Purpose
This article provides instructions for to add appointment booking and/or personal calendar links to your Prospect Page in the portal.
Introduction
Appointment booking tools and software help streamline the process of scheduling meetings with prospects and customers. When using the Prospect Pages feature in the Allbound platform, you can choose to include a link to your calendar as part of your contact information.
How to Add Calendar Information to a Prospect Page
There are two ways to add and/or edit your contact information on the left-hand side of a Prospect Page:
- Within the Prospect Page itself
- Within your Allbound User Profile
How to Edit Your Bio. Within Your Prospect Page
1. Login to the Allbound platform
2. From the Dashboard, click on the "Prospect Pages" tab within the left-hand navigation panel
3. Click on the "Edit Bio" tab
4. Add your calendar URL to the "Appointment Booking URL" field
5. Scroll down to the bottom of the page and then click on the "Update" button to save your changes
How to Edit Your Bio. Within Your User Profile
1. Login to the Allbound platform
2. From the Dashboard, click on your circular user profile image in top toolbar and then click "Profile"
3. Within the "My Profile" tab, add your calendar URL to the "Appointment Booking URL" field
If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.
Also, please refer to these articles to further learn about Prospect Pages: