The Appointments feature allows Index subscribers to share their business calendars with customers to easily schedule appointments based on availability.
In this article, you will learn about the Appointments feature & how to connect your calendar.
- Supported Calendars
- Setting up Appointments/Linking your calendar
The following calendars are supported for use with your Index subscription:
- Google (iOS and Android users)
- Apple iCloud (iOS users only)
- 3rd party calendaring tools (i.e. Calendly, etc)
Setting Up Appointments / Linking Your Calendar
In order to use the Appointments feature, you will need to select a calendar to link so that your customers can view your availability and schedule appointments.
Initial Set-Up (for all calendars)
Follow these setup steps before linking your calendar (or adding your current calendaring tool).
- Index Settings.
- Under Tools, tap Appointments (SET UP)
- Tap the Get Started button.
- On the next screen, you'll have two options. Select which applies:
"I already have a scheduling solution"
If you have a 3rd party calendar tool at this time and already have the ability to share your booking link with clients, you can add that link to Index so you can easily share it from the Index menu.
Here's how to add your booking link to Index:
- Follow steps 1-4 above, then enter/paste the special booking link from your current calendar tool.
- Tap Save.
"I need a scheduling solution"
If you have a calendar that you use for your business and want to create a booking link to send to your clients, choose your calendar below and follow the instructions.
Important: You can only have one calendar connected to the Appointments feature at a time.
Index Android and iOS subscribers have the option to link their Google business calendar with the Appointments feature. Here's how:
- Follow the setup steps above.
- Select Google calendar.
- Then, on the Connect with Google screen, enter the email that is associated with your calendar for booking appointments.
- Tap the Sign in with Google button.
- Select the Google account that contains your calendar.
- On the next screen, you will see the permissions that Nylas (our calendar tool) needs for your Google calendar.
- After that, you should see a "Your Calendar is Connected" pop-up confirming you have successfully linked your Google calendar with the Appointments feature.
Apple iCloud Calendar
iOS users can now link their Apple iCloud calendar with the Appointments feature. To link your iCloud calendar:
- Follow the setup steps above.
- Select Apple iCloud calendar.
- Then, on the connect with iCloud screen, enter the email associated with your iCloud/Apple calendar (this is likely your Apple ID email).
- Tap Continue.
- Next, create an app-specific password to connect with Apple iCloud. (this is required)
- Go to my Apple Account = select this if you need to create a password now.
If you have already created an app-specific password via Apple (not likely), select "I have an app-specific password" & enter the 16-digit code. If you need a password, follow the steps below.
#1: To create a NEW app-specific password for Index:
If you have not yet created an app-specific password for Index per Apple's requirements and need to create one at this time:
- Select "Go to my Apple account" (seen in step 5 above).
- If using a computer, sign into your Apple ID account.
- On the Apple ID screen, select Sign In and Enter your Apple ID and password (or use face ID or touch ID is currently enabled on your device to sign into your Apple ID).
- Enter the 6-digit authentication that was texted to you (if prompted).
- Once logged in to your Apple account, scroll down & tap “App-Specific Passwords” to open.
- A list of app-specific passwords will display (if you have created ones in the past).
- Tap the + icon or select "Generate an app-specific password."
- Create a unique password, then tap Create.
- Next, on the "Confirm Your Password" screen, enter your Apple ID password > Continue. (This is required before you can receive your app-specific password.)
- You will then receive your generated 16-digit password.
- Important: Save this password before you proceed (write it down, or copy/paste it) as you will need it in the next steps. It will not be accessible again through iCloud unless you create another one.
- Go back to the Index app.
- Select "I have an app-specific password" (since you just created one).
- On the Login with iCloud mail screen, enter the 16-digit app-specific password you were given.
- Tap Log in.
- Tip: If you receive an error when trying to log in, try removing the dashes from the password (if you used the copy/paste method) and see if that allows you to log in.
- After that, you should see a "Your Calendar is Connected" screen and a prompt to "Add a scheduling page"
Your iCloud calendar is now connected with the Appointments feature and you can start creating your appointment types.
#2: I already have an app-specific password:
If you already created an app-specific password for Index (not as likely):
- Select "I have an app-specific password" (seen above).
- Enter your email and app-specific password for Index.
- Tap "Log in"
- Your iCloud calendar is now connected with the Appointments feature and you can start creating your appointment types.
Note: This is not the password you use to sign in to Index, but rather, the app-specific password you created specifically for Apple to use with the Index app.