Sync your scheduler with your Less Annoying CRM calendar
Many folks use schedulers to make setting up appointments with clients as easy as possible. Consultants, salons, recruiters, and even customer service agents use schedulers — LACRM included! You may have noticed that we schedule demos via Calendly, an online meeting scheduling software. Before Calendly, we would have to send several emails back and forth with customers to find a good time for a call. Now, customers can check out our entire schedule and pick a time that works best for them in just a few minutes.
If you use (or are considering using) a scheduler, you may be worried about getting newly scheduled appointments in your CRM calendar. Thankfully, many scheduling systems sync with Google calendar or Outlook calendar, and both Google and Outlook calendar in turn sync with Less Annoying CRM! Using these integrations, you can make sure that new appointments show up on your LACRM calendar, and that events on your LACRM calendar mark you as unavailable at that time in your scheduler.
Check out the tutorial below to learn how to integrate your scheduler with your Less Annoying CRM Calendar!
Step 1: Sync LACRM with Google calendar or Outlook calendar
If you don’t already have LACRM syncing with your Google calendar or Outlook calendar, you’ll need to set up that integration. If you mouse over “Settings” in the left navigation bar you can select “Integrations” in the menu. On the next page, you’ll see options to sync with Google calendar or Outlook calendar. You can select the appropriate link there, and then follow the steps to integrate your LACRM calendar with Google or Outlook.
Once you’ve connected LACRM with the appropriate calendar, you can link your scheduler to the same calendar program.
Step 2: Sync your scheduling tool with Google calendar or Outlook calendar.
Exactly how to sync your scheduler with Google calendar or Outlook calendar will depend on the scheduling tool that you use. The most common schedulers we hear about are Acuity Scheduling, Appointlet, and Calendly, but that’s by no means an exhaustive list of available options. We use Calendly synced through Google calendar ourselves, but you should use whatever scheduling tool works best for you!
You can find some instructions for syncing the most common schedulers we hear about here:
(Note that these links go out to the sites of these other services, so they may change or go away without us knowing. If you find an erroneous or dead link here, just give us a shout and we'll get you pointed in the right direction.)