It’s a party: Invite unlimited admin users for FREE!

It’s a new year – what better way to celebrate it than with your friends and coworkers? With Appointlet’s Team Access feature, account owners can invite an unlimited number of users for free. Woohoo!

Once you’ve invited users to your account, they will be able to log in to the dashboard. With the modify settings property, you can control their access to organization settings. By turning booking emails on, the user will receive all booking confirmation emails that come through the organization.

Advantages to Inviting Admin Users

  1. Access the bookings dashboard to find out who has been booked across the organization. Option to confirm, decline, and cancel bookings.
  2. Harness Appointlet’s CSV data export feature to generate usage reports for business development.
  3. Help other team members create, configure, or clean up their profiles.
  4. Manage the services dashboard and make updates as needed.
  5. Access the share feature and generate custom booking page links.

Make sure you prepare!

A party is all fun and games until someone gets hurt. If you’re going to invite people to your organization, be sure they are trained on how to use it. Like a drunk person knocking things over at your party, admin users have the ability to edit and delete content. Prevent that from happening by walking them through the software ahead of time!

If you want to train up your new admin users but don’t have time to do it yourself, consider sending them to this Appointlet Quick Start video tutorial series. It will cover all the basics and familiarize them with how to perform all the core actions in the app.

Already have an account and ready to invite your new users? Here’s a knowledge based article covering the Team Access modal and how to use it.

 

Google Calendar Essentials: Separate work & personal schedules

This article is intended for Appointlet users with a Google Calendar integration. 

Do you have a Google Calendar connected to your Appointlet account? If so, you may be wondering how to separate your work schedule from other events on your calendar. While there is more than one way to do it, the best technique is to separate your work schedule from your personal schedule.

This quick video demonstrates the step by step process of creating work and personal sub-calendars in Google. As you can see in the following screenshot, you can select the schedules you want to view and the corresponding events will show up. If you uncheck one of the boxes, those events will disappear:

Back in Appointlet, these schedules show up on your member profile’s Calendar section. Your setup might look something like the following:

As you can see, the Bookings Calendar is set to Work Schedule, meaning that all of the member’s bookings will go into that sub-calendar (in Google). Additionally, the Availability Calendars are set to check for Work Schedule, but not Personal Schedule, ensuring that only Work events block your availability in Appointlet.

 

Seven great places to share your booking link

We’ve all heard the expression “Seek and ye shall find”. When it comes to getting more bookings, you need to seek out and engage your audience across as many platforms as possible. This ensures that client prospects can easily access your services. If you are only sharing your booking link in one or two places, a percentage of the people looking for solutions will never find you. Let’s take a look at how to fix that!

The Seven Best Places to Share a Booking Link

  • Your Organization’s Website
  • Client Email Correspondences and Campaigns
  • Social Media Channels
  • Customer Support Auto Messages
  • Embedding Links in a Video
  • Digital Advertisements
  • Television, Radio and Print

Sharing to a Website

If your organization has a website, there are many ways to funnel visitors towards the booking page. Here are just a few ideas:

  • Create a Book Now CTA button and place it on your landing page so that it’s immediately accessible.
  • Generate custom book now buttons that link directly to a member and/or meeting type. Place them on pages where your audience will be looking for those services specifically.
  • Blog articles are a common destination for organic traffic, due to the concentrated use of SEO keywords. Take advantage of this by ending each article with a CTA.
  • After Form Submission: If you have a form on your website where you gather information on leads, you can set up a redirect to your booking page to load on submit and pass that form data to the booking page. This technique, called form prepopulation, saves your client the hassle of entering their data twice.

Email Campaigns and Correspondences

Websites are a good initial point of contact. People seek you out through a search engine, but once they’ve made contact with one a representative, it’s important to have a strategy for sharing your booking url via email. For instructions, please see this article from our knowledge base.

  • Don’t use email signatures. Several email clients, including Gmail, will exclude signatures by default. If you are sharing your booking url in a signature, take it out and put it in the email body.
  • Position the booking link somewhere in the main body of the email.
  • Advanced: If you are using a CRM to manage your email campaigns, consider using variables to prepopulate the customer’s data.

Leveraging Your Social Media Channels

Setting up and maintaining accounts on Facebook, Twitter, Instagram and LinkedIn will significantly improve your visibility. While you’re using them, you may as well drop a link to your booking page URL for easy access.

  • Facebook specifically provides a call to action button for business. Read this help article from our knowledge base for more information on how to set it up.
  • Instagram and Twitter’s profile description areas permit hyperlinks.
  • LinkedIn provides a blog feature where you can write content and share hyperlinked images (i.e. book now buttons).

Customer Support Auto Messages

If your organization is using help desk software to handle customer communications, you likely have automated message set up to handle incoming support requests. Some of the best services include Intercom, Zendesk, and Freshdesk. Here are a few places where bookings links might be appropriate:

  • Out of office: Don’t miss out on leads who come to you when you’re out of office. Reduce friction by giving them a booking link automatically when they contact you after hours.
  • Offer a suggestion while they wait: If a customer contacts you during a period of high traffic, some help desks will provide AI bots to detect keywords and provide solutions proactively. If they are in a rush and don’t want to wait the 5-45 minutes that it might take to get a response, giving prospects a clickable link can speed up the process.
  • Use A/B testing on buttons and links: Depending on the psychology of your clientele, people may have a bias towards links or buttons. Use A/B testing to determine what works best when sharing your link. You can typically add buttons to in-app and email auto messages.

Embedding Links in a Video

Have you heard the expression Content is King? One of the most powerful ways to promote a brand is through viral video content. Consequently, sharing clickable links within a video has emerged as a popular alternative medium for sharing content.

  • Youtube’s Partner Program provides channel administrators the option of linking to websites using card-overlays. For detailed instructions, see this help document from Youtube’s knowledge base.
  • Business Video Hosting services have been used by Appointlet customers to add clickable links and gain additional video analytics that Youtube does not provide. SproutVideo is one solution that our users have used successfully.

Digital Advertising

The scope of digital advertising is immense. If you are just getting started with marketing your brand online, here are a few critical resources to consider for advertising your website and booking page.

Television, Radio and Print

If your organization’s booking page is easy to remember, you can use traditional marketing channels to promote the page. The downside here is that your audience cannot click on something and get instant gratification. They will have to manually type the url into their browser. It may be a better idea to provide your home page rather, and use the CTA button technique outlined previously to drive traffic to your booking page.

So, what’s the best fit for YOU?

Now that you are aware of the best ways to share a booking page, it’s time to figure out what will work best for your organization. If you are currently using only one or two of these techniques, can you identify a few more methods of sharing that will improve your conversion rate?

 

Introducing your new Bookings Dashboard!

Appointlet has always made it easy to view your bookings in your calendar, but what if you just want an easy place to go to view and manage all of your bookings?

Today we’re thrilled to announce your brand new dashboard which will let you view, filter, export and manage all of your bookings all from one convenient location.

What can you do from the bookings dashboard?

  • View & manage all past and upcoming bookings
  • Filter by date, member, service and status
  • Generate reports by exporting your bookings in CSV
  • Jump into your web conference meeting rooms

Check it out and let us know what you think!

Thank you!

Thank you to everyone for using and loving Appointlet.  Stay tuned for more updates and see you soon!