Appointment Booking Software to Save Your Sanity

ninja-icon

Appointment Booking Software to Save Your Sanity

You’re busy. We get it. We’re busy, too, and we understand that scheduling appointments can be a real pain. But it doesn’t have to be. There’s a huge selection of appointment booking software to save you time, energy, and most importantly, sanity.

But there are so many options! Which one do you choose?

Deciding which software to use can be a bit overwhelming. Don’t worry. We’ve got your back. While we’re not going to cover ALL the options available, we do have summaries of three popular candidates for you to consider. Today we’re going to take a look at AppointmentCore, ScheduleOnce, and Calendly. We’ll let you in on some of their features, their cost, and how they relate to our beloved Infusionsoft. So let’s get started!


appointmentcore

Highlights:

  • Integrates with Infusionsoft
  • Syncs with Infusionsoft, Google, Outlook, Office 365, and iCal calendars
  • Connects with GoToMeeting, Zoom, and Webex
  • Offers a 30-day free trial
  • Pricing starts at $27 USD per month

Appointment booking software platforms all work similarly in that you select times you are available and allow a client to choose which one works best for them. To avoid boring you, we offer you a detailed explanation on how to schedule with AppointmentCore, but we won’t reiterate the entire process for each platform. Fair, right?

How AppointmentCore Works:

1) Create availability time slots for appointments.


AppointmentCore allows you to create time slots for a specific date range, weekdays only, or any day of the week. It only displays the times you’re available because it automatically checks your calendar, including your Google, Outlook, and iCal calendars, provided you connected t hese services in your AppointmentCore account.

When you’re ready to schedule an appointment, just mark the time slots available for selection and send it to your contact (you can send the same appointment request link to as many contacts as you like).


2) The contact selects a time slot.

The contact will be able to see which time slots you have available and select one that works. Double-booking will be a trauma of the past because they won’t be able to see, nor select, time slots that are already filled or otherwise unavailable.

3) The appointment is created.

Once the contact has selected a time slot, AppointmentCore creates the appointment, automatically adds it to Infusionsoft, updates your calendar (including the connected services), and sends a confirmation email with the appointment details to you and the contact.

But wait. There’s more.

If you connected GoToMeeting, Zoom, or Webex to AppointmentCore, the software sends the applicable invitation automatically, too.

And there’s still more!

How does AppointmentCore integrate with Infusionsoft?

Well, that’s a very good question! We’re so glad you asked. (Okay, fine; WE asked. But we asked for YOU!)

Here are a few of the many fantastic ways AppointmentCore integrates with Infusionsoft:

 

  • Contact records are automatically created or updated when contacts schedule with you.
  • Automated confirmation, reminder, and followup emails can be created and sent directly from Infusionsoft.
  • After each booking, Infusionsoft tags can be automatically added to contact records to add them to campaigns or track history.
  • Automation links for existing Infusionsoft contacts can be used in emails, email blasts, and Infusionsoft campaigns so that the contacts won’t have to enter their contact information. They just click on your scheduling link, choose a time slot, and carry on with their busy lives.
  • Infusionsoft web forms can be added to booking links for a contact to complete before or after scheduling an appointment.
  • Custom fields can be created in Infusionsoft to add a personal touch in template emails.
  • Booking links can be included in campaign emails.

That’s all great and dandy, but what about nifty features?

It’s not enough for software to fulfill its intended purpose. NUH UH! We want it to make us a latte, run the garbage out to the curb, and then fill us in on all the celebrity gossip!

Oh. Wait. AppointmentCore doesn’t do any of that. Perhaps we should submit suggestions for future upgrades. They’re sure to take us seriously …

Not all is lost though. AppointmentCore already has some pretty cool features, such as:

  • Hassle-free scheduling across time zones – you list your availability in your time zone but the contact sees the time slots in their time zone. Never again will your copywriter miss an appointment because she’s two hours behind you and the meeting was scheduled in Eastern Daylight Time. (Not that this has ever happened to us!)
  • The option to automatically add buffer time before or after appointments, allowing you to prepare for an appointment or complete tasks afterwards.
  • The ability to increase the number of time slots available to a contact’s by selecting specific team member calendars for AppointmentCore to check and provide openings for.

What are others saying about AppointmentCore?

Curious about what other users are saying about AppointmentCore? Click here to read the G2 Crowd reviews.

What about the price tag?

Wondering about AppointmentCore’s cost? Sadly, software this good isn’t free.

A personal plan (2 users/locations) is $27 USD per month, a team plan (5 users/locations) is $47, and a professional plan (10 users/locations) is $87. Each plan has a 30-day free trial.

