Automate Your Appointment Booking Process with InstaFunnels

Photo Credits: Scott Graham

Handling customer appointments online can be tedious and it requires a lot of work for every customer, starting from booking a time slot until the after-sales service itself. Therefore, this blog will show you how you can automate the appointment booking process with InstaFunnels.

If you combine this with email automation for follow up, you can save up a lot of time to let yourself focus on what matters in your business. You can watch my video tutorial here if you don’t like to read a lot.

Guidelines

If you are still new to the interface itself, I recommend you to go back to my previous few blogs which I list right below.

1. Building A Landing Page using InstaFunnels
2. Improve Your Sales with Upsell/OTO Offers in your InstaFunnels Landing Page

The first step is to plan your funnel layout for your appointment funnel itself. You got to make sure your content flow makes sense before you insert the calendar widget. Also, your spacing has to be proportionate to make your landing page easy to read and navigate around.

A sample landing page I created just for demo purposes. This is how the calendar widget looks like.

Before I dive deep to explain the calendar widget settings in the builder, let’s focus on the pre-requisite settings you need to complete to use this widget properly. First of all, we will need a Form Builder which can be found in the navigation bar on the left side of your screen.

Follow the indicators above and click the green button to start building your form.

Add your custom form fields using drag and drop.

Some more details you need to know to further customize your form for your appointment funnel.

Once you have completed the steps, click the blue button at the bottom right corner of your screen to save the form. With the form done, let’s create our own unique calendar to integrate the form we just made.

Please follow the steps above to create the calendar you need for your appointment booking funnel.

There are 3 pages you need to review and set up to ensure the calendar works.

This section is pretty self-explanatory, I have included some captions inside to explains things better.

This section can be a bit tricky, I hope the captions here can help you out in filling this up.

The final section to set up your calendar.

Once you have completed these 3 sections, your calendar is ready to be linked into your appointment funnel. Please refer to the screenshot below to figure out how to implement it onto your funnel step.

Steps are shown in the screenshot to explain what are the things you can see when you added a calendar into your appointment funnel.

This pop up appears when you just drag a new calendar into the appointment funnel.

When you completed these last few steps, your appointment funnel is ready to be launched. Don’t forget to test the steps properly so you won’t lose potential leads due to incorrect settings on your landing page.

Conclusion

That’s all the steps I have shown on how to build an appointment funnel using InstaFunnels. If you have any questions, please feel free to leave a comment below and I am happy to help you out.

Before you go, please do not forget to check out my other publications at:-

Facebook -> https://www.facebook.com/MarketSolversIsAwesome

YouTube -> https://www.youtube.com/channel/UCgd41HgCVaMaLdvTSfRvwDA?sub_confirmation=1

Spotify -> https://open.spotify.com/show/2hLPUkmed4fMBVsrsJ3Fhe

More awesome tools -> https://www.themarketsolvers.com/softwaretools

If you have any questions, you can leave a reply below this blog or email me at support@marketsolvers.zohodesk.com. I will gladly answer your questions whenever I am free to help you guys in your journey.

Till then, take care!