Archive for the tag: Scheduling

Infusionsoft / AppointmentCore Tutorial Part 1: Scheduling Time with Prospects

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Infusionsoft and AppointmentCore together form a great combination for inviting contacts to schedule time on your calendar. The tools are nicely integrated so you can have people schedule time and have it trigger Infusionsoft campaigns or actions set to respond as needed. The number of ways you can use it is endless. You can even configure it so AppointmentCore takes a payment using Infusionsoft E-Commerce features and doesn’t allow the appointment to be scheduled until the payment is approved. Very nice.

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Jorge Lazaro Diaz is president and founder of Larry Jacob Internet Marketing. He’s an Infusionsoft Certified Consultant and a Memberium Certified Implementation Partner. He hosts his video blogs / podcasts, “Defining Infusionsoft Success” and “Transforming Small Business Thinking.”

He runs a digital marketing agency meeting the Infusionsoft membership website needs of Keap and Infusionsoft by Keap users. He and his team have developed extensive expertise building Infusionsoft powered membership sites having developed extensive expertise using systems like Memberium, AccessAlly, WPFusion, WishList Member.

Jorge and his team have a real passion for working with owner-led businesses, working to leave them feeling empowered and confident about their future.

Jorge and his team of membership site specialist can be reached at +1.305.998.6860 or via their website at www.LarryJacob.com.

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In this video, I’ll show you how to set up your KEAP CRM. If you don’t have KEAP, you can watch to see if it might be right for you.

KEAP by Infusionsoft offers a few plans.

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Check out KEAP: https://bit.ly/2TDlFAO

Also, my brothers Jeff and Paul Helvin build out KEAP / Infusionsoft funnels for real estate along with building real estate agent websites and helping with real estate marketing. 702-917-0755 | BallenBrands.com

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About Lori Ballen:

Enjoy this video from Lori Ballen: real estate agent, speaker, trainer, and 6-figure affiliate marketer. Lori has a real estate team at Keller Williams in Las Vegas, NV. Lori is a real estate coach and brings videos on KW command, Keller Williams technology.

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The new real estate agent advice and information contained on this YouTube Channel and the resources offered for download or viewing through this Channel is educational and informational purposes only.​

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Appointment Scheduling for Infusionsoft (with Acuity)

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If you are an Infusionsoft user and you need to give your customers the ability to book appointments, you’ll quickly find a handful of options that meet this need – but one tool that flies under the radar is Acuity.

I spent two days working with Lidiane Mocko, a CRM consultant and appoint integration specialist, and I walked away thinking “Why aren’t more people using this tool?”

In my opinion it’s worth a look for a few reasons – yes, it’s competitive in terms of pricing and baseline features, but also because of the cost savings you see as it scales, and because of the robust integration SchedulerLink provides between Acuity and Infusionsoft.

Another benefit of Scheduler Link is that it can pass payment details through to Infusionsoft – so if you need the ability to offer paid appointments you can do so without worrying your about making a mess of your data.

More on Acuity and SchedulerLink here:
https://mocknickapps.com/services/scheduler-link/

More on this particular integration:

Online Scheduling Made Easy


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