ClientPoint Schedule is more than a scheduling tool—it’s a versatile, interactive platform that can double as a multimedia advertising portal and virtual office. By embedding marketing materials directly into the ClientPoint Schedule link, businesses can offer an engaging experience for clients and prospects, combining scheduling with on-demand access to branded content.
Setting Up Your ClientPoint Schedule
To leverage ClientPoint Schedule effectively, start by setting up and activating your ClientPoint Schedule link. For detailed instructions, please refer to the ClientPoint Knowledge Base.
Steps to Transform Your Schedule Link into a Multimedia Advertising Portal
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Activate the ClientPoint Schedule Link
Ensure your ClientPoint Schedule is active and ready for customization. -
Edit Your ClientPoint Schedule
Click on “Edit” in your ClientPoint Schedule settings. This will allow you to personalize the page with relevant materials for your audience.
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Upload Marketing and Content Files
Under the “Files” section, upload your company’s marketing assets, such as brochures, videos, case studies, or any multimedia content that adds value for your visitors. This feature turns your schedule link into a dynamic content portal, where clients can easily view resources alongside scheduling a meeting.
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Add the Schedule Link to Your Email Signature
Copy your ClientPoint Schedule link and embed it in your business email signature. Label it as “Schedule a Meeting” or customize it to reflect the broader functionality, such as “Visit My Virtual Office.” This provides clients with one-click access to both scheduling and marketing materials, streamlining their interaction with your brand.