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Tips and best practices for AMS+ Appointment Schedulers

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.

This article provides guidance on sharing Appointment Scheduler links and using best practices to improve scheduling efficiency and reduce no-shows in AMS+.

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.
  • You must be logged into AMS+ as an Agency User or Agent CRM User.
  • You must be assigned to at least one Appointment Scheduler. Learn more.
  • Go to My Account > Appointment Scheduling to copy links for your assigned schedulers.
    • If you have access to My Agency Settings, you can view and copy links for all of the agency's schedulers.
  • Add your scheduler link to your agency website so visitors can book appointments anytime.
  • Include the link in your email or text message signature.
  • Add the link or a QR code to printed materials like business cards or flyers.
  • Share the link in follow-ups, confirmations, or client messages.
  • Use descriptive calendar link names and meeting blurbs to clearly explain the purpose of the appointment.

Best practices for using Appointment Schedulers

  • Keep your available days and times up to date.
  • Sync your Google or Microsoft Outlook calendar with AMS+ to automatically block "busy" or "out-of-office" times.
  • Set appointment lengths that reflect your actual meeting needs (e.g., 30 or 60 minutes).
  • Add clear descriptions and instructions to prepare clients for the meeting.
  • Enable Appointment Reminders to reduce no-shows through automated email or text messages.
  • Customize the appointment request form by adding extra fields to collect needed information in advance.
  • For Medicare or ACA-related appointments, enable automatic SOA or ACA Consent to Contact form creation to streamline compliance workflows.

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 the Appointment Scheduling tab, your assigned Security Group must also have the Sales Enablement Visible permission.

To access all Appointment Schedulers across the agency from My Agency Settings, your assigned Security Group must also have the Manage Users and Sales Enablement Visible permissions.

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