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How do I use appointment booking?

Creating an account
Here’s how to create an account for Calendly and Google before adding it to your agent website.

  1. Set up a Google Workspace account and get access to their appointment scheduling feature.
  2. Set up one Calendly appointment calendar or upgrade based on your business needs.

Adding your appointment link
Here’s how to add your Calendly or Google appointment link to your agent website.

  1. Go to the Settings tab in the Agent Portal.
  2. Click on “Appointment scheduler” and select Calendly or Google.
  3. Insert your appointment link into the empty box and click “Test your link.”
  4. Share your agent website with new clients.

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