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ScheduleOnce 7.2 is live – Personalized notifications, Salesforce improvements, and more

ScheduleOnce 7.2 includes multiple enhancements across a number of product areas:

Customer experience: We have added the ability to include the booking page image in customer email notifications, allowing you to engage with your customers on a more personal level. We have also added the ability for customers to re-enter their email address during the booking process, ensuring that the email they provide is always the correct one.

Booking page image in customer notifications

Salesforce integration: We have improved the handling of required Salesforce fields by using the default values in Salesforce wherever possible. The use of default values prevents validation errors and results in a more robust integration. In addition, we have added support for existing Salesforce Person Accounts.

Infusionsoft integration: We have added support for Infusionsoft campaign forms, allowing the contact to complete the booking process without providing any information they already provided via the Infusionsoft form.

Zapier integration:  We have added six specific triggers that will make it easier and simpler to create the specific Zaps you need. These new triggers will also enable us to create shared Zaps, making it even easier and faster to integrate ScheduleOnce with your favorite apps.

Billing notifications: We have improved the billing notifications related to payment for your ScheduleOnce account. You can now add external stakeholders who will receive these notifications without requiring a user license. We have also added advance billing notifications that will alert you to your upcoming payments.

For more information about this release and links to specific articles, please see the What’s new in version 7.2 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 7.1 is live – Zapier integration

We are happy to announce ScheduleOnce 7.1, which includes a rich integration with Zapier, an integration platform that enables quick and easy data transfer between applications.

By integrating with Zapier, ScheduleOnce can instantly connect with hundreds of apps in multiple categories, including CRM, invoicing, productivity, email marketing, and more.

When a booking is made, more than 50 ScheduleOnce field types can be used to automatically create records in your favorite apps.

Watch the Zapier integration video

The ScheduleOnce Zapier integration page lists the apps which are commonly integrated with ScheduleOnce. Learn more about our integration with Zapier.

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 7.0 is live – Salesforce, Infusionsoft, Office 365, iCloud and more

We are happy to announce ScheduleOnce 7.0 with a new website and a slew of important features.  This release adds important calendar and CRM integrations, bringing ScheduleOnce to new environments and extending it to all phases of the customer lifecycle.

Watch the new 7.0 introduction video

Salesforce integration

The ScheduleOnce connector for Salesforce enables complete scheduling integration through all phases of the customer lifecycle. Key lifecycle processes such as lead generation, lead qualification, customer onboarding, and escalation to tier two support can be powered with online scheduling, resulting in up to 3x increase in conversion rates, accelerated sales cycles, and increased customer satisfaction.

Learn about the Salesforce connector’s key features

Watch our Salesforce integration video

New Infusionsoft connector

Version 2.0 of the ScheduleOnce connector for Infusionsoft enables complete scheduling integration through all phases of the customer lifecycle. Key lifecycle processes such as lead generation, lead qualification, and customer onboarding can be powered with online scheduling, resulting in up to 3x increase in conversion rates, accelerated sales cycles, and increased customer satisfaction.

Learn about the Infusionsoft connector’s key features

Watch our Infusionsoft integration video

Office 365 Calendar integration

Our new Office 365 integration communicates with your Office 365 Calendar in real time using the Office 365 Calendar API. The connection is completely secure and ScheduleOnce does not have access to your Office 365 login.

Learn about the Office 365 connector’s key features

Watch our Office 365 integration video

iCloud Calendar integration

Our new iCloud integration communicates with your iCloud Calendar in real time using the iCloud Calendar API. The connection is completely secure and your iCloud credentials are fully encrypted during transmission and storage.

Learn about the iCloud connector’s key features

Watch our iCloud integration video

New responsive website

With release 7.0, we are launching a completely new website. The new website is fully responsive and provides rich content about the solutions we provide, the scheduling scenarios we support, the features we offer, and our third party integrations. In addition, the new website features real customer case studies, allowing you to learn first-hand about their experience with ScheduleOnce.

