We are happy to announce ScheduleOnce 6.1 with support for deep Infusionsoft integration:

The ScheduleOnce connector for Infusionsoft supports the following features:

  • Infusionsoft record creation
    When a booking is made via ScheduleOnce, the Contact record is automatically created or updated in Infusionsoft.
  • Record assignment
    When a booking is made, contact records can be automatically assigned to the Booking page owner, or maintain their existing ownership.
  • Field mapping
    When a booking is made via ScheduleOnce, ScheduleOnce custom and system fields are automatically mapped to Infusionsoft fields and added to the Infusionsoft Contact and Appointment record.
  • Infusionsoft tags
    When a booking is made via ScheduleOnce, Infusionsoft tags can be automatically added to booking pages, services, and master booking pages.
  • Booking lifecycle tags
    When a booking is made via ScheduleOnce, booking lifecycle tags are automatically added to the Infusionsoft Contact and remain in sync throughout the booking lifecycle.
  • Appointment tracking
    When a booking is made via ScheduleOnce, an Infusionsoft Appointment is automatically added to the Contact record and the Infusionsoft Calendar. The Appointment is updated when the booking is canceled or rescheduled.
  • Automatic classification
    When a booking is made via ScheduleOnce, the Contact and Appointment are automatically classified and prioritized in Infusionsoft.
  • Lead sources
    When a booking is made via ScheduleOnce, Web lead sources are automatically assigned to every booking contact.
  • Web tracking
    The Infusionsoft tracking code helps you optimize your Booking forms by capturing visitor activity and making it available for analysis in Infusionsoft.
  • Integrated Infusionsoft links
    The link to the Infusionsoft Contact record is available in all ScheduleOnce activities and notifications, enabling a seamless connection between the two systems.

To learn more about ScheduleOnce 6.1, please see the What’s new in 6.1 article.

If you would like to learn more about our integration with Infusionsoft and see a live demo, please schedule a free consultation.

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We are happy to announce that we now have a firm date for the release of the ScheduleOnce connector for Infusionsoft:

The release will take place on Saturday, June 28 between 1 AM and 5 AM Eastern time. There will be an initial 30-minute downtime and service may be intermittent.

The ScheduleOnce connector for Infusionsoft will support the following features:

  • Infusionsoft record creation
    When a booking is made via ScheduleOnce, the Contact record is automatically created or updated in Infusionsoft.
  • Automatic assignment
    When a booking is made via ScheduleOnce, the Contact record is automatically assigned to the owner in Infusionsoft.
  • Field mapping
    When a booking is made via ScheduleOnce, all booking data is automatically created in Infusionsoft and mapped to Infusionsoft fields.
  • Infusionsoft tags
    When a booking is made via ScheduleOnce, Infusionsoft tags can be automatically added to booking pages, services, and master booking pages.
  • Booking lifecycle tags
    When a booking is made via ScheduleOnce, booking lifecycle tags are automatically added to the Infusionsoft Contact and remain in sync throughout the booking lifecycle.
  • Appointment tracking
    When a booking is made via ScheduleOnce, an Infusionsoft Appointment is automatically added to the Contact record and the Infusionsoft Calendar. The Appointment is updated when the booking is canceled or rescheduled.
  • Automatic classification
    When a booking is made via ScheduleOnce, the Contact and Appointment are automatically classified and prioritized in Infusionsoft.
  • Lead sources
    When a booking is made via ScheduleOnce, Web lead sources are automatically assigned to every booking contact.
  • Web tracking
    Embedding of the Infusionsoft tracking code enables tracking of Website visitors and Contacts that originate from your booking pages.
  • Integrated Infusionsoft links
    The link to the Infusionsoft Contact record is available in all ScheduleOnce activities and notifications, enabling a seamless connection between the two systems.

If you would like to learn more about our integration with Infusionsoft and see a live demo, please use booknow.so/getso to schedule a free consultation.

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We are happy to announce ScheduleOnce 6.0, enabling multi-user scheduling for all plans and introducing new connectors for GoToMeeting and WebEx.

It is exactly one year since we released ScheduleOnce 5.0 with multi-user support in our higher plans. This has been a great success and has provided our customers with centralized billing, user management, and the ability to use ScheduleOnce in many organizational scheduling scenarios. However, since multi-user scheduling was reserved for the Workgroup and Enterprise plans only, the vast majority of our customers could not take advantage of it.

