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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
How to Connect Thryv to Smith.ai for Intake and Appointment Setting
If you're a Thryv user, this article will help you set up a custom intake form and calendar widget that can be used by Smith.ai virtual receptionists to qualify leads or book appointments on your behalf.
How to Connect Timely to Smith.ai
Your Smith.ai receptionists can book appointments for you on Timely, keeping your calendar full. Setup is easy: Follow Timely's instructions on getting your business online. Add Timely to your websit…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
Scheduling Appointments with SimplePractice & Smith.ai
SimplePractice is a practice management software used by health and wellness professionals worldwide to grow their private practices. Use this guide to have Smith.ai receptionists book appointments directly in your SimplePractice account
