Scheduler Link by Mocknick Apps
How does it add value to your Infusionsoft App? When a new customer books an appointment in your website (using Acuity embedded code), the connector automatically adds this new customer to your Infusionsoft, and it also adds the appointment to your Infusionsoft Calendar. This helps you to track past and future appointments with your customers.
Scheduler Link Demo
Do you have a coaching business that requires scheduling appointments for you and other coaches in your business? If so, you should check out Acuity Scheduling.
Scheduler Link will help you to connect this amazing scheduling app, Acuity Scheduling, to Infusionsoft.
How does it work?
Scheduler Link Features
Track Past and Future Appointments
When your customer schedules an appointment in Acuity, Scheduler Link adds the appointment to your Infusionsoft app, giving you full visibility of your schedule, your team’s schedule, and your customers past and future appointments.
Tag Your Contacts by Appointment Type
Scheduler link can add one or more tags to your Infusionsoft contact records.
You can add a tag for new customers. You can also add a tag based on the type of appointment they scheduled in Acuity.
You can then configure your Infusionsoft App to start campaigns when these tags are applied.
Consistent Appointment Information in Infusionsoft and Acuity
All the details of the appointment in Acuity Scheduling are brought to your Infusionsoft app. If your customer reschedules the appointment, Scheduler Link will update the appointment date and time accordingly.
If your customer cancels the appointment, the appointment will be removed from your Infusionsoft App.
If your team adds additional notes to an appointment, the notes are added to Infusionsoft.
Acuity Payment is Added to your Infusionsoft App
If you require payment at the time your customer schedules an appointment in Acuity, Scheduler Link creates a paid order in Infusionsoft to reflect that payment.
Does Scheduler Link Trigger Campaigns?
Yes, it does! Scheduler Link will trigger campaigns by applying tags to your Infusionsoft contact record when a new appointment is scheduled. You can also configure Scheduler Link to apply tags and trigger campaigns when an appointment is rescheduled or cancelled.
Does Scheduler Link apply tags when appointments are rescheduled or cancelled?
Yes, it does! You can apply the same tag, or you can apply a different tag for each situation. One tag when the appointment is rescheduled and another tag when the appointment is cancelled.
Does Scheduler Link work with group classes?
Yes, it handles group classes like a pro! This short video shows how you can configure your group class in Acuity Scheduling, and how you will see the appointments and class payment information in Infusionsoft.
“I own and operate a smaller small business and balancing time with my family and work has been tough at times. Mocknick apps support has been a breath of fresh air with their timely and efficient responses to questions or issues as well as actually being able to speak with a living person. I highly recommend them.” Kevin Moran of Moran Method on Dec 29,2016.
“Our business is complex and sells products and services, both online and in-person. This model has forced us to use multiple systems and many connectors in order to have seamless, automated data flow. I can say with confidence, that the quality and responsiveness of Mocknick Apps customer service has been world class! We have unique needs and they made sure to develop new features in the areas where there weren’t existing integrations. Acuity Scheduling is a solid, reasonably-priced online scheduling tool. It fit our needs better than the more expensive ones. However, there were some limitations of the software that we were able to work around by leveraging Infusionsoft’s automation and the connector. We have hundreds of transactions per month and have improved our quality while also saving a significant amount of time by integrating Infusionsoft and Acuity Scheduling using Scheduler Link. We are grateful for their expertise and unequivocally recommend this app.” Michael Gremley, President & COO of Natural Acne Clinic on Sep 14, 2016.