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ScheduleOnce 8.4 is live – Manage Zaps from within ScheduleOnce

We are excited to announce that you can now set up and manage Zaps from within ScheduleOnce!

ScheduleOnce has always heavily invested in enabling users to seamlessly fit online scheduling within their overall workflow. Integrations with third party applications is a key strength of our platform.

Two years ago we launched our Zapier integration, giving you the power to connect ScheduleOnce to many different applications. We have continued to develop our Zapier integration by adding new triggers, fields, and Zap templates. Recently, we added the ability to set up Zap templates right from within your ScheduleOnce account. This allows users to simply connect ScheduleOnce to more than 35 different applications with just a few clicks.

The feedback we received on our Zapier functionality proved that we were going in the right direction. For this reason, in ScheduleOnce 8.4, we further enhanced our Zapier integration by allowing users to manage their ScheduleOnce Zaps right from within the comfort of their ScheduleOnce account. ScheduleOnce communicates with the Zapier API to retrieve a list of ScheduleOnce Zaps and their statuses. Users can now simply edit, turn on, or turn off any of their ScheduleOnce Zaps without navigating away from our platform. This will help you more easily manage your integrations, ultimately saving you time, reducing administrative work, and allowing you to focus on your core business.

In addition to our new Zapier functionality, ScheduleOnce 8.4 includes other enhancements to our platform. We have added a Notification center, and have published our Data Processing Addendum (DPA) for customers regulated by the Global Data Protection Regulation (GDPR). For more information, please see the What’s new in ScheduleOnce 8.4 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.

Streamline customer onboarding with online scheduling

When a prospect becomes a customer, a smooth onboarding process has the power to secure long-term trust and loyalty. You want to provide your new customers with all the tools they need to adopt your technology in the shortest amount of time. This means being available to customers to conduct setup, training, and installation sessions.

For onboarding sessions to provide value, customers need to be able to schedule them immediately upon purchase. With online scheduling, organizing these sessions can be an integral part of your workflow. Customers will seamlessly be able to schedule their onboarding sessions, and you will conduct more sessions, reduce time to implementation and increase customer satisfaction.

There are many ways to offer online scheduling in your onboarding flow. Here are a few methods our customers have found successful.

Offer scheduling in your lifecycle email campaign
Your lifecycle email campaign helps new customers get started and learn about your product. With online scheduling, you can invite customers to book with you in your email campaign. Each email recipient receives their own personalized scheduling link. They simply click on the link, and select a time, without having to provide any information you already have. The process is quick and seamless, and new customers will be impressed with how easy it is to find a time to meet.

Schedule onboarding with top accounts
You give special attention to top accounts to ensure they know their business is highly appreciated. Account managers are in direct contact with these accounts to help them make the most of your product. With online scheduling, account managers can schedule onboarding sessions on behalf of customers, or send personalized scheduling invitations. You will be able to provide exceptional service and a seamless onboarding to top accounts.

Add a scheduling call-to-action in your app
Adding a scheduling call-to-action in your app is a great way to ensure customers schedule when they are already engaged. Customers who click on your scheduling button, widget, or embed are identified by their login and can quickly make a booking by selecting the best time for them. With this option, customers will be encouraged to take advantage of your onboarding sessions, and will be ready to learn how to maximize your product’s benefits.

Integrate scheduling with your online training catalog
Offering classes, webinars, and other training sessions is a great way to ensure adoption of your product. Whether your courses consist of single or multiple sessions in a private or group format, your customers can easily schedule sessions on the spot. If you charge a fee for your training courses, payment can be fully integrated into the booking process. Customers select the course, choose a time, pay for their session, and receive immediate confirmation of their booking and payment in a single action. Your customers will be impressed with the process and be more likely to take advantage of the resources you provide.

This post is a sneak peek of our upcoming webinar on using online scheduling for customer onboarding. To learn more, join the webinar on February 15. Register here

Using themes to improve booking rates

The importance of design cannot be underestimated. While the purpose of your web pages is to provide content, the real game changer when it comes to conversion rates is aesthetics.

This principle also applies to online scheduling. The purpose of your booking pages is to allow others to schedule with you, but the design of the page can significantly impact your booking rates. Recognizing this, we built a theme designer to give you the power to design your booking page and master pages from top to bottom according to your specific needs. The theme designer allows you to change the logo, call-to-action color, font, background image, and many other properties on your booking pages and master pages.

Creating themes allows you to tailor the look and feel of bookings pages for your audiences. Here are a few things you can do with the theme designer to improve booking rates.

Brand your booking page
When prospects and customers access your booking pages, you want to ensure that your brand is instantly recognizable. If your booking page visitors aren’t sure they are in the right place, they might leave without scheduling. You can brand your pages by adding a logo, or choosing a background image, font, and call-to-action color that represent your company. These elements will ensure your page visitors that they are in the right place and encourage them to make a booking.

