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ScheduleOnce 8.0 will be released this weekend

We are happy to announce that ScheduleOnce 8.0 will be released on September 2nd. For this release, we have completely revamped our platform to improve your user and customer experience. You can read about the new features in our previous blog posts on the new customer front and the new user interface.

The release will start on September 2nd at 12:00 AM Saturday (midnight between Friday and Saturday), Eastern US time. Since this is a major release, we expect downtime of 180 minutes and service may be intermittent for up to 24 hours thereafter.

We will do our best to make the migration to 8.0 as seamless as possible. Your account, booking pages and master pages will be automatically upgraded to ScheduleOnce 8.0. We also want to give you a heads up to a few process and design changes that you should be aware of and be ready to review when the release is live:

Booking page themes will be updated
All of your booking pages and master pages will be automatically updated with new out-of-the-box themes. This includes all pages, whether standalone or integrated onto your websites.

We encourage you to take a look at all of your pages to see how the new themes look. You will be able to customize our system themes, or create your own from scratch with our new theme designer. This will give you greater flexibility to ensure all your pages are in line with your branding.


Privacy protection for stored customer data 
We are committed to ensuring that your customer data is kept safe and secure. We have added a new layer of security for bookings made with contacts stored in databases, such as your CRM, or your ScheduleOnce account. In these cases, customer information will not be visible on the booking form and we will only indicate that the data is used for making the booking.


Categories will be their own step on the customer interface
If you use categories to organize your booking pages and event types, you will see that they are now a separate step in the booking process. Your category labels and selection instructions will by default say “Category” and “Select a category”. Once the release is live, you will be able to change the text to what your categories actually represent like Location, Department, etc.


Have questions about the launch?
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.


Updates to our Terms of Use

We have updated our Terms of Use (now known as a Master Service Agreement) to better reflect our expanding product solutions and growing security and privacy obligations.

At the start of this year, we announced our acquisition of Reschedge, the world’s best algorithmic scheduling engine. With this acquisition, we are now a multi-product solution helping our customers better connect with their prospects, customers, and candidates. This broadening of our solutions portfolio, meant we had to revise our Terms of Use. This is one of two primary reasons for the update.

The second reason? Our ever-growing commitment to security and privacy. We hold ourselves accountable to the highest standards and undertake significant efforts to ensure customer data is kept completely private and confidential. We apply sophisticated security measures to help protect our systems from evolving threats and work with industry experts to help ensure our ongoing compliance with leading global privacy regimes. As a result of these efforts, we are happy to accept much more rigorous privacy and security obligations under our contract with you.

We worked hard to ensure that our updated Terms of Use are clear, fair, and do not leave any doubt in the reader’s mind. A team of privacy and security experts, lawyers, marketers, and company executives collaborated to make this happen. We appreciate that legal documents can sometimes leave you blurry-eyed and confused. To help you easily navigate through our new Terms of Use, we added a “simply put” version besides each section of the agreement. Everything is laid out for you to follow: no guessing required and no hidden terms. We are confident in the fairness of our agreement and have gone the extra mile to be as transparent as possible.

We encourage you to read through it! We are excited to now offer our customers a beautifully simple way of contracting with us for our products and services.

Read our new Master Service Agreement

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.

Introducing our improved user interface – ScheduleOnce 8.0

Over the years, the brains behind ScheduleOnce have worked hard to add and refine all the features necessary to provide a complete out-of-the-box scheduling solution that fits your business needs.  Offering a comprehensive and feature-rich solution is one thing, but laying it out in a simple and intuitive way for users to understand and effectively implement is the real challenge.

With ScheduleOnce 8.0, we will be introducing a completely redesigned interface that simplifies setup and user management, allowing you to focus on what really matters.

Simpler Setup
We have rebuilt our interface to clarify the relationships between booking pages, event types and master pages. These three entities are now grouped together in the main setup page.


When drilling down into any of these entities, there is now an overview screen, allowing you to quickly see the associations between the different entities. This remodeling makes it easier for you to configure new scheduling scenarios, as well as manage existing ones.

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Another improvement streamlining configuration is the new side bar. This menu provides quick access to integrations and tools, allowing you to easily build the optimal configuration for your specific business needs.

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Simpler user management
Our user management has also undergone a facelift. All your personal settings are now consolidated under your profile. Each user can now add a profile picture, making it easier for admins to manage a long list of users.

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We have also made it easier to assign or change booking page ownership. Ownership can now be managed directly from the relevant booking page rather than from the users tab.

Reach your customers
In addition to simplifying set up and user management, we have also made it easier for you to promote your booking pages. The main menu now includes a share and publish tab, which brings together options for integrating scheduling into your website, web forms, campaigns, and emails. All the share and publish options are now centralized in one place so you can quickly access the links and embed codes you need to reach your customers.

