How To Create and Automate Appointments In Infusionsoft
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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.
1.8 (2 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
34 students enrolled
Created by Jessica Maes
Last updated 5/2015
English
Current price: $10 Original price: $50 Discount: 80% off
1 day left at this price!
30-Day Money-Back Guarantee
Includes:
  • 1 hour on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What Will I Learn?
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
View Curriculum
Requirements
  • Access to an Infusionsoft application.
  • Basic knowledge of the Infusionsoft software.
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!

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.
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Curriculum For This Course
Expand All 17 Lectures Collapse All 17 Lectures 01:08:50
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Introduction
2 Lectures 03:43

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

Preview 02:10

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

Preview 01:33
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Understanding Appointments In Infusionsoft
3 Lectures 12:40

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

Preview 02:35

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

Preview 04:25

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

Preview 05:40

Appointments Overview Quiz
3 questions
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Implementing The Create An Appointment Action Set In Infusionsoft
8 Lectures 39:43

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

Creating Your Appointment Strategy
04:06

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

Planning For Cancels, Reschedules, and No Shows
04:13

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

Creating Your Appointment Campaign In Campaign Builder
06:42

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

Creating The Necessary Custom Fields
04:12

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

Setting Up The Create An Appoointment Action Set
05:30

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

Implementing Your Appointment Campaign In Campaign Builder
08:13

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

Testing Your Appointment Campaign In Campaign Builder
04:18

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

Launching Your Appointment Campaign
02:29

Implementing The Create An Appointment Action Set Quiz
3 questions
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Tips and Tricks
2 Lectures 08:49

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

Adding Multiple Users To Your Appointment Campaign
06:22

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

Reviewing The User Notification Email and Calendar Link
02:27
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Conclusion
2 Lectures 03:55

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

Revisting Your Create An Appointment Action Set Checklist
01:11

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

Wrap Up - What's Next For You?
02:44
About the Instructor
Jessica Maes
4.4 Average rating
55 Reviews
1,395 Students
4 Courses
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!