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ScheduleOnce 7.9 is live – Direct integration with Exchange

We are excited to announce our Exchange Integration!
Our calendar integrations have always been one of the key strengths of our platform. Over the years, we’ve heavily invested in developing the most robust native calendar integrations in the market and today we are paving the road for our competitors.

Today, we are announcing the industry’s first direct integration with Exchange via self-service. The Exchange integration supports all variations of Microsoft Exchange: On-Premise Exchange, Exchange online, Office 365, and Outlook.com.

Why only now?
You may be asking yourself, why have we waited so long to develop a direct integration with the Exchange Calendar?

So here is a brief history. A few years ago, before technology started moving to the cloud, organizations were not prepared to open up the Exchange Web Services (EWS) API used to allow external apps to connect with Exchange . They saw it as a potential security risk. This meant that the only way to connect to the Exchange Calendar was via an Outlook connector. In line with this, ScheduleOnce developed its Connector for Outlook and offered it as a solution for companies using Exchange.

The PC connector did the job, but it was not an ideal solution. The connector not only requires an installation for each user, but it also cannot be installed on a Mac, its execution is fully dependent on the health of the PC on which it’s installed, and it requires the PC to be turned on and connected to the internet.

Fast forward to 2017. We now live in a reality where cloud-based solutions are the norm and people are accustomed to being connected anywhere, anytime, from their mobile. With this reality, companies realize that they have no choice but to either move to a cloud-based solution or open up the EWS. This leads us to today, where we publicly announce our EWS-based Exchange integration.

Introducing ScheduleOnce’s Exchange Integration
It was important for us to make this integration available to businesses of all sizes. Our vision was to allow anyone to easily connect to their Exchange Calendar. For this reason, we made the conscious decision to offer this connection via self-service.

Prior to this public release of our Exchange integration, we carried out Beta testing for two months. Over 500 users connected, allowing us to test the integration with a wide range of on-premise and cloud-based Exchange servers.

Establishing the connection requires no technical knowledge and can be done in a matter of seconds. Once connected, busy times are retrieved and any bookings made via ScheduleOnce are immediately created in your calendar. Busy time can be retrieved from multiple calendars, including those created by you and shared with you.

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For more information about our Exchange integration and other new features in ScheduleOnce 7.9, please see the What’s new in version 7.9 article.

As always, if you have any questions or feedback, we would love to hear it. You can add a comment to this post or use our Contact page.

ScheduleOnce Acquires Reschedge

January 11, 2017 – We are very excited to announce that we have acquired Reschedge, the world’s best algorithmic scheduling engine for interviews. This acquisition allows us to leverage our platform to offer an end-to-end solution for interview scheduling through all phases of the talent acquisition lifecycle. We believe that Reschedge is the perfect fit to extent our offering to recruiting departments.

Recruiting the right people is essential to the success of any company in today’s fast-paced business environment. While the search for top talent has intensified, the process of coordinating interviews remains an obstacle. Hours can be spent juggling interviewer and candidate availability, lining up panel and manager interviews, reserving conference rooms and dealing with last-minute changes. This means candidates don’t see hiring managers fast enough and top talent can be stolen away.

With the acquisition of Reschedge, we are now able to provide a scheduling solution for all interview types. From preliminary screening calls and one-on-ones, to panels and all-day sequenced interviews, we can handle it all. Together, ScheduleOnce and Reschedge help get candidates in front of hiring managers faster and reduce time spent scheduling interviews by up to 95%.

You can now purchase Reschedge SaaS subscriptions directly from ScheduleOnce. If you are using ScheduleOnce for recruitment and would like to see how Reschedge can help you streamline the interview process from start to finish, please schedule a demo with us.

For more information on this acquisition please see our Press Release.

As always, if you have any questions or feedback, we would love to hear it. You can add a comment to this post or use our Contact page.

ScheduleOnce 7.8 is live – Trust Center and Custom security policies

ScheduleOnce is committed to being a trusted vendor. We believe that trust can only be built through transparency.

In ScheduleOnce 7.8, we have built a Trust Center on our website to help you understand exactly what we are doing to ensure we offer a secure and compliant scheduling solution. By providing visibility into policies, processes, and the safeguards that protect your data, we hold ourselves accountable at the highest levels. Our Trust Center outlines the four pillars of trust which our solution is built upon – Security, Privacy, Availability, Compliance – along with the fundamental guiding principle by which we operate – Transparency.

