Appointments are a critical part of your customer’s experience with you. Make them as effective as possible with integrated attendee management and communications.
Seamless scheduling, reminders and follow-up
Seamless scheduling, reminders and follow-up
Streamlined meeting operations
Streamlined meeting operations
- Manage appointments from your Google Calendar — Connect the world’s most used calendaring app to Ontraport in just one click to manage appointments from any device.
- Add Zoom or Google Meet links — Automatically create Zoom or Google Meet links for every new booking so each appointment has its own secure, private meeting room.
- Create reusable appointment templates — Create templates for each type of appointment you offer. Write your descriptions, reminders and follow-up once, and they’ll work every time.
Optimize meetings and get clear results oversight
Optimize meetings and get clear results oversight
- Meet at the optimal moment — Use Ontraport’s appointment scheduling app to send invites and reminders when a lead becomes “hot” or based on any client behaviors, interests or dates to ensure you meet at the ideal time.
- View your booking sources — Easily see where your bookings are coming from with integrated marketing and affiliate tracking, and optimize successful channels for even more appointments.
- Get detailed oversight on team activity — Easily track meeting outcomes like booked, canceled or rescheduled, or analyze call results and task completion.
Optimize meetings and get clear results oversight
Optimize meetings and get clear results oversight
- Meet at the optimal moment — Use Ontraport’s appointment scheduling app to send invites and reminders when a lead becomes “hot” or based on any client behaviors, interests or dates to ensure you meet at the ideal time.
- View your booking sources — Easily see where your bookings are coming from with integrated marketing and affiliate tracking, and optimize successful channels for even more appointments.
- Get detailed oversight on team activity — Easily track meeting outcomes like booked, canceled or rescheduled, or analyze call results and task completion.
Improve meeting communications
Improve meeting communications
- Access complete contact data — Instantly view key details about each contact — including past interactions, important files and notes — all in one place, so you’re prepared for personalized conversations every time.
- Provide a portal for meeting info — Allow clients to view upcoming meetings, checklists and any key files in a centralized portal so they can prepare for meetings and complete action items.
- Automate meeting reminders and follow-up — Rely on Ontraport’s advanced automation system to send personalized reminders and follow-up just as you plan — no worrying about failed integrations between separate automation and calendar tools.
Book more appointments; get fewer cancels
Book more appointments; get fewer cancels
Offering easy self-scheduling makes clients more likely to book with you over competitors who require phone calls, email or texting. Plus, you’ll stop wasting time manually juggling appointments. Win-win.
Book appointments with ease
Book appointments with ease
Find the perfect time, without the back-and-forth
- Easily create booking pages — Make a calendar for each appointment type or team member, showing all the right availability.
- Conveniently share your calendar — Add your calendar link to an email, SMS message or your website so clients can easily book at a time that works for you both.
- Reduce repetitive appointment setup — Create reusable templates to book your most frequent types of appointments faster.
Book more appointments; get fewer cancels
Book more appointments; get fewer cancels
Offering easy self-scheduling makes clients more likely to book with you over competitors who require phone calls, email or texting. Plus, you’ll stop wasting time manually juggling appointments. Win-win.
Book appointments with ease
Book appointments with ease
Find the perfect time, without the back-and-forth
- Easily create booking pages — Make a calendar for each appointment type or team member, showing all the right availability.
- Conveniently share your calendar — Add your calendar link to an email, SMS message or your website so clients can easily book at a time that works for you both.
- Reduce repetitive appointment setup — Create reusable templates to book your most frequent types of appointments faster.
Spend less time on appointment admin
Spend less time on appointment admin
Take reminders, no-show management and follow-up off your plate
- Send tailored automated reminders — Email or text attendees at the right time with customized info such as what to bring to the appointment.
- Manage cancels, no-shows and reschedules on autopilot — Pause reminders for canceled appointments, and encourage no-shows and cancels to reschedule.
- Kick off appointment follow-up — After the session, automatically send emails to nurture the sale, send related materials, or task a team member to follow up.
Get results from your appointments
Get results from your appointments
Rely on Ontraport’s detailed tracking for in-depth insights
- Know if appointments are effective — Track conversion rates from appointments to purchases to make sure you’re getting ROI.
- View your team’s schedule — Get an overhead view of your team’s workload and demand for better planning and forecasting.
- Know who’s booking and why — See where your bookings are coming from with integrated marketing and affiliate tracking.
