Automate your bookings, reduce the hassle of finding a suitable time and minimize the number of no-shows. With this feature, you set your availability and simply send your booking link to your contacts where they can select a date and time that fits both them and you. Booking meetings made simple.
This article covers:
- How does it work?
- How to activate Easy booking
- Booking page settings in Upsales
- Where can I find my booking link?
- The booking page
- Frequently asked questions (FAQ)
How does it work?
Each user sets their availability in Upsales and a booking link for each user is generated to be shared with contacts. Contacts enter the page, selects a date and time, and books an appointment. The appointment is automatically added to Upsales and your connected calendar service.
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How to activate
- Make sure your Google Calendar or Office 365 is connected to sync with Upsales by activating the app in Upsales App Directory.
- Enter Settings in Upsales
- In the top section below "My profile" you will find "Appointment availability"
- Click "Appointment availability"
- Toggle the "Activate booking page" to on
- This will make your booking page public, now set your availability.
Booking page settings in Upsales
To make your booking page a bit more personal you can add a title, agenda, and personal contact information to your booking page. If the title and agenda fields are left empty they will simply not show on the booking page. You can also choose whether you want your personal details, like email and phone number to be displayed on the booking page.
These settings will show either 30 or 60-minute slots on your booking page.
Letting the contacts book appointments far off in the future might not be the best idea since those appointments often get canceled or moved when the contact calendar starts filling up. By default, this is set to 10 business days (Monday - Friday) but you can open up for bookings on Saturdays and Sundays by selecting "All days" in the dropdown.
Setting your availability
By default, all your calendar days are available for bookings and then your actual Google Calendar or Office 365 calendar will of course make already booked slots unavailable for your contacts. To clarify, if you've got a planned appointment in your calendar, that time slot will automatically be disabled from bookings on your booking page.
You can set your availability in a few different ways. One is to block specific dates and times, and the other is to block repeatable dates and times, like "Every Wednesday 08:00 - 12:00".
Where can I find my booking link?
When Easy booking is activated for your user your booking link will be available:
- Inside the Appointment availability settings in Upsales
- The appointment list header
- When sending one-to-one emails
- When editing your teams or your own email signature
The booking page
When activated for a user the booking link is made public and contacts can book appointments with you. When a contact books an appointment with you it's automatically added as an appointment in Upsales and you will be notified inside of Upsales and by email about the booking.
The time zone displayed on the booking page is fetched from the visitor's web browser.
Company logo and branding
The only branding available is the logo shown in the top left corner. The image used is the same as added in the company profile.
The booking page contact form
When a contact books an appointment with you they need to fill out some fields in order to identify them. To check if the contact and company are already inside Upsales the same steps as in Upsales forms for verifying are performed to minimize creating duplicates in your account.
As of right now, there is no option to edit which fields to show in this form.
How does the appointment synchronize from Easy Booking to my Calendar?
To be able to use Easy Booking you need to connect Google/Office365 Calendar to Upsales. When someone picks a time in Easy booking Upsales first add the appointment in your Google/Office365 Calendar and then synchronize it to Upsales via the Google/Office365 integration.
The customer get's invited via the regular Google/Office365 workflow and you as the owner of the appointment get an email and notification (web & mobile) from Upsales.
Why can't I find the appointment from Easy booking in Upsales?
- Does the other participant have the same email domain as yourself?
i.e. email@example.com and firstname.lastname@example.org
If this is true then everything is correct, the Google/Office365 Calendar will not synchronize appointments to Upsales in this case. Read more here.
- Does the Google/Office365 Calendar integration work for other appointments? Try to add an appointment in Upsales and see that it shows up in Google/Office365 Calendar.
- If step one is false and step two works please contact our support, email@example.com for future investigation.
Why can't I find the appointment from Easy booking in Google/Office365 but I see it in Upsales?
Appointment from Easy booking can't exist in Upsales if they haven't been in Google/Office365 Calendar first. Based on this the most common explanation is that the meeting got canceled by any participant. You can still see the appointment in Upsales because the Google/Office365 integration does no delete appointments, read more here.
Can I add the booking link to my website?
Yes, the link can be added to a website, emails, and direct messages on social media.
Can I embed the booking form on my website?
Embedding options are not available. But please let us know if this is a feature you would like.
Can we add a general booking link that assigns the appointment to different users?
This option is not available. But please let us know if this is a feature you would like.
Can I add branding to my booking page?
Not other than your personal information, appointment description and title, and the company logo which is fetched from the company profile in Upsales.