Setting up your AppointmentCore Admin account
Hi there, thanks for using AppointmentCore for your automated scheduling. This video will show you how to set up your AppointmentCore Admin account for you and your team. The Admin is able to add and remove users, set up the Extensions that will be used by your team, and manage the rest of your Users’ Booking Links. By the default, the Admin is the User that first registered your AppointmentCore account. Once you set up your additional Users, you are able to make more than one User an Admin on your account so that Admins can share responsibilities if necessary.
Setting up Admin Extensions
First, let’s set up your team’s Extensions so you can connect your accounts from Infusionsoft, Google Calendar, GoToMeeting, and more. Once you’re logged in, click on “Account Settings and Extensions” and then click on the “Extensions” tab. The number of Extensions that you’ll need to sync with AppointmentCore will depend on how you plan to schedule and conduct your meetings.
Our GoToMeeting integration allows you and your team to instantly schedule video conference calls, meetings, consultations, and more. When a customer schedules with you, AppointmentCore will send your customer a confirmation email including the GoToMeeting instructions. The GoToMeeting instructions will also be included in your calendar event’s details.
To connect GoToMeeting, click on Account Settings & Extensions, then click on the “Extensions” tab on the left. Selecting “On” will allow all other users to connect to their individual GoToMeeting Accounts. If you would like your team to be able to use the same, shared company GoToMeeting account, click on the Authorize link and you will be redirected to the GoToMeeting login page to connect.
Note that because a shared company account can only host (1) one GoToMeeting at a time, your team will not be able to have two GoToMeetings running at the same time. To prevent this, each of your Users should have their own individual GoToMeeting account login.
Infusionsoft is a powerful CRM solution for small business. When someone schedules with you, AppointmentCore’s integration allows you to create contact records, manage your appointments, apply tags to trigger automated emails and more. To sync your Infusionsoft app with AppointmentCore, go to your Account Settings & Extensions, then click on the “Extensions” tab on the left. Next to the Infusionsoft logo, click “Settings” to enter your Infusionsoft app name. This is either a name or a 5-digit letter/number combination located in your Infusionsoft account settings. Your Infusionsoft app will now be connected, and your individual team members can log into Infusionsoft with the email and password they use to log into Infusionsoft. If your team shares the same Infusionsoft ID, each User will need to individually link their AppointmentCore accounts with Infusionsoft with the same Infusionsoft ID and password.
As an AppointmentCore user, you and your team can either have your events show up on your Google Calendar , or your Infusionsoft Calendar . Your team members can also choose to have their individual Google Calendars affect their availability (for example, both a work calendar and a personal calendar). Under “Account Settings and Extensions, click on the Extensions tab and turn the switch beside Google Calendar to “on”. You and your team members can then connect your individual Google Calendars under the “My Extensions” tab.
Text Message Reminders
With AppointmentCore Text Message Reminders, you can send automated text messages to your customers or prospects to remind them of their upcoming appointment. Just tell AppointmentCore when to send a text message to your customers when setting up your Booking Link, and AppointmentCore will do the rest. Text messaging costs only $0.05 per text, and is added to your monthly bill. To enable this feature for you and your team, go to “Account Settings and Extensions” and enable Text Messaging under the Extensions tab.
Stripe Online Payments
Stripe is an online payment solution that allows you and your team to easily charge for an appointment or booking directly after your customers select a time slot that works for them. Payments are then transferred directly to your bank account. We offer this integration FREE for our customers, and Stripe charges only 2.9% + $0.30 per transaction. To enable Stripe for you and your team, click on My Account Settings & Extensions, and under the Extensions tab on the left, enable payments and connect your Stripe account using your business’s Stripe email login and password. You and your team will now be able to charge for their appointments.
Setting up your Company Settings
As an admin, you can set up your Company Settings under Account Settings & Extensions. Here, you can enter your company details, include your company Logo for Booking Links and Emails, and customize the Header, Footer, and Confirmation Message of your company-wide Booking Links. You can also choose to re-direct your customers back to your website or invoice page after booking with you through AppointmentCore
Setting up your Users
Now, let’s add the other team members that will be Users in your AppointmentCore account. To do this, log in and click on Account Settings and Extensions. Under the Users tab to the left, you will see all users on your AppointmentCore account. You can add Users to your account in two ways: First, by clicking “Add User” and inputting their login details, or by clicking on “Copy Users from Infusionsoft,” which will allow you to select Users from the list of team members linked to your Infusionsoft App. The maximum number of Users you can create depends on your subscription level; if you require additional Users, just send us an email at firstname.lastname@example.org and we can upgrade your account. As an Admin, you can edit individual User login information such as email addresses and passwords, or make a particular User an additional Admin on the account. You can also delete a particular user HERE. When you add a new User, they will receive an email with their login details and instructions on how to setup their account.