Appointments & Scheduling

21 articles

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 1 day ago

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 1 day 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 1 day 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 1 day 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 1 day 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 1 day 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…

Updated 1 day ago by Maddy Martin

How to Connect Your Schedulista Account to Smith.ai

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…

Updated 1 day ago by Maddy Martin

How to Connect Smith.ai and Square Appointments

Your Smith.ai receptionists can book appointments for you on Square Appointments. Setup is easy: send us your Square Appointments public booking page link. Here's Square's Getting Started Guide if yo…

Updated 1 day ago by Justin Maxwell

How to Connect Your Appointy Account to Smith.ai

Do you use Appointy to schedule and track your appointments online? Your Smith.ai receptionists can book appointments directly on your Appointy calendar. How to connect your Appointy account to Smith…

Updated 1 day ago by Maddy Martin

Smith.ai Operator - We'll Convene Your Conference Calls

Please note: Operator is not currently available with Essential plans. We're pleased to announce a new service from Smith.ai, called Operator. With this service, Smith.ai receptionists will convene y…

Updated 1 day ago by Maddy Martin

How to Connect Your AppointmentCore Account to Smith.ai

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

Updated 1 day ago by Maddy Martin

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 day ago by Justin Maxwell

How to Connect Your YouCanBook.me Account to Smith.ai

Smith.ai integrates with YouCanBook.me, so our receptionists can book appointments for your callers. Callers will see their appointment with you on their calendar, and you'll see their appointment on…

Updated 1 day ago by Maddy Martin

How to Find Your Acuity Scheduling Public Calendar Links

We’re here to help you throughout your journey of growing your clientele and organizing your day. To keep your calendar organized, our virtual receptionists will need access to any scheduling applica…

Updated 1 day ago

How to Connect Smith.ai to Calendly (and Google Calendar)

Your Smith.ai receptionists can book appointments for you on Calendly. This is also the solution for booking appointments on your Google Calendar, as a direct integration with Google Calendar is not…

Updated 1 day ago by Maddy Martin

How to Connect Your ScheduleOnce Account to Smith.ai

Your Smith.ai receptionists can book appointments directly into your calendars on the ScheduleOnce online scheduling platform. How to connect your ScheduleOnce account to Smith.ai. Retrieve your publ…

Updated 5 months ago by Maddy Martin

How to Adjust Your Time Zone Settings in AppointmentCore

AppointmentCore automatically detected your time zone when you created your account with them. Unfortunately, the default account settings enable the same detection feature when your Smith.ai virtual…

Updated 1 year ago by Justin Maxwell

How to Adjust Your Time Zone Settings in Calendly

Calendly automatically detected your time zone when you created your account with them. Unfortunately, the default account settings enable the same detection feature when your Smith.ai virtual recept…

Updated 1 year ago

Preventing Calendly from Auto-Filling

Calendly has a friendly, cached, auto-fill that populates previous visitors' information into your schedule. This is great if you're running a web-based practice without virtual receptionists. Howeve…

Updated 2 years ago by Justin Maxwell

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 2 years ago by Maddy Martin

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