A personalized booking link lets you:
Accept appointments without back-and-forth scheduling.
Send clients to a branded, professional scheduling page.
Embed it in emails, bios, landing pages, or SMS.
Track calendar performance and lead sources when used with custom parameters.
Go to your CRM Notary Success login page. https://crm.notarysuccesspath.com/
Enter your email and password to access the dashboard.
In the left-hand menu, click Calendars (under the CRM & Email section).
You’ll see a list of all your created calendars.
Find the calendar you want to share.
Click the share icon menu next to the calendar you want to share.
Select “Share Calendar Link” or “Copy Link” (depending on your interface).
A modal or popup will appear with your personalized calendar URL.
Click Copy to save the link to your clipboard.
Before sharing:
Paste your link into a new browser tab.
Go through the booking process as if you were a client.
Ensure your calendar displays correctly and that time slots are available.
Confirm that you received the test appointment notification.
