Getting Started

Online Appointment Scheduling

Getting Started with Agile CRM

Sales Enablement - Online Appointment Scheduling

Online Appointment Scheduling lets you put your calendar online so leads can book appointments based on open time slots. This Online Calendar automatically syncs with your Agile Calendar and your Google Calendar (if integrated). You can then add your new Online Calendar to your website (linked from a scheduling popup) and include an appointment scheduling link in emails and campaigns, either manually or automatically.

Setting Up an Online Calendar

Login to your Agile Dashboard.

Go to Preferences > Online Calendar.

Online Calendar

You will now see four tabbed menus: Calendar, Business Hours, Meeting Types, and Advanced.

  • Calendar - On this tab you can get your calendar link, preview your calendar, and add the calendar to your website using web rules (if desired). Many Agile CRM users choose to add the "Scheduling URL" link to their email signature.
  • Business Hours - On this tab you can set your business hours. By default we enable Monday through Friday. Click a day to turn it on/off.
  • Meeting Types - This tab controls the options your contacts will have on your calendar. By default they will be able to schedule a 15, 30 or 60 minute call with you during your available business hours. If you don't want to display one of these meeting lengths, just leave the Type (title) blank and the slot will not show up on your calendar.
  • Advanced - The advanced tab lets you add a Buffer Time to avoid surprise appointments. You can also modify the Welcome Message on your calendar.
Online Scheduler

Ready to include a calendar link in campaign emails? In the Text Editor, select Owner Calendar URL from the Merge Fields menu. In the HTML Editor, select Owner Calendar URL from the Contact Fields menu.

For more about Agile CRM's Appointment Scheduling Software, check out our most recent blog posts.

Start with FREE account today!

FREE for 10 Users. No credit card required.