Appointments & Scheduling

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…

Luis Santiago
Updated 6 months ago by Luis Santiago

Calendaring Program Integrations

Smith.ai integrates with most major calendaring solutions so receptionists can book appointments and schedule call-backs directly on your calendar. At Smith.ai, we work with you to improve and grow y…

Jessica Paxton
Updated 2 months ago by Jessica Paxton

Connecting your Keap Calendar to Smith.ai

How to access your Calendar public link. Open the more options menu for the desired booking link from the Appointments page.. Click Copy link. Send the link to support@smith.ai. The following steps w…

Crystal Field
Updated 4 months 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…

Crystal Field
Updated 1 year 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…

Justin Maxwell
Updated 1 year ago by Justin Maxwell

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, since a direct integration with Google Cal…

Crystal Field
Updated 9 months 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…

Crystal Field
Updated 10 months ago by Crystal Field

How to Connect Smith.ai to HighLevel Calendar

The following steps will show you how to find your HighLevel public calendar URL, so your receptionists have access to scheduling appointments. In your HighLevel app , go to your Settings. Click Cale…

Crystal Field
Updated 3 months ago by Crystal Field

How to Connect Smith.ai to Motion

Smith.ai receptionists can book appointments for you on Motion. The following steps will show you how you can set up your booking link in Motion for your Smith receptionists to schedule appointments…

Crystal Field
Updated 1 week ago by Crystal Field

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…

Luis Santiago
Updated 1 year ago by Luis Santiago

How to Connect Your PracticePanther Calendar to Smith.ai

How to connect Smith.ai to your PracticePanther calendar to Smith.ai: In order for your receptionists to book and modify your appointments on PracticePanther, we will need access to your calendar thro…

Luis Santiago
Updated 2 months ago by Luis Santiago

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…

Crystal Field
Updated 1 year ago by Crystal Field

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…

Luis Santiago
Updated 1 year 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…

Luis Santiago
Updated 1 year 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…

Luis Santiago
Updated 1 year 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…

Kelsey Johnson
Updated 1 year ago by Kelsey Johnson

How to Connect Your iCloud (Apple) Calendar to Smith.ai

Note: There are several names for this calendar depending on where you use it: iCloud Calendar, Apple Calendar, iCal, and simply Calendar. They are all, in essence, the same and we will refer to them…

Maddy Martin
Updated 2 months 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…

Luis Santiago
Updated 1 year ago by Luis Santiago

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…

Crystal Field
Updated 1 year ago by Crystal Field

How to lock your time zone in Acuity/Squarespace

Acuity and Squarespace scheduling are now the same. Locking the time zones in your calendar will guarantee that your appointments will be scheduled in your time zone. Here is how: In Scheduling , cli…

Crystal Field
Updated 2 months ago by Crystal Field

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…

Crystal Field
Updated 1 year ago by Crystal Field

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…

Crystal Field
Updated 1 year ago by Crystal Field

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. Watch the video or follow the steps below to sync your MyCa…

Luis Santiago
Updated 8 months ago by Luis Santiago

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