Connecting Your Exchange Calendar to Clientping

Connecting Your Exchange Calendar to Clientping

Tom Jensen on Mar 18, 2022

Connecting Your Exchange Calendar to Clientping

Connecting your Exchange calendar is simple. Once connected, Clientping will watch your calendar for upcoming appointments, send text message reminders, and allow your clients to confirm. Eliminate no-shows and take charge of your schedule!

1. Create a Clientping account

Register for a Clientping account here. You'll be prompted to enter a credit card and choose a subscription. You will not be billed, however, unless you decide to keep your account. You'll have seven days to try out Clientping, and there is a great big cancel button if you decide not to proceed. No calls necessary.

2. Enter your business details

Clientping will prompt you to enter your business name, main phone number, and timezone.

Clientping business settings

3. Choose your phone number

Next, Clientping will ask you to choose a phone number. This is the phone number your text messages will come from. This number will be yours and yours alone. Select the number you'd like, and click "select."

Choose phone number

4. Connect your Exchange calendar

You'll be presented with "add calendar" screen, simply click the Exchange calendar button to proceed.

Choose Exchange calendar

5. Enter your Exchange account details

Enter your Microsoft Exchange email address and password, and then click "connect." If your Exchange settings can be detected, you are logged in, and you can proceed to the next step.

Exchange autodiscover

If your exchange settings couldn't be detected, click on "set up your account manually." You'll be presented with fields to enter you Exchange server address, username, and password. Enter the details and click "connect."

Exchange manual setup

8. Enable your calendar

You'll now be shown your calendar settings. To turn on reminders, click the "enable" toggle to activate monitoring. By default, Clientping will remind your clients a day before the appointment, allow them to confirm by texting back "YES", or decline by texting back "NO". When a client declines, you'll receive an email at your notification email address with the contact details of the client and appointment so you can reschedule etc. If you'd like to change the time when reminders are sent, or change the text messages your clients receive, you can do so by clicking the "messages" menu item and the top center of the screen.

Google calendar settings

Congratulations! You have now connected your Exchange calendar! Clientping will take it from here!