Setting Up AppointmentCore for your Organization

Overview

This article will walk you through the basics of creating your Company Profile.

As an Admin, you can access and manage your Organization's Company Settings, which contain basic information about your business. You can customize the header, footer, and confirmation message of your company-wide Booking Links by entering your company information, including your logo. You can also redirect your customers to your website or invoice page after they book an appointment with you through AppointmentCore.

Before you start: 

• Ensure that you are logged into AppointmentCore using an Admin account.

The steps below will show you how to set up AppointmentCore for your organization.

• Creating your Company Profile
• Customizing your Company’s Branding and Design
• Enabling Integrations

 

Creating your Company Profile

Here’s how:

Navigate to the left panel of your My Dashboard screen and go to Settings. You’ll be directed to the Company tab of the Company Settings page.  Note: Company Settings will only be visible if you are logged in with an account that has Admin privileges.
Enter your company's name and address details in the Company Profile section on the right side of the screen.
Under Additional Configuration, select your preferred date/time format as well as the day you want to begin your week.
DISCRETIONARY: General Data Protection Regulation (GDPR) is a European privacy law established by the European Union to secure its residents better when disclosing personal information online.  If the GDPR applies to you, tick the box next to Enable GDPR Compliance and input your company’s Privacy Policy URL.
When you're finished setting up your preferences, make sure to click Save & Publish in the bottom right-hand corner of the Company Profile page.

Customizing your Company’s Branding and Design

Your branding is the first thing your customers will notice, and it will help them establish an impression about what you stand for.

You'll want to put your Company Logo on your Booking Links and Emails, as well as customize the Header, Footer, and Confirmation Message of your company-wide Booking Links. You can also opt to redirect your customers back to your website or invoice page after they book an appointment with you through AppointmentCore.

Here’s how:

Navigate to the left panel of your My Dashboard screen and select Settings. Under Company Settings on the left menu, select Branding. Note: Company Settings will only be visible if you are logged in with an account that has Admin privileges.
Under Customized Branding & Design, you can add your Company Logo by clicking the upload link or dragging and dropping the image. Your image will be resized to optimal size. If your image is at least twice as big as 370x53 pixels, it will be automatically scaled for high pixel density displays (aka Retina). SVG logos are supported. If your SVG logo is not left-aligned in the header after uploading, you can fix this by modifying your SVG image.
You can customize the Header and Footer for ALL your company’s scheduling links here. Use HTML code to change fonts, color schemes, add custom scripts, and more. You can also choose to specify the Primary Color and Secondary Color by using the color picker.  Note: You can also override these settings on the individual link level in the last step of the link setup.
Add a custom Confirmation Message that appears after a customer schedules an appointment. Under No appointment times message, add a custom message that appears if no appointment times are available. These settings will be applied to ALL of your company's scheduling links. Use HTML code to change fonts, color schemes, add custom scripts, and more. Note: You can also override these settings on the individual link level in the last step of the link setup.
Under Redirect URL, you can set a URL that your customers will be directed to when they schedule an appointment with you. Under Attach emails to Salesforce contact record, you can configure the email log, which will be visible in Salesforce. This means that Salesforce contact records will have a list of emails that were sent to these contacts from AppointmentCore. These settings will be applied to ALL of your company's scheduling links. Note: You can also override these settings on the individual link level in the last step of the link setup.
By default, the footer of each booking link displays the message “Powered by AppointmentCore,” and clicking on this will open the AppointmentCore homepage in a new browser window. You can uncheck the box for Display “Powered By AppointmentCore” on Booking Links if you want to turn this off and remove the messaging from your links. When you're finished, make sure to click Save & Publish in the bottom right-hand corner of the Customized Branding & Design page.

 

Enabling Integrations

AppointmentCore integrates with a variety of third-party programs to help you manage and streamline your appointment scheduling processes.

Here’s how you can check all available Integrations you can choose to enable for your team:

To enable integrations, navigate to the left panel of your My Dashboard screen and select Settings. Under Company Settings on the left menu, select Integrations. Note: Company Settings will only be visible if you are logged in with an account that has Admin privileges.

From here, the number of Integrations that you’ll need to activate within AppointmentCore will be determined by how you intend to schedule and conduct your meetings.

Next steps:

• Enable AppointmentCore Integrations based on your company’s needs, processes, and workflows. 

• Add team members as Users in your AppointmentCore Account.