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.

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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

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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

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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.

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If your customers don’t have a great experience when they book with you, they will not use the system. For this reason, we invest a lot of time and effort in achieving the following goals:

  • Clean and simple interface – Easy to understand and pleasant to work with
  • Responsive design that automatically adjusts to all devices – PCs, tablets, and smartphones
  • Embeddable booking page that seamlessly blends into your website environment

With these goals in mind, ScheduleOnce 6.7 includes the following improvements to the customer interface:

Interface redesign
The customer interface has been redesigned with a sleek, modern UI across all devices – desktop, tablet, and smartphones. See our new customer interface

Personal booking page themes
It is now possible to align your booking pages with the look and feel of your brand. You can select from five ready-made themes and fully control the color of your booking page buttons. See our booking page themes

New tablet interface
Customers who access your booking pages via tablets will now enjoy a dedicated tablet interface. The new tablet interface is responsive, auto-adjusting to both portrait and landscape views.

Improved website integration
Our brandless embed is now fully responsive, allowing the booking page to automatically adjust to the width of the webpage in which it is embedded, providing your customers with the best scheduling experience on any device. In addition, the new light and modern interface blends into your website environment, conveying your brand identity at its fullest. See our brandless embed

Please note: If ScheduleOnce is already embedded in your website, you must replace the embed code by going in your ScheduleOnce Account to Integration -> Website integration -> Brandless embed.

To learn more about this new release, please see the What’s new in 6.7 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.

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Seven weeks ago, we released our integration with Outlook Calendar. Due to the sensitive and complicated nature of Outlook, the integration was released in private beta status. Users who wanted to participate in the beta program had to fill out a short questionnaire that described their Outlook environment. We sent them a participation code that allowed them to download the connector and connect their Outlook Calendar to ScheduleOnce.

During the seven weeks in which we ran the private beta program, more than 500 users connected their Outlook Calendars to ScheduleOnce. We received a lot of great feedback and fixed bugs across a wide range of system configurations – different Outlook versions, different Windows versions, and a wide range of corporate environments.

At this point in time, we feel that our Outlook integration is ready for public beta. We have removed the need for the participation code and any Professional or Enterprise user can install the connector and connect their Outlook Calendar to ScheduleOnce.

To learn more about our integration with Outlook, please see the Outlook Calendar help section.

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ScheduleOnce is well known for its great calendar integration. We have had the best Google Calendar integration for years, and just recently, we released our Outlook integration into private beta. ScheduleOnce 6.6 adds a different type of use case into the calendar mix: the ability to work without a connected calendar.

Most of you will probably wonder why we are providing this option when we have such great third-party calendar integration. The truth of the matter is that, in the vast majority of cases, working with your connected calendar is the right way to go. However, there are a few scenarios in which working without a connected calendar is required:

  • Security considerations: Some organizations do not allow connection to a third-party calendar.
  • High booking volume: When booking volume is very high, third-party calendars may not cope well with the load.
  • Specific scheduling scenarios: In some scheduling scenarios such as scheduling in shows and conferences, there is no distinct advantage to connecting a calendar and working without a calendar is simpler.

Even if the above scenarios do not apply to you, the ability to work without a connected calendar plays an important role in allowing us to simplify your setup and configuration of ScheduleOnce. For example, when you disconnect a third-party calendar, there will be no change in settings whatsoever. You can disconnect one calendar and connect another and your configuration will stay intact.

To learn more about this new release, please see the What’s new in 6.6 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.

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We are happy to announce ScheduleOnce 6.5, a major release with a slew of new features.

Connection to Outlook Calendar (beta)
Our top-notch integration with Google Calendar was one of the major factors that propelled us to a leading position in the industry. With our new Outlook Calendar integration, we have taken our vast calendar integration experience and used it to create the most powerful Outlook Calendar integration the market has ever seen.

The Outlook integration project is big and complicated, and it is not over yet. We are releasing the ScheduleOnce connector for Outlook as a private beta so we can continue to improve it in a controlled environment. If you would like to participate in the beta program, please fill out this form.

Watch the video to learn more about our Outlook integration:

Mobile admin interface
The mobile admin interface is a rich web application that runs on all major browsers and mobile platforms. Existing ScheduleOnce users simply go to scheduleonce.com from their mobile device and sign into their account. The mobile interface is optimized for both mobile phones and tablets, providing an ideal user experience for every device type.

The mobile admin interface allows you to:

  1. View bookings in the activity stream
  2. Approve booking requests
  3. Request a reschedule
  4. Cancel a booking
  5. Set the status of an activity to No-show
  6. Share your booking page links

The mobile web version of the admin interface is a significant milestone in our evolving roadmap to expand mobile access for our customers. Android and iOS apps are in the works and should be available in the coming months.

To try out the new mobile interface, go to scheduleonce.com on your mobile device and sign into your account.

The mobile admin interface (smartphone and tablet):

Multiple bookings per submission
Customers can now book multiple sessions with a single submission on your booking page. This is highly useful for scheduling coaching sessions, tutoring lessons, training sessions, and any repeating activity. Multiple bookings per submission is fully compatible with our web conferencing integration and supports canceling and rescheduling of any number of sessions in the series. See a live demo with multiple bookings per submission

Support for Google Apps resource calendars
If your organization is running Google Apps, you will be happy to know that we can now read and write to the Google Apps resource calendars and display them together with all other calendars in your ScheduleOnce account. The Google Apps resource calendars can be used in both resource scheduling and conditional booking scenarios.

ScheduleOnce for Google Apps on the new Google Apps Marketplace
With this release, ScheduleOnce for Google Apps is transitioning to the new Google Apps Marketplace.  This allows us to use the new version of the Google Calendar API, which we are already using in the standard version of ScheduleOnce. The new Google Apps Marketplace is available to Google Apps administrators and can be accessed from the Google Apps Admin console.

Additional features
Release 6.5 includes additional features such as a new Google login which uses OAuth 2.0, ability to change the login ID, time zone taxonomy improvements, ability to retrieve report data by meeting time, and the ability to edit your details on the invoices we issue to you.

To learn more about these additional features, please see the What’s new in 6.5 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.

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This Saturday, August 16, we’re releasing ScheduleOnce 6.5. We’ll have scheduled downtime for approximately one hour at 1 AM Eastern time. Service might be intermittent throughout the day.

ScheduleOnce 6.5 is packed with several new features requested by our customers:

Outlook connector in beta
Create a real-time connection between ScheduleOnce and your Outlook Calendar. We’re introducing our Outlook connector with a private beta program. Anyone with a Professional or Enterprise plan can request a participation code from contact@scheduleonce.com.

Mobile admin interface
Access your ScheduleOnce activity stream and approve your requested appointments on the go with our new mobile admin interface. Accessible from any smartphone or tablet.

Multiple bookings per submission
Allow your customers to book multiple sessions together and only submit their information once. Great for coaching sessions, software training, and virtual classes.

This is just a quick glimpse of some of the new features coming. Keep an eye out for the official blog post on Saturday to learn more.

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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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