See our new website

New Support center

Our new support center is a testimony to the importance we place on customer service and support. We are not only providing a product, but an end-to-end user experience that has to be outstanding across all interaction points with our company. To that extent, the Support center has been completely redesigned with a new look and feel and improved article categorization and search. We have also added many more articles that help our users get started and troubleshoot issues in their accounts.

See our new support center

To learn more about this new release, please see the What’s new in 7.0 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 7.0 to be released on Friday @ 10:00 PM Eastern

We now have a firm release time for ScheduleOnce 7.0. The release will start on Friday, August 28, @ 10:00 PM Eastern Daylight Time (GMT -4). There will be downtime of approximately 90 minutes and service might be intermittent for up to 5 hours after we go live.

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 7.0 is just around the corner

We are happy to announce that we have passed the Salesforce security review and are cleared to go live with our Salesforce integration and ScheduleOnce 7.0 on August 29.

ScheduleOnce 7.0 will add important calendar and CRM integrations, bringing ScheduleOnce to new environments and extending it to all phases of the customer lifecycle.

On August 29, the following key features will become available:

  • New Salesforce connector: The ScheduleOnce connector for Salesforce makes ScheduleOnce a seamless extension of the Salesforce platform. The connector will be compatible with Salesforce Leads, Contacts, and Cases and will keep Salesforce up-to date through all phases of the booking lifecycle.
  • New Infusionsoft connector: Version 2.0 of the ScheduleOnce connector for Infusionsoft will add a slew of highly-requested features, such as special links for scheduling with existing Infusionsoft contacts, custom field mapping, improved support for Infusionsoft tags, OAuth authentication, and more.
  • Office 365 Calendar integration: ScheduleOnce will communicate with your Office 365 Calendar in real time using the Office 365 Calendar API.
  • iCloud Calendar integration: ScheduleOnce will communicate with your iCloud Calendar in real time using the iCloud Calendar API.

There are more features in the works, but we will keep them a surprise. Meanwhile, if you have any questions, we would love to hear from you. You can add a comment to this post or use our Contact page.

Outlook integration out of beta, Office 365 and iCloud coming soon

Almost a year ago, on August 17, 2014, we released the ScheduleOnce connector for Outlook as a private beta program. A few weeks later, we came across the following tweet:


Paul Sweeney is right. Integration with Outlook has killed many companies. We knew we were taking a risk, and that it wasn’t going to be a walk in the park. However, as a company aiming for market leadership, we felt we could not ignore this important platform.

The private beta program lasted seven weeks, involving more than 500 users who helped us fine-tune the connector with their essential feedback.

On October 11, 2014, we ended the private beta program and released the connector as a public beta product. During this time, we continued improving the connector and adapting it to a wide range of corporate networks, firewalls, and security settings.

Today, we feel confident that the connector is ready to graduate from its public beta status and be labeled as a generally available product. We know it has taken us quite a while to get to this point. We took our time and have invested a huge amount of effort in the connector. This investment has paid off. ScheduleOnce is now the only scheduling vendor with a professional Outlook connector syncing in real time.

The Outlook connector is an exciting achievement, but we are not stopping there. Next month, we will be releasing two more important calendar integrations: Office 365 Calendar and iCloud Calendar. At that point, we will be integrating out of the box with all major calendar platforms: Outlook, Office 365, Google Calendar, and iCloud. We will continue to push the envelope in order to advance our product to its fullest potential.

