ScheduleOnce

ScheduleOnce Updates

ScheduleOnce mention · April 10, 2019

How Zapier and HubSpot Empower Businesses to Do More through Automation

In an ideal world, every business could turn to an all-in-one application to manage leads, emails, marketing campaigns, cloud-based storage, eCommerce—anything their business could possibly need. Since that world doesn't exist, we have the next best thing: app automation tool Zapier, which helps you get the most out...read more
ScheduleOnce mention · March 29, 2019

The Best Appointment Scheduling Apps for 2019

If you run a business that relies on client appointments, you know how much effort it takes to plan and manage the calendar. Clients, customers, or patients contact you asking for an appointment, and you have to figure out when it can work. It only gets more complicated when you...read more
ScheduleOnce mention · August 22, 2018

A Small Team Closes More Deals and Saves 2 Hours Per Day with Zapier

"I was overwhelmed with daily tasks, but almost all of them can now be automated thanks to Zapier."Trenton Berry, CTO, Total CSR Starting small and staying small are not equal in business. Every company starts small, with a person and an idea and grows from there. That growth includes...read more
ScheduleOnce mention · June 1, 2018

Financial Planners Save $200 Every Week with Zapier

How much is your time worth? Here's a thought experiment: If you offered out your services—maybe that's editing, support, sales, engineering—at an hourly rate, what would you charge? Now that you have a number, what are some of the tasks that take you the most amount...read more
ScheduleOnce update · February 20, 2018

Updates to ScheduleOnce: Manage Zaps within ScheduleOnce

Switching between multiple different tools to get things done can take up time and distract you. That's why we're happy to announce the latest improvements to our ScheduleOnce integration: You can now see all the ScheduleOnce Zaps you've set up right within the app. The new "Manage...read more
ScheduleOnce update · January 4, 2018

New for ScheduleOnce: Discover and Leverage ScheduleOnce's In-app Zapier Integrations

ScheduleOnce makes scheduling appointments easy by allowing prospects and customers to schedule their own meetings with you online. This helps save time, increase conversion rates, and accelerate engagement. However, scheduling is only one component of your broader workflow. Once a prospect makes a booking, you'll need that info in...read more
ScheduleOnce mention · July 26, 2017

How Automation Helps Olark Give Sales a Human Touch

In the age of automation and efficiency, some tasks are better suited for a robot, or more realistically, a computer. If it's repetitive, there's a good chance a tool exists to handle it for you. But some tasks and jobs require a human touch and approach. Especially when...read more
ScheduleOnce update · August 29, 2016

ScheduleOnce Updates: Pass Custom Fields from Bookings to Other Apps

Send information about your new, changed, or canceled bookings from ScheduleOnce to your other business tools using Zapier. Now you can also Zap custom details—such as attachments or selections from dropdown menus—to your CRM, marketing, or messaging apps. What's New with ScheduleOnce New Options When using ScheduleOnce...read more
ScheduleOnce update · June 6, 2016

Capture Leads and Contacts from Bookings with ScheduleOnce

When it comes to growing your business, nothing beats a 1-on-1 meeting. But catching customers on the phone can be difficult, and scheduling meetings through email is like writing every invoice by hand—a waste of your time. ScheduleOnce aims to streamline that process, helping you stay organized while increasing...read more
Nathan Snelgrove
Written by Nathan SnelgroveLast updated September 7, 2017

It’s hard to schedule meetings—far harder than it should be. We’re all inundated with email, and going back and forth to pick up a time is difficult and time-consuming. This is especially true with leads that come from your website. When you're booking an appointment with someone new, perhaps in a different time zone, it's difficult to settle on a time that works for everyone.

ScheduleOnce aims to fix all that.

ScheduleOnce is an all-in-one scheduling tool that integrates with your website, CRM, and calendar. While most online scheduling tools are one-trick ponies, ScheduleOnce aims to be the tool that connects all the disparate tools in your client management toolbox.

Setting up ScheduleOnce couldn’t be easier. Their setup wizard walks you through the process immediately after you sign up. During the setup, ScheduleOnce integrates with your calendar. The app can automatically connect with Exchange, Office 365, Outlook, Google Calendar, or iCloud—something most calendar apps don't offer, especially with iCloud.

ScheduleOnce also takes this opportunity to integrate with your CRM of choice. Out of the box, Salesforce interacts with Salesforce and Infusionsoft. ScheduleOnce generates new contacts (based on your specific workflow needs) in these CRM apps every time a form gets filled. If you don’t use Salesforce or Infusionsoft, ScheduleOnce also integrates with Zapier and there’s a good chance you can use ScheduleOnce integrations to connect any other favorite CRM.

ScheduleOnce also integrates with your website, allowing you to customize a booking widget, form embed, or button to get signups right from your website. They’re all impressively customizable, but they require you to be comfortable copying and pasting Javascript into your website. It can also integrate with your email server (on an Enterprise plan or higher) to send email from your own domain. And finally, ScheduleOnce integrates with PayPal for payment collection—though no sign of Stripe or other payment processing services yet.

The details out of the way, it's time to customize your booking pages. This is where ScheduleOnce shines. You can set up several different options within a booking form, with location (including a digital option for online meetings), time zones, hours, and everything else you’d expect from a service like this.

You can also create Master Pages to group selected booking forms together. This creates some interesting opportunities. Let’s say you ran a design company different departments: one for branding, one for web design, and one for advertising. You could create a form for each one that integrates with different sales teams or directors, and link them all together with a Master Page.

When you embed or share the link to a Master Page, your potential clients and customers can select whether they want to talk about their brand, website, or advertising. From there, they can interact with the specific individual forms you created.

Or say you're a sole practitioner at a health clinic. If you operate out of two health clinics, you could create a form each one and let your clients select the clinic closest to them before booking based on your availability.

Or, if you offer multiple event types, you could create a form for each one and allow clients to select the event type they need. You could use forms to select different fixed meeting lengths for each event type, and set each event type at a different price as well. You can even group event types by categories, if you manage a large office with multiple practitioners. (You can even use the round robin booking method to keep staff busy.)

And, to top if off, each booking form is white labelled so you can adjust it to match your business’ branding—whether the form is filled out on a phone, tablet, or desktop.

When your customers fill out a form, they answer a brief questionnaire about what the meeting is going to be about. You can customize that, too, so you get exactly the information you need from clients. (As examples, this would be a great place to ask about medical history for a clinic, or about car details for a mechanic.)

After a meeting is booked, both you and your client get the meeting added to your calendar of choice. You can integrate the meeting into CRM software to create leads, clients, or cases. In addition to Salesforce and Infusionsoft, Zapier will allow you to integrate with CRMs like Hubspot, Insightly, Wealthbox, Zoho, Highrise, and many more.

ScheduleOnce uses CRM integrations to let you create contacts, but you can also create sales pipelines and automate your tasks with each new contact. You can even create mailing lists with ease, so you can easily develop relationships with people you’ve met with.

A scheduling app has to make it easy to book appointments, and most of them do that. What makes ScheduleOnce special is that it thinks through the full customer relationship. Its booking pages are powerful, but its CRM integrations are truly impressive and keep you from juggling your CRM and your calendar. ScheduleOnce helps busy people like you and me schedule things only, well, once.

Have any feedback on this overview, or something we should change? Let us know!

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