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In ScheduleOnce 8.0 we will also be introducing new important branding features. We have developed a theme designer that can be used to customize the look and feel of your booking pages. You can customize our out-of-the-box system themes or create your own themes to reflect your branding. Customers who schedule with you will have a seamless experience, resulting in more bookings and higher conversion rates.

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Scheduling for all
We’re committed to providing a great experience to all our users. Our new interface is ADA compliant and follows the internationally recognized best practices in Section 508 of the U.S. Rehabilitation Act and the Web Content Accessibility Guidelines (WCAG) 2.0 Level AA.

Can’t wait for the launch?
We can hardly contain our excitement for ScheduleOnce 8.0! Stay tuned for more details in the coming weeks and get ready for the launch!

Introducing the new and improved scheduling experience – ScheduleOnce 8.0

A good customer experience wins business.
You work hard to provide the best possible experience across every customer touchpoint. Scheduling is one of those points.

At ScheduleOnce, it’s our top priority to ensure that scheduling is an integral and seamless part of your overall customer experience. We concentrate on optimizing every aspect of scheduling so that you can focus on your business and what really matters.

Based on your feedback and our ongoing commitment to offering a best-in-class solution, we have revamped the customer scheduling experience. Over the last year, a team of UX experts, designers, developers and product managers has been working hard to make this happen. We modernized the look and feel of booking pages, optimized the scheduling process from start to finish and made ScheduleOnce accessible to all.

All this will be rolled out in our next release – ScheduleOnce 8.0.

How will you see this in action?
We’re giving booking pages a sleek new design that is clean, uncluttered and customizable. You will be able to add background images and set other properties such as logo, background opacity, and button color to name a few.

This ability to customize the design of your pages allows you to fully extend your branding to online scheduling. By visually integrating ScheduleOnce into your online environment, your customer’s scheduling experience will be seamless and completely under your brand.

An inclusive design approach
ScheduleOnce is committed to providing a solution that is accessible to everyone. It is our top priority to design and engineer products with a focus on usability and accessibility for all our users and their customers, with or without a disability. To help meet our goal of universal design, we built ScheduleOnce 8.0 based on internationally recognized best practices.

ScheduleOnce provides full support for screen readers and offers keyboard equivalents for all actions that require a mouse. We have also designed the platform with color schemes, contrast settings and fonts that are visually accessible to everyone, including users with low vision and color blindness.

Get excited!
We’ll be working hard over the next few weeks to put the finishing touches on the all-new ScheduleOnce. Stay tuned for more details and get ready for the launch!

ScheduleOnce 7.9 is live – Direct integration with Exchange

We are excited to announce our Exchange Integration!
Our calendar integrations have always been one of the key strengths of our platform. Over the years, we’ve heavily invested in developing the most robust native calendar integrations in the market and today we are paving the road for our competitors.

Today, we are announcing the industry’s first direct integration with Exchange via self-service. The Exchange integration supports all variations of Microsoft Exchange: On-Premise Exchange, Exchange online, Office 365, and

Why only now?
You may be asking yourself, why have we waited so long to develop a direct integration with the Exchange Calendar?

So here is a brief history. A few years ago, before technology started moving to the cloud, organizations were not prepared to open up the Exchange Web Services (EWS) API used to allow external apps to connect with Exchange . They saw it as a potential security risk. This meant that the only way to connect to the Exchange Calendar was via an Outlook connector. In line with this, ScheduleOnce developed its Connector for Outlook and offered it as a solution for companies using Exchange.

The PC connector did the job, but it was not an ideal solution. The connector not only requires an installation for each user, but it also cannot be installed on a Mac, its execution is fully dependent on the health of the PC on which it’s installed, and it requires the PC to be turned on and connected to the internet.

Fast forward to 2017. We now live in a reality where cloud-based solutions are the norm and people are accustomed to being connected anywhere, anytime, from their mobile. With this reality, companies realize that they have no choice but to either move to a cloud-based solution or open up the EWS. This leads us to today, where we publicly announce our EWS-based Exchange integration.

Introducing ScheduleOnce’s Exchange Integration
It was important for us to make this integration available to businesses of all sizes. Our vision was to allow anyone to easily connect to their Exchange Calendar. For this reason, we made the conscious decision to offer this connection via self-service.

Prior to this public release of our Exchange integration, we carried out Beta testing for two months. Over 500 users connected, allowing us to test the integration with a wide range of on-premise and cloud-based Exchange servers.

Establishing the connection requires no technical knowledge and can be done in a matter of seconds. Once connected, busy times are retrieved and any bookings made via ScheduleOnce are immediately created in your calendar. Busy time can be retrieved from multiple calendars, including those created by you and shared with you.


For more information about our Exchange integration and other new features in ScheduleOnce 7.9, please see the What’s new in version 7.9 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 Acquires Reschedge

January 11, 2017 – We are very excited to announce that we have acquired Reschedge, the world’s best algorithmic scheduling engine for interviews. This acquisition allows us to leverage our platform to offer an end-to-end solution for interview scheduling through all phases of the talent acquisition lifecycle. We believe that Reschedge is the perfect fit to extent our offering to recruiting departments.

