quick start guide: appointment scheduler

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QUICK START GUIDE: APPOINTMENT SCHEDULER

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Page 1: Quick Start Guide: Appointment Scheduler

QUICK START GUIDE:APPOINTMENT SCHEDULER

Page 2: Quick Start Guide: Appointment Scheduler

Premium WeddingWire members have instant

access to the Appointment Scheduler located

within the Clients section of their account.

Simply log in to your account today to get

started! Not a Premium member? Learn

more by speaking to your local WeddingWire

representative!

What is an Appointment Scheduler?An appointment scheduler makes it easy to schedule in-person and phone

appointments, manage and organize your schedule online, and ultimately book

more clients.

How do I get started?

How can WeddingWire help?The WeddingWire Appointment Scheduler allows you to schedule appointments through your

WeddingWire Storefront, Facebook business page and business website. Add the Contact Us

and Schedule Appointments widgets to your business website and Facebook page to allow

potential clients to easily inquire about your services!

• Manage incoming inquiries from potential clients and schedule appointments based on

customized business hours, locations, and appointment times

• Sync your Google calendar to pull in existing appointments

• Push your WeddingWire appointments directly to your external calendar of choice

Why should I care?Keeping all of your client information in one place will save you time, frustration, and give you

the means to focus your efforts on incoming inquiries, scheduled appointments and client

bookings.

Know the Facts on the Appointment Scheduler

Questions? We're here to help! Contact us: [email protected]

A representative will be in touch with you as soon as possible!

Page 3: Quick Start Guide: Appointment Scheduler

Step by Step: Appointment Scheduler

The WeddingWire Appointment Scheduler saves you time, making it easy for you to

schedule appointments and book more clients! Follow these simple steps to get started.

Enable Appointment Scheduler

1. Under the ‘Clients’ tab, select ‘Appointments’

2. Select the ‘Enable Appointments’ button

3. Select the ‘Edit Settings’ button next to the Appointment Scheduler heading

4. Click the 'Enabled' button

5. Specify the type of appointments you prefer by choosing phone call, in-person meetings, or

both from the drop-down menu

6. Set a default length for both phone and in-person appointments

7. Set the number of appointments permitted per time slot (up to four)

8. Identify the ‘Primary Contact’ for this appointment from the users on your account

9. Select the ‘Save’ button when you are done

Get Started! Appointment Scheduler:

Questions? We're here to help! Contact us: [email protected]

A representative will be in touch with you as soon as possible!

Page 4: Quick Start Guide: Appointment Scheduler

Step by Step: Appointment Scheduler

Sync Your Calendar

1. Next, select the ‘Edit Calendar Sync’ button

To import your Google Calendar events to your WeddingWire Appointment Scheduler, click the

‘Add Calendar’ button

a. Select the link to ‘Log In’

b. A pop-up from Google calendars will prompt you to log into your Google Mail

account

c. Once you have logged in, you will be prompted to allow WeddingWire to access

your information (required). Click the ‘Allow Access’ button.

d. Go back to your WeddingWire account screen and choose from the ‘Choose a

calendar’ drop-down list

e. Select the ‘Finish’ button

f. To add additional calendars, click the ‘Add Calendar’ button again and repeat

2. Under the ‘Add your WeddingWire Appointments to your external calendar…’ heading,

select the bubble next to ‘Use your personal URL’ (recommended)

a. Click the ‘Save’ button

b. Highlight the URL in the field provided and copy it (Ctrl + C)

c. Click the ‘How do I set this up’ link, for more information on this step

*Note: Directions for how to add this URL to your external calendar will be

different for each unique calendar type (Outlook, iCal, etc.)

Get Started! Appointment Scheduler:(continued from page 2)

Questions? We're here to help! Contact us: [email protected]

A representative will be in touch with you as soon as possible!