How To Create and Automate Appointments In Infusionsoft

Learn how to create and automate appointments in Infusionsoft without the use of ANY additional scheduling software.
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Instructed by Jessica Maes IT & Software / Other
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  • Lectures 17
  • Length 1 hour
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 5/2015 English

Course Description

Time is money. Creating a system using your Infusionsoft application to create appointments and automate confirmation and reminders of the appointment can save you and your team time and resources.

There is a way to do this in Infusionsoft that does not require using additional software plug ins. Many customers do not know about this functionality. In this course you will learn exactly how to implement this functionality in your Infusionsoft application.

If you are interested in recording appointments in Contact records in Infusionsoft, this course is for you.

If you would like to automatically send an appointment notification to a member of your team to alert them of an appointment, this course is for you.

If you would like to automate sending appointment confirmations and reminders to contacts, this course is for you.

If you want to incorporate a 3rd party scheduling software into your process, this couse is not for you.

There are 17 lectures and over 1 hour of content in this course!

What are the requirements?

  • Access to an Infusionsoft application.
  • Basic knowledge of the Infusionsoft software.

What am I going to get from this course?

  • Automate Appointment Confirmations and Reminders In Infusionsoft
  • Automate Appointment Confirmations and Reminders Without Needing a 3rd Party Scheduling Software
  • Create A System Around Scheduling and Rescheduling Appointments In Infusionsoft

Who is the target audience?

  • This Infusionsoft course is meant for software customers and/or users who are interested in automating appointments in Infusionsoft with no additional software.
  • This course is not for Infusionsoft customers and/or users who want to create a process for scheduling appointments that includes using a 3rd party scheduling software.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction

Get to know your course intructor's level of Infusionsoft expertise.


Discover what you will be able to do after completing this course (and implementing what is taught in your own Infusionsoft application).

Section 2: Understanding Appointments In Infusionsoft

Discover the reasons customer's implement this strategy in Infusionsoft decide if it would be useful in your business.


Discover examples of customers who have success with this Infusionsoft strategy.


Learn more about Appointments set up and stored inside an Infusionsoft application.

Appointments Overview Quiz
3 questions
Section 3: Implementing The Create An Appointment Action Set In Infusionsoft

Steps for creating an Appointment strategy before you start building in your Infusionsoft application.


Tips and things to consider as you build your Infusionsoft Appointment strategy.


Once you have created an Infusionsoft Appointment strategy you will want to set up your Appointment campaign in Campaign Builder.


Steps for creating the necessary custom contact fields for your Appointment strategy.


Steps for creating the necessary Action Set(s) for your Appointment strategy.


Steps for implementing your campaign for your Appointment strategy in Campaign Builder.


Steps for testing your campaign for your Appointment strategy in Campaign Builder.


Discussion about launching (using) your Appointment strategy in Campaign Builder.

Implementing The Create An Appointment Action Set Quiz
3 questions
Section 4: Tips and Tricks

Steps for setting up multiple users in your Appointment strategy in Campaign Builder.


An overview of the notification email that is sent to Infusionsoft users when they have a new appointment scheduled.

Section 5: Conclusion

Review the Create An Appointment Action Set Implementation Checklist. This checklist is included in Section 1 of this course.


Course wrap up and other things to consider as you continue working in your Infusionsoft application.

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Instructor Biography

Jessica Maes, Writer, Infusionsoft Trainer, Marketing Consultant

I have been a small business owner for over 10 years. Working from home, part time, and nearly exclusively online, I have gone from billing $80/month to $8000/month and beyond. My "secret sauce" has been to "stand out from the crowd" as an industry expert.

This doesn't happen overnight!

Being an industry and thought leader requires mastering your industry, publishing an eBook on your area of expertise as your "calling card", and connecting with your audience in a big way. I published my first book in 2007 and to date have written and published 6 eBooks on Amazon.

In addition to writing and publishing 6 books on Amazon, I write a popular blog for Infusionsoft software users. There are over 4000 visits to this blog every month and readers learn tips and how-tos for using this email marketing software.

In addition to writing and publishing eBooks and blogging, I am a highly sought after software trainer and online marketing consultant. I specialize in training and consulting on the marketing automation software Infusionsoft - a sales and marketing automation software used by over 25000 businesses worldwide.

Would you like to stand out in your crowd and connect with your audience in a big way? My Udemy classes are designed with this goal in mind. I want to help you succeed in a fraction of the time it took me. I have been there, done that, and now it's time to share the secrets!

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