The entire process takes just a few minutes and can be summarized as follows:
1. Enable Cal
From your workspace settings, navigate to the Integration tab. There, you'll find the option to activate Cal, our trusted partner for managing call scheduling. Click Enable to activate the feature and begin configuring your call booking system.
2. Explore the Booking Options
Once enabled, you’ll see a new Booking option on the top left of your SnapCall dashboard. Clicking it will open a submenu with several key features:
All Bookings – View all scheduled calls made through your Public Page, organized by status.
Appointments Overview – Set up different appointment types (e.g., “Call with the French Team” or “Call with the Polish Team”) to offer customers a tailored booking experience.
Availability – Define your team’s standard working hours, ensuring calls aren’t scheduled outside business hours or during holidays.
Calendar Connection – Sync SnapCall with Google, Outlook, or Apple Calendar so that booked slots are automatically reflected in your availability.
3. Create an Appointment
To provide customers with booking options, you’ll need to create appointments. While there are various customization options, the most important ones include:
Duration – Set a fixed duration or allow customers to choose the length of the call.
Availability – Specify when customers can schedule a call and apply predefined availability settings.
Offer Seats (Advanced Tab) – Allow multiple bookings for the same time slot—ideal for team-wide availability.
Once you've configured the details, click Save.
4. Publish Your Appointments
Go to Apps and Tools and select Public Page. Enable the Call Scheduling feature by dragging it to the "Enabled" tab.
Next, click the settings wheel on the right side of the Call Scheduling feature. A pop-up menu will appear—here, enable all the appointments you want to make visible to customers. Finally, close the menu and save your changes in the top right corner of the screen.
5. Bookings are received as a ticket in your CRM
When a customer books a call through an appointment on your Public Page, a new ticket will automatically be created in your connected CRM. This allows your team to manage the request directly within the CRM and enables your admin to build automations, such as sending email reminders to customers as the call time approaches.
By default, SnapCall does not send reminders or email notifications when a call is scheduled. However, you can configure automations within your CRM to handle these notifications as needed.
You're all set! Your customers can now easily schedule calls with your team. 🚀