Acuity Scheduling for Zendesk Sell
Zendesk is a Customer Relationship Management Software designed to improve the customer relationships. This CRM platform is powerful and flexible and helps to meet the needs of any business. It helps each employees to grow along with the growth of the company. And also, the world is becoming more accessible place day to day. Almost everything can be booked online – from a dentist appointment to haircut. This makes people too comfortable by saving money, time and energy.
In the digital world, online appointment has made it easier. Acuity Scheduling is a cloud-based appointment scheduling software which enables owners to manage their online appointments. The application Acuity Scheduling for Zendesk Sell helps manage appointments with clients online and provides a real time update regarding the appointments inside the Zendesk itself.
Pre-requisites for app installation
Should have Zendesk account
Should have Acuity Scheduling account
Book appointments to Zendesk clients/leads.
View appointment history
View upcoming meetings and past meetings
Easy access to Acuity appointment module in iframe
Step 1: Go to Zendesk marketplace and search for the application Acuity Scheduling for Zendesk Sell. Click Install to install the application in Zendesk.
Step 2: Select the Zendesk account in which the application has to be installed.
Step 3: You will be directed to Acuity Scheduling for Zendesk Sell settings page. Enter the Acuity Scheduling credentials for configuring the settings.
Step 4: Get your Acuity credentials from your acuity account and enter in the settings page. Click Install to install the application.
This is the installation of the application in the Zendesk CRM.
1) Book new acuity appointment
Step 1: Go to any of the Zendesk leads and click the New appointment option at the right panel.
Step 2: Click the convenient day and time. Click "Continue" and enter the required details and confirm the appointment.
Easy access to Acuity appointments using iframe
Click the acuity scheduling iframe in Zendesk Sell found at the top right. Click New appointment to book an instant appointment and also you have the option to view the appointment history.
This is the installation and working of the application Acuity Scheduling for Zendesk Sell. This application helps in faster online appointment booking by saving time.