Learn more about the Outlook connector’s features

Visit the Outlook connector help articles

Watch the Outlook integration video

ScheduleOnce 6.95 is live – Notifications editor updates, new status page, and video library

ScheduleOnce 6.95 is a minor release, setting the stage for ScheduleOnce 7.0, which is planned for the July-August timeframe. The 6.95 release has multiple enhancements and fixes, the most notable being:

Notification templates editor out of beta
The Notification templates editor was released as a beta feature in ScheduleOnce 6.9. This release adds valuable functionality to the WYSIWYG editor and takes it out of its beta status, bringing it up to par with all other ScheduleOnce features. Learn more about the Notification templates editor

Status page
The status page provides real-time and historic updates on any planned and unplanned disruptions in the ScheduleOnce service. The page is available at status.scheduleonce.com. The status page is fully integrated with our status updates Twitter account. You can stay up-to-date on all incidents by following @StatusOnceView our Status page

Video library
The video library is a collection of video tutorials available at video.scheduleonce.com or as context-sensitive links throughout the application. The video library is launched with 14 videos and you will see this number double in the coming months. Browse the video library

Additional billing contact
Your finance department now has easy access to all ScheduleOnce invoices. You can add an additional email address for a billing contact that will be copied on all invoice emails generated by ScheduleOnce. This can be done from the Account page -> Billing tab -> Transactions.

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 6.9 is live – Custom notifications, SMS, Email from your domain and more

ScheduleOnce 6.9 is all about improving communications. We are giving you the power to completely control how you communicate with your Customers and Users throughout the entire booking lifecycle.

  • Custom notification templates: Completely customize the content and look and feel of any email or SMS notification to your Customers and Users.
  • SMS support: Send any confirmation, reminder or follow-up notification via SMS to your Users and Customers worldwide.
  • New User and Customer notification sections: You now have complete control over all notifications to your Users and Customers.
  • Email from your domain: Send all ScheduleOnce emails from your company’s domain and email address of your choice.
  • Improved Booking forms: Completely control the Booking forms that customers fill out when making a booking.
  • Improved reminders: Reminders are now available independently to Users as well as Customers, and can be configured with different templates and delivery methods.
  • Tracking ID: Each ScheduleOnce booking has a unique Tracking ID that can be used to reference a specific booking when communicating with your Customers.

To enable the above features, we have added two powerful WYSIWYG (what-you-see-is-what-you-get) editors under a new Tools menu:

  • The Notifications template editor (beta): This editor allows you to create fully customizable email and SMS templates for all notification scenarios. The editor includes a library of close to 50 dynamic fields. You can insert these fields into email and SMS templates to make them more informative and personal. The editor is released as a beta product so that we can gather feedback on the actual templates that our users create. We expect the beta program to last a few weeks.

  • The Booking form editor: This editor allows you to collect data from your customers in the most precise and efficient manner. You can create different booking form templates and use them in your booking pages and services with no limitations on field titles and ordering.

To learn more about this new release, please see the What’s new in 6.9 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 6.9 – We have a release date!

We’re hard at work making sure ScheduleOnce 6.9 is in top shape. We now have a firm release date of Saturday, March 14 at AM Eastern Daylight Time. There will be downtime of approximately 90 minutes and service might be intermittent for up to 4 hours. 

If you have any questions, please contact: support@scheduleonce.com

Coming soon: A major enhancement to ScheduleOnce notifications

Notifications to customers and users are a critical component of the ScheduleOnce platform. From requests such as booking, rescheduling, reminders and cancelling, we make sure our users and their customers never miss each other.

Today, all ScheduleOnce notifications are handled via our automated email templates. While these templates are good, many customers have asked for more control and more options:

  • Template customization: Completely customize the content of any ScheduleOnce notification to your customers and users.
  • SMS support: Send any ScheduleOnce notification via SMS to any valid mobile number worldwide.
  • Email integration: Send all ScheduleOnce emails from your company’s domain and email address of your choice.

We spent the vast majority of 2014 working hard to develop these features and we are happy to announce that they will be going live soon. SMS support will be available to all paid accounts, while template customization and email integration will be available to our Enterprise accounts.

In the meanwhile, if these enhancements are of interest to you, we would love to show you a sneak preview and receive your feedback. You can use booknow.so/preview to schedule your demo.