Sharing Appointment Links

There are two types of appointment links including unbranded and branded. Unbranded appointment links are the easiest to access. Branded appointment links require a couple of more steps, but ensure your brand is consistent.

Example of the difference:

• Unbranded - https://link.worksmartercrm.com/widget/bookings/wscrmdemo
  • Note the URL link includes "worksmartercrm.com"

• Branded - https://schedule.worksmarterdigital.com/demo
  • Note this link is using my business brand URL in the link. You may also name this URL however you want.
  • Customize domains can be set up also within the business profile under Settings.

Prerequisite - You've created your preferred Domains.

Unbranded Scheduling Links

• Create the Calendar

1. Go to Calendars >> Calendar Settings
2. Create your Calendar

• Get the Scheduling link to share

1. Click on the 3 dots for the calendar
2. Click on Copy Scheduling Link
3. Paste link into a browser tab or email

Branded Scheduling Links [Applied on websites]

• Create the Calendar

1. Go to Calendars >> Calendar Settings
2. Create your Calendar

• Create the Funnel Page

1. Go to Sites >> Funnels and create a Funnel
2. Add a New Step to the Funnel
3. Edit the Step
4. Add a Section then 1-Column Row and add the Calendrer element and save
5. Go back on the Funnel Overview page
6. Click on Publishing and customize the Step Name and Step Path to reflect the meeting type

• Assign the Domain to the Funnel

1. Go back on the Funnel Overview page
2. Click on Settings
3. Select the domain from the drop down (schedule.mydomain.com)

Get the Scheduling link to share

1. Copy the URL to share from the Funnel Overview page

Branded Scheduling Links [Applied on Widgets]

• Navigate to Settings >> Business Profile

• Add your Domain