Release 6.0 marks a strategic change in our approach to multi-user scheduling. Any paid plan will be able to purchase additional user licenses for the same price as individual accounts. For example, if you have a Plus account and are paying $5/month, you can add 5 more users at $5/month per user, for a total of $30/month for 6 users. This is the same price you would have paid for 6 individual Plus accounts. Learn more about our plans and pricing

The second piece of good news is that we have launched a strategic initiative to integrate ScheduleOnce with popular third-party software. For our first step, we have integrated with the leading web conferencing systems – GoToMeeting and WebEx. This integration completely automates the provisioning of web conferencing sessions. Your customers receive a single ScheduleOnce confirmation with all web conferencing and appointment data in their local time zone. This saves precious time, increases participation rates, and conveys a professional image to your customers. Learn more about our web conferencing integration

We are also working on a connector that will enable deep integration with Infusionsoft. The connector is expected to be available in a few weeks. Integration with additional third-party systems will be announced in the coming months. We would love to hear from you about any third-party integration needs.

The last piece of this release is our support for direct credit card processing. (Note that this is about paying for your ScheduleOnce subscription and not about your customers paying you – This will come in a few months.) We know that many of you were not happy with PayPal and neither were we. For those who want to continue paying with PayPal, we have kept things as is. However, the default payment option is now direct credit card payment. We support all major credit and debit cards and also allow you to add a backup card to ensure that your service is never interrupted. You will also notice that we have made many improvements to the purchase process, including automatic generation of an invoice with every new and recurring payment.

To learn more about ScheduleOnce 6.0, please see the What’s new in 6.0 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.

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We are happy to announce that we now have a firm date for ScheduleOnce 6.0.

The release will take place on Saturday, May 10 between 1 AM and 5 AM Eastern time. There will be an initial 30-minute downtime and service may be intermittent.

ScheduleOnce 6.0 will introduce a number of important improvements, including a strategic change in our approach to multi-user scheduling and integration with popular web conferencing systems – GoToMeeting and WebEx. It will also include many billing and payment-related enhancements.

We are looking forward to the release date. :) 

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ScheduleOnce 5.95 introduces an advanced scheduling scenario – Conditional booking. This scenario may not be relevant to all, but those who need it will be delighted to hear the news.

Conditional booking allows you to accept bookings that are conditional on the availability of one or more resources. When a booking is made, the relevant resource is automatically reserved and is no longer available to others. This allows you to maximize resource utilization and ensure that a resource is never double booked.

For example, there are five interviewers and only three interview rooms. A booking can only be created if both the interviewer and an interview room are available.

To learn more about Conditional booking, check out the Conditional booking page on our website, or read the help articles for creating a single resource scenario or a multiple resource scenario.

To learn more about this new release, please see the What’s new in version 5.95 article.

As always, if you have any questions or feedback, we would love to hear it. You can add a comment to this post, email us, or schedule a time to speak with us.

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Welcome to our first ScheduleOnce Feature Spotlight. Today, we’ll learn how to strategically display available time slots to your long-distance customers based on the working hours in their local time zone.

Let’s say you’re located in New York. You take meetings from 9 AM to 5 PM, but your customer is in California. They will see that 9 AM time slot as 6 AM. For an even more extreme example, let’s say you’re in Scotland instead. Your 9 AM time slot shows up as 1 AM in California. They might not even know you’re located in another country, and become confused as to why you’d make yourself available at that time.

Even worse, they might mistakenly select 1 AM, thinking their appointment is for 1 PM. This is a more common error than many realize. Your meeting would be scheduled at the wrong time, and you might call while they’re asleep or unavailable. Even if you catch it before the meeting and inquire, your customer could feel embarrassed for making the mistake.

To prevent this confusion and inconvenience, we’ve built in a feature that only shows time slots available in the customer’s working hours, based on their local time zone. You can go to Setup >> MeetMe pages >> Booking – Edit to configure this setting.

Note: If your MeetMe page is linked to services, you will instead go to Setup >> Services >> Booking – Edit, because each service’s booking settings are customizable to suit that service.

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Scroll down to “Convert time slots to customer’s time zone” and select the second option, “Convert all time slots but only display slots during the customer’s local working hours.” You can choose which hours you want defined as ‘working hours.’ The default is 8 AM-5 PM.

Once you press save, your customers will only be able to view the time slots available during their local working hours. This safeguards your booking process as you correspond with people throughout the world.

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ScheduleOnce 5.9 includes big improvements to your reports, allowing you to add more than 30 System fields and any Custom field to Detail reports. You are now able to analyze and manage all data collected via your Booking forms.

There are two types of fields that can be added to any Detail report, allowing you to create customized reports with the exact data you need:

  • System fields: These are fields that are defined by the system such as Location, Cancellation reason, Duration, etc. More than 30 system fields can be added to any detail report.
  • Custom fields: Any custom field that you create in the Custom fields library can be added to the report as well. This means that you can now report on all data that you collect via your Booking forms.

So for example, if you collected the phone number and email as System fields, and the company name and industry as Custom fields, you can now create a simple report that lists each customer with their email, phone number, company name and industry. You can view this report online or export it to a branded PDF report, or to Excel for further analysis.

