How to Connect Your Schedulista Account to Smith.ai

Luis Santiago Updated by Luis Santiago

Smith.ai supports scheduling through your Schedulista account, so our receptionists can book appointments for your callers. Here's how to set this up.

How to connect your Schedulista account to Smith.ai

  1. Retrieve your scheduler link. Login to Schedulista and click on "Settings," and then copy the link to your scheduler found under the section, "Share a link to your scheduler."
    schedulista settings
  2. Email this link to us at support@smith.ai, with the subject line "Connect my Schedulista account."
    1. Please provide any directions so our receptionists correctly book appointments for you. For example, you may have different "event" types for the various services you offer or specific guidelines for which callers may be booked for a "new client consultation."
  3. That's it! We will notify you as soon as the integration is complete. We're typically able to start booking appointments within one business day.

How the Smith.ai integration with Schedulista works

Your receptionists will add appointments to your Schedulista calendar according to your directions, and you'll see updates in real-time. Appointment bookings will, as always, also be noted in your call summaries.

Please note: Appointment booking is an add-on service for Starter, Basic, and Pro plans, and will incur an extra fee. Appointment booking is not currently available for Essential plans. View current pricing.

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started with our virtual receptionist services or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.

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