Quick Start Guide: Appointment Scheduler

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QUICK START GUIDE: APPOINTMENT SCHEDULER


Know the Facts on the Appointment Scheduler 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.

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.

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

How do I get started? 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!

Questions? We're here to help! Contact us: support@weddingwire.com A representative will be in touch with you as soon as possible!


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.

Get Started! Appointment Scheduler: 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

Questions? We're here to help! Contact us: support@weddingwire.com A representative will be in touch with you as soon as possible!


Step by Step: Appointment Scheduler

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

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.)

Questions? We're here to help! Contact us: support@weddingwire.com A representative will be in touch with you as soon as possible!


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