Agendize Support

Interaction tools 1

• What are interaction tools?

Product information 2

• Newsletter about product updates
• Status page for Agendize services

Developers 7

• REST API for Developers
• Resellers and franchisors: Deploy accounts and companies using Agendize API
• Integrate a third-party analytics tracker with JavaScript events
• Create a new contact in CRM for each appointment
• SSO | Single Sign on for backoffice users

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Appointment Scheduling | The basics 10

• First steps with online appointment booking
• Creating and Managing Services
• Creating and Managing Staff Members
• How to Manage your appointments and your calendar
• Create & Integrate Booking Buttons To Your Website

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Appointment Scheduling | Advanced features 39

• Synchronize with CRMs and Email marketing services
• How to synchronize appointments with Microsoft Exchange ?
• Insert visiocall in appointments notifications
• Managing services and resources in a company
• {if} Customize email & text message and ICS event templates for notifications and reminder

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Scheduling Best Practices by Vertical 0

CRM, client listing, and marketing tool 6

• CRM: Listing & activity feed for customer relationship management
• Adding and Customizing Contacts
• Send Emailings to your contacts
• Tags
• SMS Marketing and Templates

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Reseller Console 7

• Creating and Maintaining Accounts
• Create a client account
• Email/SMS/ICS default templates for clients
• White label settings
• Scheduling widget design customization with CSS

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Reports & Analytics 5

• Viewing and Creating Reports
• Integrating Google Analytics with Agendize Tools
• Appointment scheduling report
• Client feedback report
• Define access rights for reports

Third Party Integrations 7

• Can I integrate Agendize on WordPress site ?
• How to integrate Agendize Appointment Scheduling and other tools into your Weebly website.
• How to add your online scheduling button and widget to your WIX website
• Post installation of the Salesforce application.
• How to implement Agendize with Yext?

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iOS/Android Mobile App 4

• Getting Started With the Mobile App on iOS
• Download and Login to the Agendize mobile app using the Magic Link on iOS
• Download and Login to the Agendize Mobile app using the Magic Link on Android
• Getting Started on the Mobile App on Android

Call Tracking 2

• Creating and Editing a Call Tracking Number
• Google Analytics for Call-Tracking

Click to Call 1

• Creating a Click-to-Call Button

Live Chat 4

• Creating and Customizing a Live Chat Button
• The Chat Console
• Contact form & offline message
• Chat Console Sound none functional?

Form Builder 2

• The Forms Dashboard
• Creating and Editing a Dynamic Form

Save & Share 1

• Create a Save & Share Button

Common Questions 11

• My account is locked
• What Languages Does Agendize Support ?
• Is My Data Secure on Agendize ?
• How do I cancel my subscription?
• What can I do with your APIs?

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Regulations 1

• Privacy policy settings | GDPR