Add Appointment Scheduling to Your Website

There's nothing more frustrating than spending days emailing clients back and forth to find a time to meet. You should spend your valuable time building your business and speaking with clients, not constant appointment scheduling. 

Our integrations with booking pages like Great AEP and Calendly take the pain out of scheduling. 

Add Appointment Scheduling with Great AEP

You can easily add your Great AEP scheduling page to your AgentMethods website to let website visitors schedule an appointment with you. That's right– no more emailing back and forth to set an appointment time! 

You can: 

• Automatically capture lead information
• Schedule with them 
• Have your lead complete and store an SOA form prior to your appointment 

Below, we'll walk you through how to easily set up appointment scheduling on your AgentMethods website. 

Step 1: Copy Your Campaign Great AEP Embed Code 

Start by logging into your Great AEP account . 

Click the  Campaigns tab in the top navigation. 

Find the campaign you'd like to embed on your website, then click it to view the campaign. 

Scroll to the bottom of the campaign page, and find the box titled  Embed Booking Page. Copy the text in the box. 

Want to embed your main, top-level booking page instead? Head to the Profile tab of your Great AEP account. 

From the profile page, find the section titled Embed Top Booking Page. Copy the embed code in the box below. 

Step 2: Add Your Embed Code to AgentMethods

Once you have your embed code, head back to the AgentMethods platform. 

Click on the  Website tab, then click the green Manage Pages button. 

Find the website section that you'd like to add a page to. Then, click the black Add Blank Page button to create your page. 

Input the page settings for your new page (title, description, etc), then click the green Save button to save your changes. 

If you'd prefer to input these details later, click Cancel instead. 

On your blank page, click the + New Component box. 

A list of components will appear. Click the Text Box component and select one of the text box styles that appear (it doesn't matter which style you choose, you'll delete the text anyways). 

Your text box will now appear on your blank page. Use the text editor to delete all of the text inside of the box. 

Next, click the Embed icon on the text formatting box. 

A pop-up will appear. Click the Embed tab, and insert your copied embed code in the box. 

Then, click the green Save button to save your changes. 

Your embedded scheduling page will now populate on your new page. Don't forget to click the green Publish button to publish your changes! 

Your new scheduling page is now active. You can link to this page from any place on your website to direct leads to schedule with you. 

Add Appointment Scheduling with Calendly

While it lacks the additional features of Great AEP, you can also embed a Calendly calendar on your website. This allows prospects to automatically book a time to meet with you without endless phone calls and emails. 

Click here for a guide on how to embed Calendly on your AgentMethods website