ScheduleOnce 7.8 also includes new security features. As an Enterprise user, you can now customize your account’s security setting and enforce your organizational security policies. Stricter password policies can now be implemented by increasing the minimum character length, strengthening the complexity with more character group requirements, and shortening the password expiration timeframe. Additionally, you can now choose to add a layer of security to your ScheduleOnce account by enabling the automatic lockout and short session timeout mechanisms.

For more information about this release and links to specific articles, please see the What’s new in version 7.8 article.

As always, if you have any questions or feedback, we would love to hear it. You can add a comment to this post or use our Contact page.

ScheduleOnce 7.7 is live – Cancel and reschedule bookings from Outlook and Google Calendars

Our calendar integrations have always been one of the key strengths of our platform. Over the years, we’ve invested heavily in our integrations to provide the most robust set of features in the market.

In ScheduleOnce 7.7, we are taking our Google and Outlook Calendar integrations to the next level. It is now possible to cancel or reschedule bookings directly from your Outlook or Google Calendar. When changing the meeting time in the calendar event, or deleting the event altogether, the changes will sync back to ScheduleOnce and the booking will be updated or canceled accordingly. All additional reminders, and any connected third-party apps will be updated as well.

This is extremely useful when a customer calls in and requests to cancel or reschedule a booked meeting. When on the phone with the customer, the user doesn’t need to search for the booking in ScheduleOnce. The user can simply update the booking directly in the connected calendar. This improves user productivity by allowing to make changes on the spot. In addition, it increases customer satisfaction by allowing you to provide faster service.

Please note that if you would like to use these capabilities, you will need to turn on Calendar actions in the integration page. Learn more about cancelling from Google CalendarLearn more about cancelling from Outlook Calendar

ScheduleOnce 7.7 also includes enhancements to our Infusionsoft integration, and a new Security Center.

For more information about this release and links to specific articles, please see the What’s new in version 7.7 article.

As always, if you have any questions or feedback, we would love to hear it. You can add a comment to this post or use our Contact page.

ScheduleOnce 7.6 is live – Manual refund notifications, Amazon SES support, and CSV export

We are happy to announce the release of ScheduleOnce 7.6, which contains several enhancements in various areas, including:

Notifications and credit invoices for manual refunds via ScheduleOnce: If you are using our Payment integration feature, you can now automatically generate a credit invoice and notify Users and Customers when a refund is manually issued via ScheduleOnce. You can either use our out-of-the-box default email and SMS notifications or customize your own manual refund template. These notifications ensure that all parties have been made aware of the refund and have a written record of it. Credit invoices are automatically added to email notifications.

Email from you domain – Support for Amazon SES and other SMTP mail servers: Email from your domain can now be set up with email domains that require SMTP username and password to access the server, such as Amazon SES. This new enhancement is ideal for businesses that use ScheduleOnce on a large scale and send out a high volume of notifications.

Export reports to CSV: In addition to Excel and PDF, all ScheduleOnce reports can now be exported to a CSV file. This should allow you to easily track, keep a record of, and print all reports in whichever format you desire.

As part of this release, we’ve also published new customer testimonials on our website focusing on our Salesforce, Infusionsoft, and Zapier integrations. Go to the Customers page on the ScheduleOnce website to learn how customers are leveraging ScheduleOnce to meet and exceed their business goals.

For more information about this release and links to specific articles, please see the What’s new in version 7.6 article.

As always, if you have any questions or feedback, we would love to hear it. You can add a comment to this post or use our Contact page.

ScheduleOnce 7.5 is live – Payment integration is now available!

We understand that, more often than not, bookings are directly connected to revenue. You could be a large corporation enabling customers to book paid training courses from an online catalog or to schedule paid premium support.  You could be a small business, earning your primary source of income from consultations, coaching sessions, or advisory sessions. For businesses large and small, collecting payments alongside scheduled bookings has always been a challenge. Even more challenging is managing payment activities, such as refunds or additional fees when bookings are rescheduled or canceled.

We are happy to announce that ScheduleOnce 7.5 is now live, introducing major enhancements to the ScheduleOnce platform—most notably payment integration.

ScheduleOnce has partnered with PayPal to offer payment integration through all phases of the booking lifecycle, from the initial booking through to rescheduling and cancellations. Simply connect your PayPal account and ScheduleOnce takes care of all payment activities in an automated and secure manner. Payment integration includes a robust set of features, including session package support, rescheduling fees, automatic refunds, customizable invoicing, revenue reports, and more.

Watch our Payment integration video

Learn more about payment integration

ScheduleOnce 7.5 also includes significant enhancements to cancellation and rescheduling processes, as well as improvements to session packages, additional fields available through Zapier, improvements to default notifications, and more.

