Link2Calendar: How to Schedule an Activity Using Link2Calendar (formerly Book2Act)

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction: Link2Calendar, formerly known as Book2Act, is an efficient online booking service designed for Act software subscribers. This tutorial by Tony Holowitz showcases the process of scheduling an activity using Link2Calendar. By providing a seamless way for clients to book appointments and automatically integrate them into Act, Link2Calendar streamlines the scheduling process and enhances business productivity. Let’s dive into the step-by-step guide on how to schedule an activity using Link2Calendar.

Step 1: Accessing Link2Calendar:

  • Users access Link2Calendar by clicking on the provided link, which takes them to the booking calendar.
  • The calendar interface features a logo and encourages clients to pick a suitable time for their appointment.

Step 2: Selecting the Appointment Time:

  • Clients can select a preferred time slot from the available options on the calendar.
  • Users have the choice to book multiple time slots if needed, by clicking on the drop-down menu in the top left corner.

Step 3: Filling Out the Appointment Form:

  • After selecting a time slot, a form pops up, prompting clients to input their information.
  • The form typically includes fields such as name, company, email, appointment type, and any other relevant details.
  • In this example, the only appointment type available is “meeting.”

Step 4: Confirming the Appointment:

  • Once all required information is filled in, clients click on “Create Appointment” to finalize the booking.

Step 5: Adding the Appointment to Act:

  • Link2Calendar automatically adds the appointment to the user’s Act database.
  • The appointment appears either in the web version of Act or through the Act Connect link, based on prior configuration.

Step 6: Notification and Confirmation:

  • Upon successful scheduling, both the client and the scheduler receive email notifications.
  • The email provides appointment details, including date, time, participant names, and other relevant information.

Step 7: Database Synchronization:

  • Clients who schedule appointments through Link2Calendar are automatically added as contacts in Act.
  • The next time the database is synchronized, the newly created contact will be visible in Act.

Conclusion: Link2Calendar, formerly Book2Act, presents a valuable solution for Act software subscribers seeking a user-friendly and efficient appointment scheduling tool. By following the step-by-step guide, clients can easily schedule appointments, and schedulers receive real-time notifications with all essential details. The seamless integration with Act ensures that appointments are efficiently recorded and contacts are added automatically. By embracing Link2Calendar, businesses can streamline their appointment scheduling process, save time, and enhance client engagement. Experience the power of Link2Calendar and simplify your scheduling journey today!