To learn more about this new release, please see the What’s new in version 5.9 article.

As always, if you have any questions or feedback we would love to hear it. You can add a comment to this post, email us or schedule a time to speak with us.

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We are happy to announce ScheduleOnce 5.8 with support for MeetMe page tags, No-show tracking, and secure booking pages.

MeetMe page tags: ScheduleOnce 5.7 enabled the categorization of MeetMe pages, allowing customers to use a hierarchical structure to navigate the customer interface. ScheduleOnce 5.8 further strengthens our customer interface and allows customers to filter MeetMe pages by tags.

For example, you have several team members who need to accept customer appointments in a show.  Each team member is assigned different tags according to their areas of expertise. When all team members are grouped under one booking page, customers are able to use tags to filter the team member list and only see team members that match their tag selection.

See a live example that uses both categories and tags

No-shows: It is now possible to track No-shows and get a deeper understanding of your customers’ routines. Any activity in Completed status can be changed to No-show with a single click. You can track the No-show status in all reports, allowing you to view No-show statistics by various reporting dimensions.

Secure booking pages: Https adds an extra layer of security and secures all customer interaction with your booking page. Https is already available by default when a booking page is embedded in your website. With ScheduleOnce 5.8, it is now possible to use https in your standard customer links. For example, if you have two booking pages, meetme.so/scott and booknow.so/teams, you can use https://scheduleonce.com/scott or https://scheduleonce.com/teams. You can now rest assured that all customer communication with your booking page is secure.

To learn more about this new release please see the What’s new in version 5.8 article.

As always, if you have any questions or feedback we would love to hear it. You can add a comment to this post, email us or schedule a time to speak with us.

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We are happy to announce ScheduleOnce 5.7 – A big release with a slew of new features that make ScheduleOnce a more flexible and robust system.

Booking forms with custom fields: You can now customize booking forms using custom fields, allowing you to collect more information from your customers when they make a booking. With booking forms, you can include single-line and multi-line text boxes, dropdowns, checkboxes and even request attachments.

Booking in multiple calendars: We have completely redesigned the user interface for connecting to Google calendar, making it more usable and powerful. It is now possible to automatically create additional calendar events in any number of calendars available to you.

This functionality enables three important scenarios:

  • Team MeetMe page – Booking with a team: This is a MeetMe page that allows the customer to schedule a meeting with multiple team members at the same time.
  • Booking conditional on a single resource: Allows you to automatically reserve a resource/room when the booking is made.
  • Notification to stakeholders: Keeps stakeholders in the loop by automatically creating the appointment in their calendars.

New MeetMe and service categories: Categories are now available for both services and MeetMe pages. In addition, categories can now include a name, a description and an image. Another benefit of categories is that they can now be used to organize MeetMe pages and services in your ScheduleOnce account without being visible to the customer.

Duplicating MeetMe pages and services: You can now save precious time as you set up and maintain your ScheduleOnce account. With a single click, you can duplicate a MeetMe page or service, retaining all original settings to fine-tune as you wish.

Change the location of the Booking form and Customer notifications section: You can now choose whether you would like the Booking form and Customer notifications section to be located within either the MeetMe page or the service. This additional flexibility optimizes your setup and provides a better scheduling experience for your customers.

To learn more about this new release please see the What’s new in version 5.7 article.

As always, if you have any questions or feedback we would love to hear it. You can add a comment to this post, email us or schedule a time to speak with us.

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We are happy to announce ScheduleOnce 5.65 with many small improvements, including the following notable updates:

Secure embed: Our brandless embed is now https enabled. This means that MeetMe and BookNow pages can be embedded in secure (https) web pages without triggering any security alerts for customers. Your customers will have a seamless experience, regardless of whether you are embedding ScheduleOnce in a http or https web page. If you have embedded your MeetMe or BookNow page in a secure (https) web page prior to October 19, 2013, you should change your embed code by regenerating it from the Website Integration page and replacing the old code on your web page.

Second phone number on the Website widget: It is now possible to add a second phone number to the Website widget. This is useful in many cases, such as when you would like to offer both a toll free and local number to your customers. You can see an example of the second phone number in our website widget.

Improved Starting time for time slots setting: We have improved the Starting time for time slots setting, making starting times of time slots more flexible and increasing the scenarios they cover. In previous versions, the interaction between the starting times of time slots and the gap between time slots could result in portions of unscheduled time that could be better utilized. These settings now work together to maximize your open availability.

If you see any room for improvement in your schedule, please visit this setting again. The starting times for time slots setting is in the Booking section.

As always, if you have any questions or feedback we would love to hear it. You can add a comment to this post, email us or schedule a time to speak with us.

 

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