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.
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.