Acuity Scheduling for Zendesk Support
About
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
Features
Book appointments with your Zendesk clients.
View appointment history
View upcoming meetings and past meetings
View all your acuity appointments under one single roof
Application Installation
Step 1: Go to Zendesk marketplace and search for the application Acuity Scheduling for Zendesk Support. 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 the Acuity Scheduling for Zendesk Support 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.
Working
1) Book a new acuity appointment
Step 1: Go to any of the Zendesk tickets and click the New appointment option at the right panel to book an appointment.
Step 2: Once the event is booked you can able to view the details of the acuity appointment booked for that particular ticket below the "New appointment" option.
Step 3: Go to any of the Zendesk contacts and click the New appointment option at the right panel to book an appointment.
Step 4: Once the event is booked you can able to view the details of the acuity appointment booked for that particular contact below the "New appointment" option.
Easy access to Acuity appointments under single roof
Click the acuity scheduling icon on the left panel. Click New appointment to book an instant appointment and also you can able to view all the upcoming and past appointments booked under a single roof.
This is the installation and working of the application Acuity Scheduling for Zendesk support. This application helps in faster online appointment booking by saving time.