Booking Links: Direct Appointment Sharing & CRM Integration Guide

Booking Links

Share direct links for appointments and consultations inside your emails, WhatsApp messages, or landing pages to facilitate the booking process for customers. These links are automatically linked to the Customer Relationship Management (CRM) system and Artificial Intelligence (AI) to update client data and trigger reminder paths upon booking.

Channels of Benefit and CRM & AI Integration Features

Direct WhatsApp Chats

Sending the smart booking link inside WhatsApp messages, allowing the system to automatically recognize the client and update their data within the CRM.

WhatsApp & CRM Sync

Email Marketing Campaigns

Linking call-to-action buttons (CTA) inside marketing emails with appointment links to facilitate customer conversion and shorten the sales funnel.

Email CTA Integration

Automated Tracking & CRM Capture

Creating a new client profile in the CRM immediately upon form/link submission, or updating their stage in the sales pipeline (Pipeline Stage).

Automatic CRM Capture

Artificial Intelligence Integration

The AI assistant sends the appropriate booking link to the customer inside the interactive chatbot based on the requested service type.

AI Chatbot Booking

Steps to Extract and Share Appointment Links in the Platform

You can extract any calendar link, share it, and use it in automation through the following steps:

Step 01: Access Calendar Management: Go to Calendars ➔ Calendar Settings ➔ Calendars.

Step 02: Copy Calendar Link: Find the required calendar, then from the Actions column next to the calendar name, click the share icon to copy the direct link.

Step 03: Embedding in CRM & Automation (Trigger Links): Insert the link as a dynamic element in email and WhatsApp templates within the Automation section to send it automatically to potential clients.

Step 04: Client Experience & Immediate Update: When the client opens the link and chooses a time, the appointment is booked in the calendar, and the system instantly syncs the client data in the CRM log and sales pipeline.

Frequently Asked Questions (FAQ) About Booking Links

What happens in the CRM when a client books from the link?

A complete client profile is created instantly containing their data and booked appointment, and their status in the pipeline changes automatically.

Can artificial intelligence (AI) send the link to the client?

Yes, the AI assistant can recognize the client’s intent within the chat and send the appropriate appointment link directly.

Do the links work fully compatible with mobile devices?

Yes, the booking interface is optimized to work seamlessly on smart screens and mobiles to facilitate time selection.

Can the link be embedded inside my external website?

Yes, the system provides an Embed Code to plant it inside any landing page or WordPress website easily.

Talk to Media SaleX AI Assistant

Do you need help extracting calendar links or linking them to WhatsApp templates and the CRM system? Talk to the smart assistant now!

Talk to Media SaleX AI Assistant