Tired of trading emails back and forth with your clients
when they want to schedule an appointment with you?

Together we'll set up an online scheduling system where your clients can book their own appointments!

We'll help you integrate one of these online scheduling systems into your Daylite workflow:

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youcanbookme

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calendly

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"Cynthia,

 I sent out a few emails with my Calendly link to a few very hard to connect with people I have been chasing around.

 'Ding' appointment made while I was in another meeting. 

 

Thank you , thank you, thank you!"

~ Jeffrey Moormeier, JG Moormeier Financial

⚠️ IMPORTANT NOTE

this booking form is only for a very specific flat fee service:

it's for us to work together to set up an online scheduling system that your clients can use to book time with you

For all other services and training appointments, please use this link instead

💡 don't see the date you need?

you may notice I've only opened up a few weeks worth of availability

if you need a date outside of what's showing, please let me know what date so I can open it up for you...thanks!

 
 
approximate Appointment duration. 
The duration listed on the booking section is an estimate of how long it will take to set up the Web Scheduling Service and the Zap[s] outlined below, but it could take more time depending on circumstances that may arise. We may finish in less than the estimated time, and will conclude our screenshare at that time.
what's included in the Appointment. 
This is a flat-fee service to screenshare with you to set up 1 Web Scheduling Service [hereafter, "Calendly, You Can Book Me, Acuity"] for 1 Daylite User in 1 Daylite database*, and set up Zaps to allow the Web Scheduling Service to integrate with your Daylite database.
*Integration for additional Daylite Users or Daylite databases: each additional Daylite User should book their own appointment on this page

Click this icon to share this page link with them:

The Zaps we'll create in your Zapier account that will integrate Daylite with the Web Scheduling Service are:
  • when your client books a new Web Scheduling Service appointment, create a new Daylite Appointment

  • when your client cancels their Web Scheduling Service appointment, mark the Daylite Appointment's Status as cancelled

what's not included in the Appointment. 
  • account fees imposed by the Web Scheduling Service or by other 3rd parties [eg.  Zapier]

  • Daylite User licenses

  • any other 3rd party licenses or fees

how the Appointment works. 

On your desired Appointment date and time, we will have a screenshare with you where we will be looking at your computer to complete the setup and train you on the workflow.

appointment cancellation. 

Appointment cancellations must be made at least 24 hours prior to your scheduled appointment. In the event that the cancellation is received less than 24 hours prior to the scheduled appointment or client fails to show for the appointment, 50% of the Appointment payment serves as a non-refundable late cancellation fee. 

 

Cancellations should be done by clicking the Cancel button in your Appointment confirmation email. If you can't find your confirmation email you may submit your cancellation via phone at 503-208-6239.

In the event that the client receives Blue Rock's voice mail, a cancellation message must be left. 

Warranty.

Please consult appropriate product manufacturer for information on terms and conditions of warranty. Blue Rock does not provide warranty for non-Blue Rock branded products. 

Software.

Client attests that software provided by client to Blue Rock Consulting for the purpose of installation to any client system has been lawfully acquired and purchased by client. Blue Rock assumes no liability for "pirated" software provided by client. 

 

Consequential Damages.

In no event shall Blue Rock, its subsidiaries or affiliates, or their respective officers, directors, employees, representatives or agents (collectively, "Blue Rock Consulting") be liable for special, incidental, consequential, punitive, indirect, or other special damages, including but not limited to, loss of data, use, or profits, however caused, whether for breach of contract, negligence, or otherwise, and whether or not Blue Rock has been advised of the possibility of any such damages. All clients are advised to perform backups to their systems prior to any Blue Rock service performed.

As always, thanks for your business!

Blue Rock     |     Portland Oregon USA    |     helpdesk@daylitehelp.com    |     503-208-6239

©  Blue Rock, all rights reserved.

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