Appointments & Scheduling

20 articles

Scheduling Appointments with MyCase & Smith.ai

In order to have your Smith.ai receptionists schedule your appointments, you will need to go through a third-party scheduler like Calendly. The following steps will show you how to sync your MyCase w…

Updated 6 days ago by Crystal Field

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

As of December 30, 2021, the Smith.ai Operator feature is no longer available. If you have any questions on how to coordinate meetings, please email us at support@smith.ai.. Please note: Operator is…

Updated 2 weeks ago by Maddy Martin

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 1 month ago by Crystal Field

How to Lock Your Time Zone 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 month ago by Crystal Field

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 month ago by Crystal Field

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 pub…

Updated 1 month ago by Crystal Field

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 month ago by Crystal Field

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 month ago by Luis Santiago

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 month ago by Crystal Field

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 month ago by Justin Maxwell

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 month ago by Luis Santiago

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 month ago by Luis Santiago

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 month ago by Kelsey Johnson

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 month ago by Luis Santiago

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 month ago by Luis Santiago

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 month ago by Luis Santiago

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 month ago by Luis Santiago

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 month ago by Luis Santiago

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 month ago by Crystal Field

How to lock your timezone in Keap

The following steps will allow you to lock your time zone in your Keap calendar: In your sequence tools, drag your Date Timer onto the canvas. Double click on the Date Timer icon. Under Summary, set…

Updated 2 months ago by Crystal Field

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