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(Beta Feature) New! AppointmentCore Plugin for Infusionsoft

(Beta Feature) New! AppointmentCore Plugin for Infusionsoft

With our new browser plugin for Infusionsoft (available for Google Chrome and Mozilla Firefox), you can book an AppointmentCore appointment directly from a contact record in Infusionsoft. Just click on the Add AppointmentCore Appointment button, and choose a time! This feature is great for internal scheduling, and you never have to leave your Infusionsoft application!

Installation Instructions:

For Google Chrome: 

Click on the Get for Chrome button, and click "OK" on the popup notification from Google:

Click and drag the downloaded file onto your desktop, so that the plugin file is viewable as an icon on your desktop.

Next, go your Google Chrome Preferences menu:

At the Preferences menu, click on Extensions on the left-hand menu. Once you are at the Extensions menu, click and drag the Chrome Plugin icon from your desktop onto the Extensions menu to download and install. Here is a brief video demonstrating the installation:

Click here to view Google Chrome install video.

Under Extensions, you will see the plugin AppointmentCore for Infusionsoft:

Once this is complete, you're all set. Now, when you log into your Infusionsoft account and view a contact record, you will see the Add AppointmentCore Appointment button in green under the Tasks & Appointments section of the contact record:

Click on the button and select an available time for your appointment with this contact. The appointment will be instantly scheduled, and will automatically appear on your calendar. Your contact will also receive any automated email campaigns or reminders that you have set up for this Booking Link.

For Firefox:

Click on the Get for Firefox button. You will be asked to allow the install: 

Click Install to add the AppointmentCore plugin for Infusionsoft:

After installation, click on the right-hand section of your Firefox browser and click on Add-Ons:

You will see the add-on installed in your browser with the AppointmentCore logo to confirm installation:

Once this is complete, you're all set. Now, when you log into your Infusionsoft account and view a contact record, you will see the Add AppointmentCore Appointment button in green under the Tasks & Appointments section of the contact record:

Click on the button and select an available time for your appointment with this contact. The appointment will be instantly scheduled, and will automatically appear on your calendar. Your contact will also receive any automated email campaigns or reminders that you have set up for this Booking Link.

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