How to activate Appointment Schedulers in AMS+

This article explains how to enable Appointment Scheduling in AMS+ by setting up your agency's short account name.

For more on Appointment Schedulers, including training and related resources, see this feature overview.

Requirements

You must be logged into AMS+ as an Agency User.
You must be assigned to a Security Group with the Manage User and Sales Enablement Visible permissions.

How to activate Appointment Scheduling

Go to My Agency Settings.
Find and open the Appointment Scheduling setting.
In the Short Human Readable Account Name field, enter a short name for your agency.: Use only lowercase letters, numbers, and dashes (e.g., "my-agency-name"). This name appears in all scheduler URLs.
Select the Save Name button.: You can now create Appointment Schedulers in AMS+. Also, the short account name will appear in all scheduler URLs.

When you create an Appointment Scheduler, the short account name appears the scheduler’s URLs.

Screenshot showing where the short account name appears in an Appointment Scheduler URL

Note: To change the short account name after it has been saved, contact the Support Team for assistance.