Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.
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 Users permission.
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 in the scheduler's URLs.
Note: To change the short account name after it has been saved, contact the Support Team for assistance.
Legacy components
The following content applies only to accounts still using Sales Records. If you're unsure whether this applies to you, check your subscription package on the Subscription page. Accounts on Enhanced Records will show a package type that includes "+ Enhanced Records" (e.g., Accelerate + Enhanced Records). If your package does not include "+ Enhanced Records," this section applies to you.
Legacy components in this section:
- Sales Enablement Visible permission — accounts using Sales Records
Sales Enablement Visible permission
To access Appointment Scheduling settings, you must be assigned to a Security Group with the Sales Enablement Visible permission.