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How to create an Appointment Scheduler in AMS+

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 create Appointment Schedulers in AMS+, either from My Agency Settings or My Account, and how to assign users to them.

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

Requirements

  • Appointment Schedulers must be activated in My Agency Settings. Learn more.
  • To add, edit, or delete Appointment Schedulers:
    • From My Agency Settings:
      • You must be logged into AMS+ as an Agency User.
      • You must be assigned to a Security Group with the Manage Users permission.
    • From My Account:
      • You must be logged into AMS+ as an Agency User or Agent CRM User.
  • To include a Scope of Appointment (SOA) form:
    • Scope of Appointments must be enabled in My Agency Settings. Learn more.
  • To include an ACA Consent to Contact form:
    • ACA Consent to Contact must be enabled in My Agency Settings. Learn more.

How to create an Appointment Scheduler from My Agency Settings

Only Agency Users with the appropriate permissions can create schedulers from My Agency Settings. Schedulers created here can be assigned to any user in the agency.

Go to My Agency Settings.

Screenshot showing how to navigate to settings

Find and open the Appointment Scheduling setting, then select the ADD NEW SCHEDULE button.

Screenshot showing how to add a new Appointment Scheduler

Check the Appointment Schedule Enabled checkbox (if it isn't already) and set the Appointment Length (e.g., 15, 30, or 60 minutes).

Appointment slots on the scheduler will be shown in this increment (e.g., 8:30 AM, 9:00 AM, 9:30 AM).
Screenshot highlighting the Appointment Schedule Enabled and Appointment Length fields

Set the default Activity Type for Activities created by the scheduler.

Screenshot showing the scheduler's Activity Type
Note: To prevent double-booking, select an Activity Type that is assigned to the "Appointment" category. Learn how to assign an Activity Type to the "Appointment" category.

Screenshot showing Activity Types assigned to the Appointment category

Set the default Activity Status (e.g., "Not Started", "In Progress") for Activities created by the scheduler.

Screenshot showing the scheduler's Activity Status

Set the First Appointment Start Time and Last Appointment End Time.

This indicates your availability throughout the day.
Screenshot showing the scheduler's start and end times

Select the Days of the Week (i.e., Sunday through Saturday) the schedule will be available.

Screenshot showing the days that are available in the scheduler

Enter the Number of Days to Schedule for your calendar (e.g., "14" to allow appointments up to 14 days in advance).

Screenshot showing the available number of days to display in the scheduler

Set the Days Before First Appointment buffer (e.g., "2" for CMS 48-hour compliance).

Screenshot showing the number of days before the appointment for the scheduler

Create the Calendar Link (e.g., "johndoe" or "openenrollmentreview").

Note: Spaces and special characters aren't allowed.
Screenshot showing the scheduler's calendar link

(Optional) Add a short description in the Sales Blurb.

Screenshot showing the scheduler's optional sales blurb

(Optional) Provide meeting instructions in the Instructions field.

Screenshot showing the scheduler's optional meeting instructions

(Optional) Add a URL to the Confirmation/Thank You Page field for appointment confirmation or redirection.

If you don't already have a confirmation or thank you landing page, you can create one in AMS+. Learn how to make a landing page.
Screenshot showing the scheduler's optional confirmation or thank you page

Assign the Appointment Scheduler to one or more AMS+ users.

Screenshot showing the scheduler's assigned user

(Optional) Add custom fields to collect information on the appointment request form.

Fields are pulled from your Analytic Tables and can be marked as required.
Screenshot showing the scheduler's optional Analytic Tables for gathering additional information on the scheduler form

(Optional) Enable automatic SOA form or ACA Consent to Contact form creation.

This will trigger a request form immediately after a lead/client submits an appointment. Ensure your SOA or ACA settings are configured beforehand.
Screenshot showing the optional ACA Consent and SOA checkboxes that will automatically create these disclosures if enabled

How to create an Appointment Scheduler from My Account

Agency Users and Agent CRM Users can also create schedulers from their own account. These schedulers are only available to the user who creates them.

Go to My Account.

profile-menu-navigation_my-account.png

Navigate to the Appointment Scheduling tab.

Screenshot showing where to add Appointment Schedulers at the user level

If your agency has already assigned an Appointment Scheduler to you, tap the 'ADD NEW SCHEDULE' button. Otherwise, complete the scheduler fields directly.
Follow the same setup steps as described above to create the scheduler.

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

To access Appointment Scheduling settings, you must be assigned to a Security Group with the Sales Enablement Visible permission. This applies to both paths:

  • My Agency Settings: Required in addition to the Manage Users permission.
  • My Account: Required to access the Appointment Scheduling tab.

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