Recruiting the right people is essential to the success of any company in today’s fast-paced business environment. While the search for top talent has intensified, the process of coordinating interviews remains an obstacle. Hours can be spent juggling interviewer and candidate availability, lining up panel and manager interviews, reserving conference rooms and dealing with last-minute changes. This means candidates don’t see hiring managers fast enough and top talent can be stolen away.

With the acquisition of Reschedge, we are now able to provide a scheduling solution for all interview types. From preliminary screening calls and one-on-ones, to panels and all-day sequenced interviews, we can handle it all. Together, ScheduleOnce and Reschedge help get candidates in front of hiring managers faster and reduce time spent scheduling interviews by up to 95%.

You can now purchase Reschedge SaaS subscriptions directly from ScheduleOnce. If you are using ScheduleOnce for recruitment and would like to see how Reschedge can help you streamline the interview process from start to finish, please schedule a demo with us.

For more information on this acquisition please see our Press Release.

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 7.8 is live – Trust Center and Custom security policies

ScheduleOnce is committed to being a trusted vendor. We believe that trust can only be built through transparency.

In ScheduleOnce 7.8, we have built a Trust Center on our website to help you understand exactly what we are doing to ensure we offer a secure and compliant scheduling solution. By providing visibility into policies, processes, and the safeguards that protect your data, we hold ourselves accountable at the highest levels. Our Trust Center outlines the four pillars of trust which our solution is built upon – Security, Privacy, Availability, Compliance – along with the fundamental guiding principle by which we operate – Transparency.

ScheduleOnce 7.8 also includes new security features. As an Enterprise user, you can now customize your account’s security setting and enforce your organizational security policies. Stricter password policies can now be implemented by increasing the minimum character length, strengthening the complexity with more character group requirements, and shortening the password expiration timeframe. Additionally, you can now choose to add a layer of security to your ScheduleOnce account by enabling the automatic lockout and short session timeout mechanisms.

For more information about this release and links to specific articles, please see the What’s new in version 7.8 article.

As always, if you have any questions or feedback, we would love to hear it. You can add a comment to this post or use our Contact page.

ScheduleOnce 7.7 is live – Cancel and reschedule bookings from Outlook and Google Calendars

Our calendar integrations have always been one of the key strengths of our platform. Over the years, we’ve invested heavily in our integrations to provide the most robust set of features in the market.

In ScheduleOnce 7.7, we are taking our Google and Outlook Calendar integrations to the next level. It is now possible to cancel or reschedule bookings directly from your Outlook or Google Calendar. When changing the meeting time in the calendar event, or deleting the event altogether, the changes will sync back to ScheduleOnce and the booking will be updated or canceled accordingly. All additional reminders, and any connected third-party apps will be updated as well.

This is extremely useful when a customer calls in and requests to cancel or reschedule a booked meeting. When on the phone with the customer, the user doesn’t need to search for the booking in ScheduleOnce. The user can simply update the booking directly in the connected calendar. This improves user productivity by allowing to make changes on the spot. In addition, it increases customer satisfaction by allowing you to provide faster service.

Please note that if you would like to use these capabilities, you will need to turn on Calendar actions in the integration page. Learn more about cancelling from Google CalendarLearn more about cancelling from Outlook Calendar

ScheduleOnce 7.7 also includes enhancements to our Infusionsoft integration, and a new Security Center.

For more information about this release and links to specific articles, please see the What’s new in version 7.7 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.

ScheduleOnce 7.6 is live – Manual refund notifications, Amazon SES support, and CSV export

We are happy to announce the release of ScheduleOnce 7.6, which contains several enhancements in various areas, including:

Notifications and credit invoices for manual refunds via ScheduleOnce: If you are using our Payment integration feature, you can now automatically generate a credit invoice and notify Users and Customers when a refund is manually issued via ScheduleOnce. You can either use our out-of-the-box default email and SMS notifications or customize your own manual refund template. These notifications ensure that all parties have been made aware of the refund and have a written record of it. Credit invoices are automatically added to email notifications.

Email from you domain – Support for Amazon SES and other SMTP mail servers: Email from your domain can now be set up with email domains that require SMTP username and password to access the server, such as Amazon SES. This new enhancement is ideal for businesses that use ScheduleOnce on a large scale and send out a high volume of notifications.

Export reports to CSV: In addition to Excel and PDF, all ScheduleOnce reports can now be exported to a CSV file. This should allow you to easily track, keep a record of, and print all reports in whichever format you desire.

As part of this release, we’ve also published new customer testimonials on our website focusing on our Salesforce, Infusionsoft, and Zapier integrations. Go to the Customers page on the ScheduleOnce website to learn how customers are leveraging ScheduleOnce to meet and exceed their business goals.

For more information about this release and links to specific articles, please see the What’s new in version 7.6 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.

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.