Agendize Support

Customer Engagement Platform 3

• Agendize Customer Engagement Platform
• First steps with online appointment booking
• Lexicon

Product information 2

• Newsletter about product updates
• Status page for Agendize services

The basics 5

• How to Manage your appointments and your calendar
• Creating and Managing Services
• Creating and Managing Staff Members
• Company location: opening hours, logo, address, phone number, website
• Appointment Reminders, Notifications, User feedback request & Activity summary

Advanced features 11

• Customize your Widget
• Customize your Scheduling Process
• Dashboard settings
• Insert videocall in appointments notifications
• Customize email, text message & ICS event templates for notifications or reminders

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Integration to your website 7

• Create & Integrate Booking Buttons To Your Website
• Create a scheduling URL to a specific service
• Create a scheduling URL for a group of services
• Can I integrate Agendize on WordPress site ?
• Weebly: How to integrate Agendize Appointment Scheduling and other tools into your website

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Business page on GMB or Facebook 6

• Google My Business | Adding an appointment URL to your company page
• Facebook | How to add a scheduling button?
• How to change the language or name of the Facebook tab on your page
• Partoo | Adding an appointment URL to your company page
• Uberall | How to integrate your Agendize account

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Email signature & LinkedIn staff's personal profile 1

• Create a scheduling URL to a specific staff member?

Client listing 3

• Listing & activity feed for customer relationship management
• Adding and Customizing Contacts
• Tags

Client feedback 2

• Client feedback report
• Google My Business: Collecting user feedback for your company page

Calendar synchronization 4

• Google / Microsoft calendars: Bidirectional synchronization with external calendars with Agendize
• Microsoft Exchange on-premise: How to synchronize appointments ?
• ICS/ICal: Synchronize an external calendar
• Troubleshooting Google Calendar Synchronization

Synchronization with a third-party CRM 6

• Synchronize with CRMs and Email marketing services
• Pipedrive: CRM Connector
• Salesforce: Synchronize both CRM & calendar
• Salesforce: Booking Appointments from your Contacts or Leads pages
• Salesforce: Post installation of the Salesforce application

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Online payment 1

• Online payment with Stripe, Paypal, Monetary, Ingenico & GlobalPayments

Automation 1

• Zapier: Integrate a third-party software with Agendize

Email-marketing 3

• Send Emailings to your contacts
• Send out an email to clients for their birthday
• Send an email to contacts depending on their last activity

Form Builder 2

• The Forms Dashboard
• Creating and Editing a Dynamic Form

Queue Management System 3

• QMS | How does it work
• QMS | Dashboard
• QMS | Widget installation & configuration

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

Reports 4

• Viewing and Creating Reports
• Appointment scheduling report
• Define access rights for reports
• QMS | Queue report

Analytics 2

• Google Analytics: Tracker integration
• Integrate a third-party analytics tracker with JavaScript events

API 3

• REST API for Developers
• Resellers and franchisors: Deploy accounts and companies using Agendize API
• Create accounts for specific business categories with API batches

SSO (Single Sign-On) 2

• SSO: Single Sign-On for backoffice users
• SSO: SAML 2.0 integration for MS ADFS

Scheduling widget customization 5

• JS/CSS examples for widget customization
• Can I change the color of the widget?
• Pre-populate contact info in the scheduling widget
• Scheduling widget: GET parameters & Javascript variables
• Create a new contact in CRM for each appointment

Reseller console 4

• Creating and Maintaining Accounts
• Create a client account
• How to manage appointment request for your clients in your reseller console
• Reseller: SMS monthly quota

Reseller settings 6

• Email/SMS/ICS default templates for clients
• Scheduling widget design customization with CSS
• Email settings | DKIM & SPF support
• White label | Settings
• White label | Custom domain

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Appointment scheduling 2

• Hair Salon
• Real Estate

Registration 2

• Fitness & Gym
• Training and group classes

Booking 1

• Bed & Breakfast / Hotel

Delivery 0

Access to the store 0

Access & permissions 4

• Managing Multiple Users on Agendize
• User licenses
• Managing Staff Member Rights for scheduling
• Staff Roles | What the user experience can look like for your staff

Regulations 4

• Privacy policy settings | GDPR
• Agendize Cookies
• Agendize sub-processors
• Data portability & reversibility

FAQ 6

• What languages does Agendize support ?
• My account is locked
• What Languages Does Agendize Support ?
• Is My Data Secure on Agendize ?
• I do not receive emails / my staff does not receive emails

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