Now that you have the ability to give your clients a quick and easy way to book a meeting with you, how do you get that link into their hands? We understand that as a salesperson, your day is often spent on your phone, away from your desk, so logging in to Sales & Success Center to grab that booking link may not be an easily accessible option.
That’s where adding those links to your phone’s home screen can help. Creating a bookmark on your home screen gives you a one-tap portal to accessing your link, allowing you to share it with your client via either email, text, or any other chat service. It’s easy to set up, lets take a look.
How to access your meeting scheduler link
- Launch Safari on your iPhone
- Navigate to the meeting scheduler link you want to add a home screen shortcut to
How to add the link to your home screen
- Tap the share button
- Scroll through the list of actions, and tap add to home screen. (If you don’t see the action, scroll to the bottom and tap edit actions, then tap add next to the add to home screen action. You should be able to select it from the share sheet.)
IOS 12 IOS 13
- Feel free to rename the site link. This will appear beneath the icon on your home screen.
- Tap Add
IOS 12 IOS 13
You’ll now see the new shortcut appear in the next available space on your device’s home screen. With this shortcut, you can now quickly access your meeting link and share it out with your clients, allowing them to easily book a meeting with you.