Schedulista is a popular online scheduling tool that allows your clients to book appointments with you. It syncs with their calendar and yours. Smith.ai now supports scheduling through your Schedulista account, so our receptionists can book appointments for your callers. Here's how to set this up.
How to Connect Your Schedulista Account to Smith.ai
Retrieve your scheduler link. Login to Schedulista and click on "Settings," and then copy the link to your scheduler found under the section, "Share a link to your scheduler."
Send the link in an email it to support@smith.ai, with the subject line "Connect my Schedulista account." Please provide any directions so our receptionists correctly book appointments for you. For example, you may have different "event" types for the various services you offer, or specific guidelines for which callers may be booked for a "new client consultation."
That's it! We'll notify you as soon as the integration is complete.
How the Smith.ai Integration with Schedulista Works
Your receptionists will add appointments to your Schedulista calendar according to your directions, and you'll see updates in real time. Appointment bookings will, as always, also be noted in your call summaries.
Maddy Martin is Smith.ai's SVP of Growth. Over the last 15 years, Maddy has built her expertise and reputation in small-business communications, lead conversion, email marketing, partnerships, and SEO.
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