Appointments & Scheduling

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23 articles

How to Connect Your AppointmentCore Account to Smith.ai

Often used in conjunction with Infusionsoft (now Keap), AppointmentCore allows you to automate your appointment bookings and sync them with your Google or Outlook calendar, your GoToMeeting account,…

Updated 3 weeks ago by Maddy Martin

Custom Intake

Answering calls is good. Qualifying callers is even better. Doing the admin and intake work, too? That's amazing. Smith.ai brings unparalleled improvement to your business' workflow by qualifying lea…

Updated 2 months ago

Calendaring Program Integrations

Smith.ai integrates with most major calendaring programs so receptionists can book appointments and schedule call-backs directly on your calendar. We add new ones often and also by request, so please…

Updated 10 months ago by Maddy Martin

How to set up OnceHub to book appointments in your time zone

In order to make sure your Oncehub appointments are scheduled in your time zone, you will need to turn off the time zone conversion. Here is how: For booking pages associated with Event Types. Naviga…

Updated 1 year ago by Crystal Field

How to Connect Smith.ai to Apptoto

Your Smith.ai receptionists can book and modify appointments for you on Apptoto. This is also the solution for booking appointments on your Google Calendar, as a direct integration with Google Calend…

Updated 1 year ago by Justin Maxwell

How to lock your time zone in Acuity

Locking the time zones in your Acuity calendar will guarantee that your appointments will be scheduled in your timezone. Here is how: Log into your Acuity account, and go to your calendar settings. U…

Updated 1 year ago by Crystal Field

Conference Bridge Calls with Smith.ai Operator

Please note: Operator is not currently available with Essential plans. Our Smith.ai receptionists will organize your conference calls with multiple participants, so you don’t have to do the phone tag…

Updated 2 years ago

How to Connect Your WhenWorks Account to Smith.ai

Smith.ai Virtual Receptionists can book appointments on your calendar via WhenWorks , a popular iOS- and web-based schedule negotiation tool. Copy your WhenWorks link(s) for the calendar(s) you'd lik…

Updated 2 years ago by Justin Maxwell

How to Connect Your ZynCal Scheduling Assistant to Smith.ai

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…

Updated 2 years ago by Kelsey Johnson

Adding Video Meetings to your Appointments

When we book appointments for your clients, your appointment platform can automatically create virtual meetings for appointments with popular videoconferencing solutions. That way your clients get ar…

Updated 2 years ago by Justin Maxwell

How to Connect Smith.ai to Office 365 or Outlook with Microsoft Bookings

Your Smith.ai receptionists can book appointments for you on Microsoft Bookings. This is also the solution for booking appointments on your Office 365 Calendar. We can book appointments on multiple c…

Updated 2 years ago by Justin Maxwell

How to Connect Your Setmore Account to Smith.ai

How to Integrate Your Setmore account with Smith.ai. Log in to your Setmore account and click on "Apps & Integrations.". Click "Configure.". Find the booking page for your business in the right panel…