With our latest enhancement, we’ve recently upgraded to a new Email API version to ensure optimal performance for your email, calendar, and scheduling services. With this update, scheduler links have been updated to a new format that you should take note of.
Use Case: Latest version for the Email API will result in faster response times and more reliable scheduling services, significantly enhancing overall user satisfaction.
Note: If you already have scheduler links and used them in the emails, signatures, campaigns, etc, please copy the new link and update it wherever you’re using the old scheduler link or have added the old scheduler URL, you’ll need to replace it with the new link and update in all the places where the old link was shared or embedded.
But, if you’re using scheduler tags in templates, signatures, campaigns, pipeline automation, or SCD, no changes are necessary within InsuredMine. The updated scheduler tags will be automatically retrieved and will continue to function as expected.
Why It's Important?:
- The new scheduler link in v3 API offers improved performance. Using the updated link ensures that agents benefit from the latest updates and functionalities.
- Keeping all links updated will maintain consistency across platforms, preventing any confusion for clients or users trying to access the scheduler.
- Using the old links may lead to errors or issues that can affect scheduling efficiency and client interactions.
What Agents Need to Do?
1.Copy the New Link: Agents must access the new version of the scheduler and copy the updated link provided.
2. Update Existing Links: Review all previous instances where the old scheduler link was used this includes emails, websites, and any other platforms and replace them with the new link.
3. Test the New Link: After updating, it’s important to test the new links to ensure they function correctly and provide the expected user experience.
What has been Changed?
A new and more improved UI for creating scheduler links.
Old Format Scheduler Page (UI):
New Format Scheduler Page (UI):
How to Generate a Scheduler Link?
- Navigate to the Calender Module.
- Then, click on Scheduler.
- A pop-up window will appear, allowing you to create and manage Scheduler Links to easily share your real-time calendar availability with prospects and clients.
- If you have no scheduled events available on the scheduler page as shown in the above image, click to ‘Create New.’
- Add the Event Information details such as Title, Duration, Meeting or Location.
- Then click, Create.
- You will be redirected to the next page, where you can fill in any additional details if needed.
- Click Save Changes.
- After saving, the created scheduler list will be visible on this page.
- The created scheduler is listed as shown in the image above. Click the three dots and select Preview to review it.
- Once you click on Preview, you will see the date and time, which you can send to the client for booking based on their availability.
How to Copy New Scheduler Links and
- Next, once you have scheduled the event on the page, copy the scheduler link to share it.
- Copy the new link and update it wherever you’re using the old scheduler link or have added the old scheduler URL, you’ll need to replace it with the new link and update in all the places where the old link was shared or embedded.
- After you have shared the link, the client will need to click on it and book a meeting based on their availability, as shown above.
- Next, they need to enter the name, email, and any guest details if any, then click “Book Now.”
- An email confirmation will be received at the provided email address, which can later be canceled or rescheduled based on availability and preferences.
