and you can be up and running within just an hour or two!
Take a quick peek at our tutorial on Uploading Files