Get results from your appointments
Get results from your appointments
Rely on Ontraport’s detailed tracking for in-depth insights
- Know if appointments are effective — Track conversion rates from appointments to purchases to make sure you’re getting ROI.
- View your team’s schedule — Get an overhead view of your team’s workload and demand for better planning and forecasting.
- Know who’s booking and why — See where your bookings are coming from with integrated marketing and affiliate tracking.
“The part we’re most excited about with the new calendar within Ontraport is that we can do everything inside a platform we already know and love. We won’t have to fuss with various outside elements. Plus, the fact that it syncs to our Google Calendars will help us track everything from the ease of our phones.”
— Kendyl Adams, The Bold B
“
The part we’re most excited about with the new calendar within Ontraport is that we can do everything inside a platform we already know and love. We won’t have to fuss with various outside elements. Plus, the fact that it syncs to our Google Calendars will help us track everything from the ease of our phones.
Kendyl Adams
The Bold B
Send the right message at the right time
Send the right message at the right time
Ontraport’s advanced automation system equips you to perfectly tailor your reminder and follow-up flows, leading to more effective meetings and better results. Here are some ideas.
If a “consultation” appointment is scheduled in my Google calendar, send follow-up email with questions about their goals.
If a required form isn’t complete the day before the appointment, send a reminder email.
If a “new client” appointment is scheduled, send an SMS with a link to prep materials.
An hour before all appointments, send a reminder SMS with the link to access the video meeting.
After a “consultation” appointment, send a task to sales reps to fill out what happened and trigger appropriate follow-up.
After a webinar event, send an email series pitching your product to attendees and an email series with the recording to those who didn’t attend.
Manage your entire appointment experience and beyond with Ontraport’s full suite of capabilities
Manage your entire appointment experience and beyond with Ontraport’s full suite of capabilities
Sales reps and other team members can book appointments and ignite automated appointment follow-up right from their pipeline view.
See a full history of each contact’s appointments in their contact record for recall before appointments and convenient billing management.
Incorporate appointment reminders and follow-up right into your funnels for a seamless customer experience.
Frequently Asked Questions
Since we’ve set up a unique two-way sync between Ontraport and Google Calendar, you can now streamline your schedule and build your business under one roof.
Here are just a few things you’ll be able to do when you use Ontraport’s scheduling software for businesses:
Here are just a few things you’ll be able to do when you use Ontraport’s scheduling software for businesses:
- Enjoy all the same benefits you get from Google Calendar for business, along with a full suite of business and marketing software.
- See the ROI of every appointment by tracking your guests’ purchases and opt-ins after each event.
- Invite guests to the right events at the right times, based on their individual behaviors and interests.
- Go beyond basic Google Calendar notifications by sending info about specific event details automatically: appointment reminders, cancellations, follow-up and more.
- Understand your team’s schedule and workload for better planning.
From finding a new lead to booking a sales call and landing a new customer, every part of your business will live under one roof when you use Ontraport Calendar. With that kind of setup, you’ll be able to see your customer journey from start to finish — which isn’t possible with something like a simple Google Calendar scheduling tool alone.
Yes, you can use Ontraport Calendar to keep track of your entire team’s schedule in one place. Just like the Google Calendar settings you’re already used to, you’ll be able to filter your calendar to view events for certain teammates and see their workload at a glance. It’s also easy to control who can view, edit or add events to your company calendar by tweaking the permissions in your account settings.
With Ontraport’s scheduling software for business, you can manage appointment scheduling, reminders and follow-up all from one platform.
You’ll be able to:
You’ll be able to:
- Easily create calendar pages for each appointment type or team member.
- Add your calendar link to your emails, SMS messages or website so clients can easily book.
- Handle cancels, no-shows and reschedules without touching a thing.
- Send personalized reminders and follow-up automatically, without integrations.
- Sync your Google Calendar to view and get notified of meetings on any device.
- Ensure each sales rep gets the same amount of bookings using our fairness feature.
- Win clients over competitors who require phone calls, email or texting for booking.
Ontraport is a great choice for your small business if you manage appointments and other types of events. Here’s why: When you use Ontraport, you don’t just get a scheduling tool… you get a marketing automation suite, features that put your internal workflows on autopilot, a database to store your customer info, and so much more. With all those parts of your business under one roof, it’ll be easier to keep track of your data, scale faster, and avoid getting slowed down by the tech headaches that come with stringing together multiple integrations.
Features