How to Connect Your PracticePanther Calendar to Smith.ai

Luis Santiago Updated by Luis Santiago

How to connect Smith.ai to your PracticePanther account to Smith.ai:

In order for your receptionists to book and modify your appointments on PracticePanther, we will need access to your calendar through Calendly, a free calendaring program that syncs with Google Calendar, which in turn syncs with PracticePanther. It sounds complicated, but it's easy to set up. We'll walk you through each step.

(Side note: If you use Acuity, you can use the PracticePanther + Acuity Zapier integration to sync your calendar with them, and then follow these steps to share your Acuity calendar with Smith.ai.)

Connect your PracticePanther account to Google Calendar

  1. Log in to your PracticePanther account and click on "Settings."
  2. Under "Integrations," click on "Calendars, Tasks & Contacts."
  3. Click "Activate Sync" next to the Google icon.
  4. Click "Allow."

Connect Google Calendar to your Calendly account

When you sign up for Calendly with a Google account, your Google Calendar will automatically connect to Calendly. If you have multiple calendars on your Google account, you can choose which ones Calendly will check. Make sure Calendly is set up to check the Google Calendar that you have connected to PracticePanther.

  1. Log in to Calendly and visit your Calendar Connection page.
  2. Make sure the correct Google account is connected. If you created your Calendly account with a different Google account you can add the right one using the "Add Calander Account" button.
  1. Then on the right of the Check for Conflicts setting, click on the edit button
  1. Then make sure you check the PracticePanther box. This is so Calendly can check that calendar for conflicts and avoid double bookings. We recommend you uncheck the other options as well if you do not use those calendars. Then click the Update button.
  1. Now click the edit button next to the Add to Calander setting
  1. In the new window click on the "Add to calendar" Drop-Down menu and select the PracticePanther option. This will add your appointments to this calendar which will then update your PracticePanther software. Then click on the Update button.
  1. That is it! Now your Calendly is connected to your Google Calander which is connected to your PracticePanther software.
  1. Log in to Calendly, click on the link on the upper-right corner of your account dashboard, making sure this is the same calendar you selected in the steps above, which has access to the correct Google Calendar.
  2. From the drop-down menu that appears, select "Share Your Link."
  1. Click "Copy Your Link" and send this link to support@smith.ai with the subject line, "PracticePanther calendar link." Be sure to include any specific directions for using this calendar.
  1. That's it! We'll notify you via email once we're ready to start booking appointments on your calendar, typically within 1 business day.

With this setup complete, your Smith.ai receptionists will now be able to view your availability, and add or modify appointments on your PracticePanther calendar. New and revised appointment bookings will, as always, also be noted in your call summaries.

Please note: Schedule booking is a small per-call add-on. View current pricing.
How to connect Smith.ai to your PracticePanther intake forms

Learn how to Smith.ai virtual receptionists can use your PracticePanther intake forms here.

Need Assistance?

Email us at support@smith.ai or call us at (650) 727-6484, so that we may assist you.

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