Tips and best practices for AMS+ Appointment Schedulers

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.