Ensure maximum usability
If a web page is hard to read or navigate, chances are that your visitors will easily give up. With our theme designer you can design your booking pages for maximum usability by determining the opacity of the scheduling pane, the call-to-action color and the style of the booking form. Each of these elements can be customized to ensure your booking page visitors can easily read your page content, navigate through the scheduling process, and fill out our form.

Optimize for different
Your prospects and customers access your booking pages from different access points. They may be scheduling with you from their desktop or their mobile device; and may access your booking page as a standalone page or embedded in your website. With the theme designer, you can optimize your themes for different access points, by selecting on which access points your background photo will show. This ensures that your themes are optimized for different scenarios, making it easy for your prospects and customers to book, no matter how they access your page.

It’s time to show off your design!
Enter our theme contest for a chance to get featured in our blog and win a $100 Amazon gift card. To enter the competition, send us your booking page or master page link; tell us what you love about ScheduleOnce’s themes and how they have helped your business; and follow us on Twitter, Facebook and LinkedIn. Contest ends February 10 at 11:59PM EST.

We look forward to seeing your themes!

Why health and wellness organizations should be using online scheduling for lead generation

Consumers in the health and wellness industry are becoming more reliant on online tools for making decisions and connecting with their health providers. To stay competitive, you need to ensure your lead generation strategies are aligned with modern consumer behavior.

Online scheduling can be a powerful solution to help boost your lead generation activities and easily engage with consumers. Whether you are offering consultations, treatments, or training, consumers will be able to connect with your team and book the appointment they desire. This ensures contact is established when interest is high and accelerates time to engagement. How is this achieved with online scheduling?

Here are some of the top reasons your organization should be using online scheduling for lead generation.

Be available to accept appointments 24/7
Consumers often think about health and personal care outside of normal working hours. In fact, approximately 70% of online appointments are made between the hours of 8 PM and 3 AM. If you want to capture these leads, you need to offer scheduling during these hours. With online scheduling, leads interested in your service can book their appointments when it is convenient for them. This eliminates the risk of losing leads who are unable to reach you.

Allow leads to connect with preferred team members
Consumers in the health and wellness industry want to know who is providing their service. They may prefer to meet with a specific team member whom they were recommended, or who has a certain specialization. With online scheduling, your leads can easily view a list of your team members and schedule with the provider they prefer. Allowing leads to establish this personal connection helps them convert into long time clients.

Remind and be flexible with schedule changes
It is no secret that no-shows are a big problem when meeting with new leads. People are busy and may forget about their appointment, or another obligation may come up. With ScheduleOnce, you can send email and SMS notifications to remind leads about their upcoming appointment. In the event that someone can’t make it, allowing them to easily reschedule gives them an incentive to find a better time, rather than skip their appointment altogether.

This article is a preview of our webinar on using online scheduling for lead generation in the health and wellness industry. To learn more, watch the full webinar here.

ScheduleOnce’s new and improved Zapier integration

Scheduling is just one piece of your workflow. Your organization also uses a CRM to manage leads and contacts, an email marketing app to communicate with customers, productivity tools to keep organized, and likely many more. Keeping all these apps up-to-date can be a nightmare if not fully automated. At ScheduleOnce, we do our very best to ensure online scheduling fits in with your application environment.

Two years ago we launched our integration with Zapier, allowing you to connect with many different business applications. Over the years, we have added new triggers and fields, and numerous Zap templates, making it easy for you to take advantage of this robust integration.

Fast forward to today, we are happy to announce that ScheduleOnce now integrates with 1,000 apps via Zapier. In addition, we have also made it easier than ever to set up Zaps with the most popular business applications. This gives you more power to transfer booking and customer data to the applications you require.

Boost productivity with popular ScheduleOnce integrations
You can now seamlessly set up Zaps with the most popular business applications right from within your ScheduleOnce account. With just a few clicks, you can add more than 80 ready-made Zaps to connect ScheduleOnce to more than 35 different applications. For example, you can set up a Zap to create new leads and contacts in your CRM whenever a booking is made, or to record booking activities as tasks or reminders in your productivity tools. This ensures that your application environment is completely in sync, ultimately saving you time, reducing administrative work, and allowing you to focus on your core business.

To learn more, check out the Zapier integration page on our website and Zapier’s blog. 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 8.3 is live! – HIPAA compliant scheduling

We are happy to announce that ScheduleOnce now offers a HIPAA compliant scheduling solution!

We strive to ensure that organizations in all industries can use ScheduleOnce, no matter their security or compliance needs. We hold a comprehensive set of certifications and attestations to guarantee we meet the standards for different industries and regulatory frameworks.

