Getting Started with Appointlet

Essential setup steps to automate your online scheduling flow

Updated over a week ago

Welcome to Appointlet, your tool for seamless and efficient online scheduling! With our platform, you'll be able to effortlessly coordinate meetings, manage team availability, and integrate essential tools to optimize your scheduling process.

To ensure a smooth start, we recommend focusing on the following key areas:

Understanding Scheduling Pages and Meeting Types

At the heart of Appointlet are your Scheduling Pages and Meeting Types. Scheduling Pages are where your attendees will go to book meetings with you. Scheduling Pages may contain multiple Meeting Types which your attendees can choose from before picking a time slot.

Keep in mind free accounts are limited to a single Scheduling Page, while premium accounts are permitted to create as many as desired.

Meeting Types, on the other hand, define the specific kinds of meetings you are offering. To dive deeper into these settings, simply locate a meeting type on your Pages tab and click on it to open the editor. This will open a new window giving you access to the availability schedule and other foundational settings. We’ll take a look at the Availability settings below.

Setting Up Availability

Tailor Appointlet to your schedule by customizing when you're available for meetings. This allows attendees to book times that are convenient for both parties.

Appointlet’s availability tool allows you to choose the dates and times you’d like to be available, how often your time slots are listed on your live scheduling page, and gives you full control over the scheduling rules for each individual meeting. Click here to review our detailed availability setup guide.

Connecting a Calendar

Synchronize your Appointlet bookings with your preferred calendar. By doing so, you ensure no double bookings and maintain an updated view of your commitments.

Upon connecting a Google or Office 365/Outlook calendar account, Appointlet will add meetings to the calendar of your choice and automatically detect when you’re already busy. You can view our detailed calendar integration guides here.

Connecting a Web Conferencing Account

If you host virtual meetings, integrating a web conferencing tool with Appointlet streamlines the process. Once connected, Appointlet can automatically generate meeting links for your appointments.

Appointlet offers direct integrations with Google Meet, Zoom, Microsoft Teams, Webex, GoToMeeting, and Join.Me. Don’t see your web conferencing service in the list? Rest assured, Appointlet allows you to add a custom web conferencing link as well. Click here to view our list of web conferencing integration guides to learn more.

Testing Your Scheduling Page

After setting up your preferences, it’s essential to test your scheduling page to ensure everything runs smoothly for your attendees. Simply navigate to your Pages tab and click the "View Live" button at the top of the screen. This lets you experience your scheduling page just like an attendee would, ensuring that they get the best booking experience possible.

On the live scheduling page, your attendees will follow the steps listed below:

  1. Choose a meeting type: All public meeting types contained within a single scheduling page will available for selection on the first page of the scheduling process.

  2. Choose a time slot: Attendees will be asked to select the time they’d like to book per your availability settings.

  3. Fill out the intake form: Appointlet requires a name and email address to submit a booking. Click here to learn how to set up your own custom fields to collect other information from your incoming attendees.

  4. Confirm the booking: Attendees will land on the confirmation page after filling out the intake form, indicating that they’ll receive a confirmation email with their meeting details.

By completing these foundational steps, you'll be set to maximize your experience with Appointlet. As you continue to explore, remember that detailed guides are available for each feature to support your journey. Welcome aboard, and here's to streamlined scheduling!

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