If you have more than 10 users they can also set you up with a custom package. We recommend contacting their support department (askus@appointmentcore.com) for more information.

Highlights:

 

  • Integrates with Infusionsoft via connector or Zapier
  • Syncs with Infusionsoft, Google, Outlook, Office 365, and iCal calendars
  • Connects with GoToMeeting, Zoom, and Webex
  • Integrates with MailChimp via Zapier
  • Offers a 14-day free trial
  • Pricing starts at $9 USD per month (without Infusionsoft integration)

How ScheduleOnce Works:

As mentioned earlier, ScheduleOnce works much like AppointmentCore. Simply set your availability, share it with your contact for them to choose a time slot, and the booking is made, complete with confirmation and reminders. However, there won’t be a GoToMeeting invite or Infusionsoft integration with the basic plan.

How does ScheduleOnce integrate with Infusionsoft?

ScheduleOnce offers similar integrations with Infusionsoft as AppointmentCore through its connector or alternatively, through Zapier. The connector is not included in their basic plan and unfortunately, the free version of Zapier doesn’t integrate with Infusionsoft at all. Possibly worse yet, Zapier can be a little finicky and setting up the integration gets tricky. More information on how ScheduleOnce integrates with Infusionsoft can be found here. 

And those nifty features?

ScheduleOnce offers similar additional features as AppointmentCore through its connector (on the professional and enterprise plans) though there may be slight differences in their functionality. Again, Zapier’s integration with Infusionsoft isn’t ideal but we’ll look at it a little closer with our next candidate.

One additional feature ScheduleOnce does seem to offer over AppointmentCore is that it provides detailed reports on booking activity.

What are others saying about ScheduleOnce?

You’ve heard our input. Perhaps you want to know what somebody else thinks. Click here to see what the folks at Capterra are saying about ScheduleOnce.

And the price tag?

When it comes to pricing it should be noted that ScheduleOnce bases their prices on the features/functionality offered. A basic plan is $9 USD per month, while a professional plan is $19, and an enterprise plan is $39. They do offer discounted annual rates as well as a 14-day free trial. You can take a closer like at their plans here.


Highlights:

 

  •  Integrates with Infusionsoft via Zapier
  • Syncs with Google, Outlook, Office 365, and iCal calendars
  • Connects with GoToMeeting, Zoom, and Webex via Zapier
  • Integrates with MailChimp via Zapier
  • Offers a 14-day free trial
  • A basic plan is FREE (with limited features)

How Calendly works:

Booking with Calendly works the same as AppointmentCore and ScheduleOnce but again, many of the features and functionality, such as Infusionsoft integration, won’t be available with the basic plan. You’ll need additional software (Zapier) for integrations. Zapier pricing information can be found here though Calendly does include it in their premium and pro plans.

How does Calendly integrate with Infusionsoft?

Calendly itself doesn’t integrate with Infusionsoft without Zapier,

Here are a few examples of how Calendly, via Zapier, integrates with Infusionsoft:

  • Create, update, or tag existing Infusionsoft contacts from new Calendly meetings.
  • Add or update active campaign contacts for new Calendly invites.
  • Use Facebook Lead ads leads to create or update Infusionsoft contacts.
  • Add MailChimp subscribers, Teachable users, Zoom registrants, and more to Infusionsoft contacts.

Nifty features?

While we’ve admitted to not being the hugest fans of Zapier, Calendly does have some cool features:

  • Auto-assigned meetings which work much like the functionality of AppointmentCore and ScheduleOnce. A contact schedules a time and the appointment is automatically assigned to whichever team member is available.
  •  SMS notifications.
  • A variety of other features, such as integration with Slack, via Zapier.

What are others saying about Calendly?

Want to hear about it from somebody else? Click here for reviews on Calendly.

And the price tag?

As with ScheduleOnce, Calendly pricing is related to the features and functionality offered. It starts with a free basic account and premium accounts start at $8 USD per month, while Pro accounts are $12 per month.

Want the basic bottom line?

So here’s the gist of it all: while these three appointment booking software platforms have similar functionality, the best one for your organization is really dependent on what you need it to do. If Infusionsoft integration is a top priority, AppointmentCore, is likely your best option. Calendly seems to offer the least in terms of Infusionsoft integration but does offer other features and functionality that may suit your needs. ScheduleOnce, on the other hand, falls nicely in the middle of the two if opting for the professional or enterprise plan.

Have you used any of these appointment booking software platforms? Feel free to let us know your thoughts in the comments!

Leave a Comment

Your email address will not be published. Required fields are marked *