Today, we are happy to announce that our platform is HIPAA compliant. We now offer a Business Associate Agreement to our customers in the healthcare industry who require HIPAA compliance. While we have always ensured that all data collected and stored by ScheduleOnce is kept safe and private, we have now gone the extra mile to ensure our methods of protecting your data are in line with the HIPAA standards. This means that all electronic protected health information (ePHI) processed by ScheduleOnce is encrypted both at rest and in transit. Additionally, we monitor and audit our servers continuously to ensure that vulnerabilities and incidents do not go undetected.

Our path to HIPAA compliance
Our security program touches every part of our operations, infrastructure, product, and corporate policies. To ensure it satisfies the HIPAA standards, we engaged VeraSafe, an experienced privacy consultancy firm to perform an extensive security audit. We also enacted new policies for monitoring our servers, managing risks, and ensuring service continuity should the unexpected happen. Through this process, VeraSafe concluded that our platform fully meets the strict standards required in the healthcare industry. Maintaining our compliance is an ongoing process, and we will continue to periodically test our policies to ensure our security and compliance program is up to date.

In addition to HIPAA, ScheduleOnce 8.3 includes several other new enhancements to our Zapier integration, our publishing options, and a new feature allowing your customers to invite additional attendees to their meetings. For more information, please see the What’s new in version 8.3 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.

Optimize the scheduling process for maximum conversion

You work hard to optimize your sales funnel to convert leads into paying customers. Each step in your funnel is carefully designed and crafted to ensure you are providing maximum value to prospects and helping them convert.

Similar to the sales funnel, online scheduling also needs to be optimized to help convert leads through the process. Getting a lead to visit your scheduling page is just the first step. To ensure your leads complete the process and schedule a meeting, each stage needs to be carefully thought out.

There are many things you can do to optimize the scheduling process to maximize your conversion rate. Here are a few tips that our customers have found successful.

Brand your scheduling page
When leads visit your scheduling page, you want to assure them that they are in the right place. If they don’t instantly recognize your brand, they likely will leave the page without scheduling. Branding your online scheduling process is the key to assuring leads they are in the right place, and helping them convert. Leads visiting your page will instantly notice a logo, the page design and even the URL. You want to ensure that all of these elements are instantly recognizable, and your leads feel comfortable entering their personal information to schedule.

Inform, but don’t overwhelm
When a lead decides whether they want to meet, they really are deciding whether they think you can provide them with something of value. To maximize conversions, you want to provide leads with an incentive to schedule by giving them relevant information about the meetings you offer. Details and insights about the meeting will pique their interest about the upcoming meeting. Just be careful not to overwhelm. Too much information or too many choices can cause leads to bounce away from your page, without converting. Limiting the number of meeting types you offer and the number of available time lots makes it easier for leads to make a selection.

Minimize the effort to schedule
Every extra click gives your leads another chance to change their mind. To ensure they convert, you want to make the scheduling process as quick and simple as possible. You can do this by emailing personalized links to your scheduling page, using our clickless time zone confirmation feature, minimizing the amount of data your leads need to provide, or by automatically assigning the booking to one of your team members. Leads will visit your page, select a time, and they are done. They will appreciate your efficient solution for online scheduling.

This article is a sneak peek of all our methods for optimizing the scheduling process to maximize conversions. To learn more, watch our webinar here.

Cheers to a great year for online scheduling!

As the year comes to a close, we at ScheduleOnce have been taking this opportunity to reflect on how far we have come. When we started in 2006, online scheduling for business professionals was a new concept, and a controversial one at that.

How could online scheduling be controversial? Today, it seems silly to even suggest this, but 10 years ago things were different. This was a time before smartphones were popular – when friendships weren’t initiated through clicks, and conversations required talking instead of typing. Back then, things took more time. People were used to back-and-forth interactions to get things done.

With this in mind, imagine a person receiving a link to schedule an appointment online. People used to the personal touch could be insulted that someone who wanted to meet did not have the time to speak with them. At the time, the concept of online scheduling for business professionals was new. There were just a few companies braving the new market, including us, Timebridge and It was a tough industry, and unfortunately some companies like Timebridge and, who were backed by venture capital firms, did not have the endurance to keep up.

Little did they know what was coming. Over the last few years, the trend of instant gratification started growing. Customers became more demanding, wanting to be able to do everything from their phone at a time and place convenient for them. This trend set the stage perfectly for online scheduling.

Fast forward to today, online scheduling is becoming a critical component for businesses looking to engage with their prospects and customers. It helps a company present an efficient and sophisticated image, and provides customers with the self service abilities required in this day and age.

We at ScheduleOnce spent the last decade working hard to be at the forefront of the online scheduling industry, so we were ready when the market caught up. We have continually worked to adapt, and provide a cutting edge solution for today’s online scheduling needs. We are proud of how far we have come, and how we have grown over the years.

