Add DaySmart as your Scheduling Tool

Audience

• Active Mentors who Accept Direct Requests
• Client Intake Coordinators

Table of Contents

• How to locate your scheduling link
• How to add the scheduling link to your profile
• How to add your chapter's scheduling link **For Client Intake Coordinators only**

Locate The DaySmart Appointments Link

1) Log in to your DaySmart account at https://account.appointment-plus.com/ap/ap_admin_v2/login.php

2) Hover over the Client View at the top right corner and from drop-down, select Preview.

3) Your URL is displayed in the yellow bar. Only copy the information after .com  e.g. /dyn7zy22/

Add The Link To Your Engage Profile Page

1) Log in to Engage at https://score.force.com

2) Click My Profile from the top menu.

3) In your Engage profile page, scroll down to Mentor Request Settings section. Then,  click the pencil icon   to edit the following fields:

• Allow Clients to Self-Schedule - check this box if you want your clients to self-schedule from your bookable appointment schedule link. Checking this box will activate the next two fields below it.
• Mentoring Scheduling Tool - select from the drop down options of Calendly, DaySmart, and Google Calendar.
• Scheduling Tool URL Path - this is the field where you should add the partial link to your calendar.
• 

4) Click the Save button on the bottom of the page to finalize the changes.

For Client Intake Coordinators Only - How to Add The Chapter's Scheduling Link.

NOTE: Only proceed to follow the instructions below if you hold the CIC in Engage.

1) Locate the DaySmart URL link of your chapter calendar to copy (using the same steps above).

2) From the Engage homepage, select My Primary Chapter.

3) In the chapter's account information page, scroll down the the Scheduling Information section.

4) Click the pencil icon   to edit the following fields:

• Allow Clients to Self-Schedule - check this box if you want your clients to self-schedule from your bookable appointment schedule link. Checking this box will activate the next two fields below it.
• Mentoring Scheduling Tool - select from the drop down options of Calendly, DaySmart, and Google Calendar.
• Scheduling Tool URL Path - this is the field where you should add the partial link to the chapter's calendar.

4) Click the Save button on the bottom of the page to finalize the changes.

Relevant Resources

All About DaySmart Appointments (external link)

Getting Started with DaySmart Appointments (external link)

Customer View Overview (external link)