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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.

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.