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Knowledge base
Getting started
Interaction tools
2
What are interaction tools?
Lexicon
Product information
2
Newsletter about product updates
Status page for Agendize services
Appointment Scheduling & Booking
The basics
7
First steps with online appointment booking
Creating and Managing Services
Creating and Managing Staff Members
How to Manage your appointments and your calendar
Company location: opening hours, logo, address, phone number, website
See all 7 articles
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
Advanced features
24
Customizing your Widget
Online payment with Stripe, Paypal, Monetary, Ingenico & GlobalPayments
Insert videocall in appointments notifications
Managing multiple languages for your customers
{if} Customize email & text message and ICS event templates for notifications and reminder
See all 24 articles
Integration to your website or social media
12
Create & Integrate Booking Buttons To Your Website
Google My Business: Adding an appointment URL to your company page
Create a scheduling URL to a specific staff member?
Can I integrate Agendize on WordPress site ?
Weebly: How to integrate Agendize Appointment Scheduling and other tools into your website
See all 12 articles
CRM
Client listing
3
Listing & activity feed for customer relationship management
Adding and Customizing Contacts
Tags
Connectors & synchronization
5
Synchronize with CRMs and Email marketing services
Salesforce: Synchronize both CRM & calendar
Salesforce: Booking Appointments from your Contacts or Leads pages
Salesforce: Post installation of the Salesforce application
Pipedrive: CRM Connector
Client feedback
2
Client feedback report
Google My Business: Collecting user feedback for your company page
Marketing
Email-marketing
4
Send Emailings to your contacts
Pre-populate contact info in the scheduling widget
Send out an email to clients for their birthday
Send an email to contacts depending on their last activity
SMS-marketing
1
SMS Marketing and Templates
Engagement tools
Queue Management System
3
QMS | How does it work
QMS | Dashboard
QMS | Widget installation & configuration
Form Builder
2
The Forms Dashboard
Creating and Editing a Dynamic Form
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
Reporting
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
Developers
API
4
REST API for Developers
Zapier: Integrate a third-party software with Agendize
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 (CSS/JS)
3
JS/CSS examples for widget customization
Scheduling widget: GET parameters & Javascript variables
Create a new contact in CRM for each appointment
Resellers
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
See all 6 articles
Use cases
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
Account management
Access & permissions
1
Managing Multiple Users on Agendize
Regulations
4
Privacy policy settings | GDPR
Agendize Cookies
Agendize sub-processors
Data portability & reversibility
FAQ
8
What languages does Agendize support ?
My account is locked
What Languages Does Agendize Support ?
Is My Data Secure on Agendize ?
How do I cancel my subscription?
See all 8 articles
iOS/Android Mobile App
2
iOS/iPhone/iPad : Getting Started With the Mobile App
Android: Getting Started on the Mobile App
Marketplace
Duda
4
Duda: Getting Started with Online Appointment Booking and Scheduling
Create your Agendize account (video)
Duda: Your booking widget (video)
Duda: Your user dashboard (video)
Vendasta
1
Vendasta: Getting Started with Online Appointment Booking