For more information about this release and links to specific articles, please see the What’s new in version 7.5 article.

As always, if you have any questions or feedback, we would love to hear it. You can add a comment to this post or use our Contact page.

ScheduleOnce payment integration is just around the corner!

The release will start on Friday, August 12, at 11:00 PM Eastern Daylight Time. Because this update is so intrinsically tied into all account processes, our development team will require more downtime than usual. Expected downtime is 2-3 hours with intermittent service up to 5 hours after this.

ScheduleOnce 7.5 will introduce major enhancements to the ScheduleOnce platform, most notably payment integration. This key feature was developed in partnership with PayPal to offer payment integration throughout all phases of the booking lifecycle, including for cancellation and rescheduling.

Watch our Payment integration video

If you’d like to learn more about Payment integration we are now offering a free interactive demo session to learn about your requirements and discuss how ScheduleOnce can address your payment integration needs. Click here to schedule your free session.

ScheduleOnce 7.5 also introduces enhancements to the cancel/reschedule policy, Zapier integration, and more.

You can follow the progress of the release on our status page or our status Twitter account.
If you have any questions, please contact: support@scheduleonce.com

ScheduleOnce is live on Zapier!

On November 7, 2015 we released the ScheduleOnce connector for Zapier, opening up a wide range of integration possibilities.

We are now happy to announce the official launch of ScheduleOnce on the Zapier website. With 60+ examples of workflows (“Zaps”) and over 500 applications to integrate with, you can now instantly connect ScheduleOnce with your CRM, marketing automation, invoicing, email marketing, productivity apps and more.

When ScheduleOnce is integrated with Zapier, more than 50 ScheduleOnce field types can be used to automatically create records in your favorite apps. For example, you can build contact lists in marketing automation and email marketing apps with every new customer that makes a booking. Alternatively, you can create leads, contacts, opportunities and events in your CRM system, or open new cases and support tickets in your helpdesk apps.

You’re welcome to start making your own Zaps in the Zapier website, or jump right in with these:

Add leads to marketing lists

Capture every contact on your CRM

Get booking notifications, archive appointment data, and more

If you’re looking for additional ways to boost your lead generation, qualification and onboarding processes, go to our Zapier integration page or visit the ScheduleOnce page on the Zapier website and see all the ways it can help you make more connections with your customers

ScheduleOnce 7.4 is live – Salesforce connector improvements

It’s been six months since we first released the ScheduleOnce connector for Salesforce. We’re seeing increasing adoption and receiving good feedback from our customers. Companies using our Salesforce integration are better able to engage their customers, improve conversion rates, and increase customer satisfaction.

With ScheduleOnce 7.4, we are introducing several improvements to the ScheduleOnce connector for Salesforce. We’ve added advanced security options to support organizations with security requirements of varying levels. We’ve also improved the handling of Salesforce Record Types. These can now be managed on a booking page level, allowing a single user to accept bookings for multiple record types. Lastly, we’ve improved the performance of the connector, resulting in a more streamlined booking experience for customers.

For more information about this release and links to specific articles, please see the What’s new in version 7.4 article.

As always, if you have any questions or feedback, we would love to hear it. You can add a comment to this post or use our Contact page.

ScheduleOnce 7.3 is live – Personalized links, Web form integration, and more

We are happy to announce Personalized links and Web form integration, two important features that enhance customer experience and improve conversion rates in your lead generation and lead qualification campaigns.

Personalized links 
With personalized links, prospects and customers click on your booking page link and pick a time, without having to provide any information that is already known to you. The booking form can either be pre-populated with their details or skipped altogether. By shortening the time required to complete the booking, you are improving the scheduling experience for your customers, and are ultimately maximizing your booking rates. This is especially valuable when you’re looking to secure meetings with prospects in your outbound email campaigns. Learn more about personalized links

Watch our Personalized links video


Web form integration

With the ScheduleOnce web form integration, prospects submit your web form as they have always done, and can then be given the opportunity to book an appointment at their preferred time. This is the ideal contact method for your serious leads who are ready to engage. Since prospects have already provided their details in your web form, they will not have to do so again in the booking form. Customer data is passed from your web form directly to ScheduleOnce, allowing you to offer customers a quick and seamless scheduling experience. Learn more about web form integration

Watch our Web form integration video

For more information about this release and links to specific articles, please see the What’s new in version 7.3 article.

As always, if you have any questions or feedback, we would love to hear it. You can add a comment to this post or use our Contact page.