Tips and best practices for AMS+ Appointment Schedulers

Note for Enhanced Records accounts: This article references the Sales Enablement Visible permission. This does not apply to your account. You can check your account's subscription package on the Subscription page.

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.
• You must be assigned to a Security Group with the Sales Enablement Visible permission permission to access your assigned Appointment Schedulers from My Account.
  • Optional:
    • You can access all Appointment Schedulers across the agency if you’re assigned to a Security Group with the Manage Users and Sales Enablement Visible permissions.
    • You must be assigned to at least one Appointment Scheduler. Learn more.

Tips for sharing Appointment Scheduler links

• 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 from or ACA Consent to Contact form creation to streamline compliance workflows.