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TimeFusion – General

TimeFusion Registration Info

 

TimeFusion – TimeTrade

Download the Appointment Integration Checklist

Make a printout and follow along on this checklist as you watch the videos: Appointment Integration Checklist thumb

Setting Up TimeTrade to Work With TimeFusion

TimeFusion Standard and Pro for TimeTrade—Setup

TimeFusion Unlimited for TimeTrade—Overview & Setup

Download the Slides

For quick reference, here are the “Integration” values you can use in your API Goals (note the capitalization):

  • Confirm
  • Reschedule
  • Cancel

The Call Name value will be your TimeTrade Activity name edited to remove all non alphanumeric characters. So, an Activity Name of “Let’s Meet For 30-Minutes” would be changed to “LetsMeetFor30Minutes” and used as the Call Name.

And here are the names that are included in your Custom Field names to be recognized by TimeFusion:

  • Date
  • Time
  • ApptId (the I is a capital i)
  • Response

These Custom Fields must reside under a Custom Field header that is named identically to the TimeTrade Activity name. Use copy & paste from TimeTrade when you create the Custom Field header to avoid mistakes. For the Custom Field header do not remove spaces and punctuation – that’s only required for the API Goal Call Name.

 

TimeFusion – Full Slate

Download the Appointment Integration Checklist

Make a printout and follow along on this checklist as you watch the videos: Appointment Integration Checklist thumb

Setup Full Slate to Work with TimeFusion

TimeFusion Unlimited for Full Slate —Overview & Setup

Download the Slides

For quick reference, here are the “Integration” values you can use in your API Goals (note the capitalization):

  • Confirm
  • Reschedule
  • Cancel

The Call Name value will be your Full Slate Service name edited to remove all non alphanumeric characters. So, a Service Name of “Let’s Meet For 30-Minutes” would be changed to “LetsMeetFor30Minutes” and used as the Call Name.

And here are the names that are included in your Custom Field names to be recognized by TimeFusion:

  • Date
  • Time
  • ApptId (the I is a capital i)

These Custom Fields must reside under a Custom Field header that is named identically to the Full Slate Service name. Use copy & paste from Full Slate when you create the Custom Field header to avoid mistakes.

 

TimeFusion & GoToMeeting

Integrating with GoToMeeting

TimeFusion Unlimited and TimeFusion Messenger accounts include the capability to integrate with GoToMeeting.

Here are the custom field name keywords you need to use to integrate an appointment type with GoToMeeting:

  • GoToMtgURL
  • GoToMtgID
  • GoToMtgCall

These Custom Fields must reside under a Custom Field header that is named identically to the TimeTrade Activity or Full Slate Service name.

TimeFusion will create your GoToMeeting session if your TimeFusion account has been authorized with GoToMeeting and if at least one of the custom fields is found for the appointment type you want integrated.

Use this link to download the slides used in the video.

Use the RE-SEND MY INFO form in the right column of this page to receive an email with the link you need to authorize your TimeFusion account with GoToMeetings.

 TimeFusion – Messenger

These videos specifically address the SMS features and integrating with Twilio. See the videos above if you need instructions on integration with the TimeTrade and Full Slate appointment scheduling services.

Creating an Email that Sends an SMS

Handling SMS Replies

Scheduling SMSs to Send at a Specific Time

How to Send a Single SMS

This is the same video as the one called “Creating an Email that Sends an SMS” because it demonstrates how to create a utility campaign in Infusionsoft that allows you to use an internal form to send an SMS message to a single Contact.