Now, as we finish 2017, we want to take a look back at some of our major accomplishments this year.

1. More branding and customization features
This year, we put a special emphasis on branding and customization features. We launched our new theme designer, allowing customers to fully brand their booking pages. We also added features for customizing the scheduling experience such as our improved automatic redirect feature, or the option to use “clickless confirmation” for time zone detection.

2. Greater emphasis on design and usability
While having a feature-rich solution is one thing, the real challenge is creating a platform that is intuitive and easy to use. This year we focused on design and usability with our launch of ScheduleOnce 8.0. We revamped our entire platform with a new clean and uncluttered design both in the user interface, and the customer front. In this release, we also redesigned our booking pages and master pages to be fully accessible for your customers with disabilities.

3. Increased security measures
Security has always been our top priority. This year, we added multiple new security features to further safeguard your customer data. For example, we added new controls for encrypting customer data, released a feature allowing users to send a hidden copy of all outgoing customer notifications, and added a new layer of security for booking forms with prepopulated data, just to name a few. We are continuously working to strengthen security and become compliant with additional industry standards.

2017 was a great year for us at ScheduleOnce. We worked hard to showcase what we are all about and what we have become over the last decade. Cheers to a wonderful year! We look forward to powering your scheduling scenarios in 2018!

Engaging prospects with online scheduling

Engagement is the key to turning prospects into new customers. When someone shows interest in your product or service, you want to connect with them as quickly as possible. Today’s methods of engagement usually focus on collecting customer information through web forms. Customers who fill out the web form will then receive relevant content, or will be offered a free consultation with a sales representative. While this method can successfully move prospects through your sales funnel, it takes time, causing leads to go from hot to cold.

The best way to shorten time-to-engagement and ensure you connect with leads while they are still hot is to use online scheduling in your sales funnel. Instead of letting your customers wait around to be engaged, you can give them the power to immediately connect with your team. This accelerates time to engagement and ensures contact when your lead’s interest is high.

There are many ways you can use online scheduling to engage prospects. Here are a few methods that our customers have found successful.

1. Offer scheduling on your website

One approach is to allow website visitors to schedule demos and consultations directly from your website. By strategically placing scheduling calls-to-action on key pages, you can show customers that you are willing and ready to meet with them. This adds a personal touch to your website calls-to-action, giving website visitors a way to connect with one of your team members.

Online scheduling can be offered to all your website visitors, or to visitors who fill out your web form. When offered to visitors who fill out your form, you can choose whether to offer scheduling to all form fillers, or to top leads based on their form submission.

Webform filled2

2. Offer scheduling in your mass email campaigns

Online scheduling can be offered in your mass email campaigns. When sending marketing campaigns, you need a strong call-to-action that will make your email stand out. Inviting prospects to schedule demos, consultations and discovery sessions, is the perfect approach.

Each email recipient receives their own personalized scheduling link. They simply click on the link, and select a time, without having to provide any information you already have. The process is quick and seamless, and you will discover that serious leads have essentially qualified themselves.


3. Personally invite prospective customers to schedule

Your business may already have specific leads who are waiting to be contacted. Rather than trying to catch these leads on the phone, or sending back and forth emails, your sales team can send personal scheduling invitations. Your lead will receive their personalized link and be able to pick a time for their meeting, without having to provide any information you already have.

This presents a professional image to your customers, giving them a great impression leading up to your meeting.


Which ever method you choose, online scheduling can be a game-changer in converting prospects into new customers. Want to learn more? Visit our solutions section to read how ScheduleOnce can help you engage your prospects.

Introducing our Partner Directory

We are excited to announce our new Partner Directory!

At ScheduleOnce, we work hard to provide a best-in-class scheduling solution. Our customer success team excels at providing top notch support to help users get the most out of our platform. By partnering up with outside experts we are able to take our support one step further. Our partners are able to provide industry-specific support to help you effectively integrate ScheduleOnce into your existing business processes and application environment.

Who are our partners? They are Infusionsoft Certified Partners, marketing ninjas, and small business consultants. All specialize in different fields and industries, such as coaching and consulting, real estate, or financial services. Our partners’ expertise allows them to provide tailor-made solutions for our customers’ different scenarios.

Our partners are all great at what they do, and we ensure that they are of the highest caliber. Each partner goes through one-on-one training with our Channel Partner Manager, who teaches them how to provide an end-to-end scheduling solution. This ensures that they uphold the same standards that we hold ourselves to.

We are very happy to welcome all our partners to the ScheduleOnce family! We look forward to working with them to help our customers succeed.

Interested in finding the right partner for you? Check out our Partner Directory

Want to become a ScheduleOnce partner? Get in touch