Follow

Setting up your AppointmentCore User Account - Setting up your User Extensions (“My Extensions”)

Video: 

Description: 

Setting up your User Extensions (“My Extensions”)

To set up your User Extensions like GoToMeeting, Infusionsoft, or Google Calendar, click on “Account Settings and Extensions,” and choose the “My Extensions” tab to the left.

 

If you use Infusionsoft, connect your Infusionsoft account to AppointmentCore by entering the email address and password you use to log into Infusionsoft. If you’d like to be able to log into AppointmentCore using your Infusionsoft details, so you only need to remember one, check the box before clicking “Connect.” Then, be sure to select “Login using my Infusionsoft ID and credentials” from the dropdown menu with signing onto AppointmentCore.

 

If you use GoToMeeting to schedule video conferences with prospects or team members, you can link your GoToMeeting account with AppointmentCore under My Extensions. If you have your own GoToMeeting account, connect using your account email and password, or if you share a company GoToMeeting account, simply select “Use Company Account.” Note that your Admin needs to connect the company GoToMeeting account for this option to work.

 

If you use Google Calendar as your main calendar when viewing your schedule, you can link your Google Calendar so that AppointmentCore can use your actual, real-time availability and have your booked appointments show up on your individual Google Calendar. Under My Extensions,” click on “Click Here” to authoize in Google. You will then need to log into the Google account that you use to view your Google Calendar, then click “Accept” to authorize. Once you’ve connected your individual Google Calendar to AppointmentCore, you can then choose which Calendar you would like your events to be created in, and select which of your Google Calendars will affect your availability to take appointments (for example, both your personal and private calendars).



 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk