Introduction: In this tutorial, Tony Holowitz provides a comprehensive overview of Link2Calendar, formerly known as Book2Act. Link2Calendar is an online booking service designed for Act software subscribers, offering a user-friendly way to manage appointment scheduling. Tony takes viewers through the setup process and explains various configuration options available in the tool. By understanding the essential settings and preferences, users can optimize the benefits of Link2Calendar and enhance their scheduling processes efficiently. Let’s dive into the step-by-step guide to set up and configure Link2Calendar effectively.
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Accessing Link2Calendar:
- Visit the Link2Calendar website and log in using your account credentials.
- Upon login, you will land on the homepage, from where you can access the setup and configuration options.
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Configuring Act Web API Settings:
- Click on the “Act Web API Settings” tab to input essential information.
- You will need to provide the Act Web API URL, database name, username, and password for your Act software.
- If required, seek assistance from Act support or a third-party provider to obtain this information.
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Link2Calendar Settings:
- Navigate to the “Book2Act Settings” section to customize the booking process.
- Obtain your unique URL, which serves as a link to direct clients to your calendar.
- Consider customizing calendar settings, such as start time, end time, time zone, and activity types (meetings, calls, to-dos).
- Decide whether to allow multiple time slots and define the duration options for meetings.
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Calendar Availability:
- Determine the days of the week you want to make your calendar available, including weekends.
- Set your preference for allowing meetings to be scheduled on the current day.
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Appointment Settings:
- Adjust the duration of appointments according to your business needs.
- Note that Link2Calendar currently does not support booking different durations for different activity types.
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Blacklist Setting:
- The “Blacklist” feature allows you to block specific dates, such as holidays or company-wide off-days, from the calendar.
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Account Management:
- The account management section provides information about subscription renewals and expiration dates.
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Testing and Fine-Tuning:
- Once you’ve configured the settings, thoroughly test the functionality to ensure it aligns with your business requirements.
- Modify and fine-tune settings as necessary to achieve an optimized scheduling experience.
Conclusion: Link2Calendar, formerly Book2Act, is an online booking service that empowers Act software subscribers to streamline their appointment scheduling processes. By setting up and configuring the tool, businesses can provide clients with a convenient and efficient way to book appointments. The ability to customize availability, duration, and other settings ensures a personalized booking experience. Although some features, such as booking different durations for various activity types, are not available at present, Link2Calendar remains a valuable addition to any business seeking enhanced scheduling capabilities. Embrace the power of Link2Calendar and unlock the potential for improved efficiency and client engagement in your Act software.