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How to Add Appointment Booking Link to Prospect Pages

Stephen
Stephen
  • Updated

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.

 

help_center_new_prospect_pages.png

 

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

 

Screenshot 2023-08-14 at 10.46.25 AM.png

 

3. Click on the "Edit Bio" tab

4. Add your calendar URL to the "Appointment Booking URL" field

 

add_appointment_booking_to_prospect_pages3.png

 

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"

 

add_appointment_booking_to_prospect_pages2.png

 

3. Within the "My Profile" tab, add your calendar URL to the "Appointment Booking URL" field

 

add_appointment_booking_to_prospect_pages4.png

 

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:

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