Help Desks: Be lazy and productive at the same time with Autofilled Forms

Organizations often set up help desk representatives to schedule meetings on behalf of their clients. If the help desk’s browser has autofill turned off, they will have to enter client information manually each time they book. What a drag!

With autofill turned on, your booking data will be stored and accessible. The next time that customer books with your organization, you’ll be presented with a dropdown list of options as soon as you start typing.

In this example, five previous bookings were made with email addresses where “test” was the opening word. I only need to type the letter “t” to be presented with all of my prior attendee email addresses.

Access and Turn on Autofill in Google Chrome

To access Chrome’s auto-fill setting, open the browser and type in this URL: chrome://settings/autofill

You will see the following screen. Simply toggle the feature on:

Turning on Autofill in Firefox, Safari, or Internet Explorer

These other browsers seem to have better documentation for their autofill features. We will provide links to each browser’s knowledge base article here to ensure that you get the most up-to-date information.

Firefox – Saving Web Form Entries

Safari – Change Autofill Preferences

Internet Explorer 11 – Fill out Web Forms


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.


Four Ways to STOP Google Calendar from Ruining Your Day


Like the concepts?

Read these articles for further instructions:

How to schedule time off with Google Calendar and Appointlet

How to create and share Google Calendars with your team


Image credit

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!


How Appointlet helped drive 100% More Sales

scheduling, ease, staff, reminders, rescheduling

Success! On September 10th, I launched an email campaign targeting employees of large public organizations.

In 17 days, I have booked 207 one-on-one appointments for just one of my partners who works in the life insurance and annuities industry. The average number of appointments scheduled in this field is about 1 per week. Our success means he is booked with an average of 5 per day for the next 2 months already.

He initially told me to launch the campaign and let people respond via email or a basic form on a website that let them choose any time or day. Within 2 days, scheduling was out of control just in terms of trying to retype their information into Google Calendar and then with people requesting the same day and times. Furthermore, we could see that if we had to send reminders or confirmations, there was no way that this would be cost effective since we’d have to hire 2 new staff, and we’d seriously damage our brand by screwing up communications.

The next day I connected Appointlet.

Now, only one person is needed to personally handle the small fraction of emails that need to be responded to. We spend less than 1% of our time scheduling, rescheduling, and sending reminders. We’ve blocked out specific times and days for specific appointments in different geographic areas and opened up phone appointments to minimize travel time.

We love the system and it impresses clients enhancing our brand. Appointlet appears to have saved us the equivalent of hiring 2 full time staff to handle the volume. It’s too early to tell the financial ROI of the entire project but we estimate that it will be in the magnitude of hundreds of thousands more net income because of the effectiveness and efficiency of the Appointlet system.


My estimate is that we will close 20 of the 207 appointments at an average of $1,000 per year or $20,000. I’d estimate that 50% of them we would have lost through slow response, mishandling info, appointment no-shows, or cancellations – IF we weren’t using Appointlet. The net increase in revenue for using Appointlet is around $10,000 + say, another $2,000 of staff time saved throughout the month. So we pay $45 per month and will earn/save about $12,000 more thanks to this simple scheduling tool.

What’s Next?

Right now our appointments are scheduled with 45 minute breaks in between. Our next test is to schedule them only 15 minutes apart by restricting them further to specific locations in an attempt to increase our ability to go from 5 per day average to 7 – 10 per day average. And, again, we will be encouraging people to sign up for evening and weekend telephone/webinar appointments in order to test how effectively we can sell over the phone.

P.S. Appointlet is much better in it’s overall functionality, flexibility, appearance to clients, and ease of use for our staff than the other online scheduling software we tried.


How Colibri Digital Marketing Uses Appointlet to Grow their Business

Are you looking for an online scheduling app? Appointlet is a great option to consider if you want a simple and effective solution and are tired of wading through all the options. I’ll admit, I’m biased. I’ve been using Appointlet for over two years and I am a huge fan. As a small business owner, I can’t afford to waste my time or my pennies; read on to discover the reasons for my fandom!

How Colibri Digital Marketing Uses Appointlet to Build Our Business

As a digital marketer, I use Appointlet to schedule complimentary digital strategy sessions for visitors who come to my website through social media marketing campaigns, organic search, email marketing, and review sites like Yelp. This strategy has helped me generate tens of thousands of dollars in yearly revenue. In fact, updating my website and adding Appointlet marked the beginning of profitability for my business.

I also provide my Appointlet link to businesses with whom I see partnership potential or anyone else who reaches out to me and wants to schedule an appointment. Using scheduling software saves time and emailing back and forth (which is great for me because I usually have to wade through upwards of 75 emails each day).

Why Colibri Digital Marketing Uses Appointlet

Here is why our business uses Appointlet. Appointlet:

  • Is easy to use.
  • Offers timely and friendly customer service when needed.
  • Integrates with other apps (like Mailchimp).
  • Improves my search engine optimization (SEO).

Most important, as I mentioned above, Appointlet is a revenue-driver.

Keep reading to get all the details of how Appointlet has helped me organize my business and increase my revenue.

Appointlet Is Easy to Use

My developer added Appointlet to my website for me, so I can’t speak to how easy it would be for the average website owner to go the DIY route with this, but I can say from personal experience that Appointlet is easy to use because it never breaks. During the two plus years I have had the app, including when I cloned my site and migrated it to a new URL, Appointlet has never broken or created any additional time sinks for me or my team. As a small business owner, I really appreciate that.

Appointlet Offers Timely and Friendly Customer Service

When I have had questions about how to make changes to the service, including when I wanted to track button clicks related to Appointlet, customer service staff responded to me quickly and stayed with me until I was able to figure out what to do. And, based on feedback I and other users gave them, Appointlet developers worked to make the event tracking process even easier.

Appointlet Integrates with Other Apps

Rated by Zapier (hands down the top API integration service) as one of the 16 best meeting scheduling apps, Appointlet plays nicely with other software. I was able to, without help from anyone, integrate Appointlet with Mailchimp. Now, whenever someone signs up for my complimentary digital marketing consultation, their email is automatically added to a specified segment of my subscriber list. I can then nurture these high quality leads over time, which will help me continue to grow my business.

Appointlet is Good for SEO

Because Appointlet in effect embeds into a website, it doesn’t take people off the site as they schedule their appointments. This feature provides an SEO boost because it keeps people on your website longer. Time on site is one part of Google’s algorithm, and every little bit of extra time helps!

The take home? With so many products to choose from, investing in software and apps that make your life as a small business owner easier can be a challenge. Make sure to choose apps that truly save time and hassle as you build the systems and processes you need to optimize your business. If you need a scheduling app, Appointlet is a great place to start.


We bring you…. Conferencing!

Welcome to the new blog!

In an effort to find ways to improve your Appointlet experience, we’re relaunching our blog!  You now have a great spot to come see what’s going on, what has recently come up, and any other cool news, stories, tips & tricks.

….  on to even cooler news: Read more »