Agendize Support

Interaction tools 2

• What are interaction tools?
• Lexicon

Product information 2

• Newsletter about product updates
• Status page for Agendize services

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

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

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

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

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 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

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

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 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

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