Appointments are a critical part of your customer’s experience with you. Make them as effective as possible with integrated attendee management and communications.
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Why is it better?
Seamless scheduling, reminders and follow-up
Connect the world’s most used calendaring app to Ontraport’s robust automation and CRM system in just one click for a complete business management system.
Use Ontraport’s appointment scheduling app to send invites and reminders based on client behaviors, interests, dates or any other criteria to ensure you meet with clients at the optimal moment in their experience.
See each contact’s full appointment, purchase and activity history in one place so you’re prepared for personalized conversations and never have blind spots.
Create reusable descriptions, reminders and follow-up for each type of appointment you offer to save time when setting meetings.
Problems solved
Book more appointments; get fewer cancels
Stop wasting time manually juggling appointments and dropping balls afterward.
Book appointments with ease
Put an end to calendar busywork
- Easily send event invites — add contacts to events individually or in groups with a click.
- Allow easy self-scheduling — if your existing self-scheduling tech is connected to your Google Calendar, it’ll sync with Ontraport for continued self-booking without a hitch.
- Manage changes automatically — send email or SMS notifications when events are canceled or updated.
- Reduce repetitive appointment setup — create reusable templates to book your most frequent types of appointments faster.
Problems solved
Book more appointments; get fewer cancels
Stop wasting time manually juggling appointments and dropping balls afterward.
Book appointments with ease
Put an end to calendar busywork
- Easily send event invites — add contacts to events individually or in groups with a click.
- Allow easy self-scheduling — if your existing self-scheduling tech is connected to your Google Calendar, it’ll sync with Ontraport for continued self-booking without a hitch.
- Manage changes automatically — send email or SMS notifications when events are canceled or updated.
- Reduce repetitive appointment setup — create reusable templates to book your most frequent types of appointments faster.
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.
Make data-driven decisions
Rely on Ontraport’s detailed tracking for in-depth appointment 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.
Make data-driven decisions
Rely on Ontraport’s detailed tracking for in-depth appointment 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.
“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
Create templates for common appointment types
Book appointments faster with pre-written reminders and follow-up for each type of appointment you offer. 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.
Related Features
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
How does Ontraport’s calendar work with Google calendar for business?
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.
Can you share Google Calendars between different teammates in Ontraport?
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.
What will I be able to do with Ontraport’s appointment scheduling app?
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.
Is Ontraport the best appointment scheduling software for small businesses?
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.
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