How to set up Appointments

The Appointments feature lets you easily share your business calendar link with customers via text.

Note: You must have a 3rd party calendar solution to use this feature (e.g. Calendly, Zoom, Google Meet, etc). Index does not offer a custom scheduling or appointment management solution.

--Tab Names--

• iOS
• Android
• Web

--Tab 1 Start--

1. View Index Settings. 
2. Tap Appointments (Setup)
3. Tap Continue. 
4. In the "Appointments Message" box, you can enter a custom message (or leave the default one as-is)
   • This message will display along with the calendar link as a text message. 
5. In the "Appointments Link" box, enter (or paste) your calendar booking link.
   • Examples: Calendly, Zoom, Google Meet, etc. 
6. When complete, tap "Save"

Note: If you enter an invalid link, you'll receive an error message and cannot save until you correct the link. 

--Tab 1 End--

--Tab 2 Start--

1. View Index Settings. 
2. Tap Appointments (Setup)
3. Tap Continue. 
4. In the "Appointments Link" box, enter (or paste) your calendar booking link.
   • Examples: Calendly, Zoom, Google Meet, etc. 
5. When complete, tap "Save"

Note: If you enter an invalid link, you'll receive an error message and cannot save until you correct the link. 

--Tab 2 End--

--Tab 3 Start--

Tip: If you've previously set up Appointments but want to update your calendar link, click the drop-down arrow to view Settings > click Appointments > input your new link > Save.  

To set up Appointments:

1. Click the (Appointments icon) on the bottom toolbar within the conversation. 
2. Tap Continue. 
3. In the "Appointments Message" box, you can enter a custom message (or leave the default one as-is)
   • This message will display along with the calendar link as a text message. 
4. In the "Appointments Link" box, enter (or paste) your calendar booking link.
   • Examples: Calendly, Zoom, Google Meet, etc. 
5. When complete, tap "Save"

--Tab 3 End--