agendize

Knowledge base

Getting started

Customer Engagement Platform 4

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

Product information 2

• Newsletter about product updates
• Status page for Agendize services

Appointment Scheduling & Booking

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 12

• 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

See all 12 articles

CRM

Client listing 3

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

Client feedback 2

• Client feedback report
• Google Business Profile | Collecting user feedback for your company page

Scheduling Widget Integration

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

See all 7 articles

Business page on GMB or Facebook 6

• Google Business Profile | 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

See all 6 articles

Email signature & LinkedIn staff's personal profile 1

• Create a scheduling URL to a specific staff member?

Connectors & Synchronization

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

See all 6 articles

Online payment 1

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

Engagement tools

Form Builder 3

• The Forms Dashboard
• Creating and Editing a Dynamic Form
• Form email notifications

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

Marketing

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

Automation

Workflows 1

• New appointment notified in Google Chat

Automation platforms 1

• Zapier: Integrate a third-party software with Agendize

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 4

• Email/SMS/ICS default templates for clients
• Scheduling widget design customization with CSS
• White label | Settings
• GTM | Customize the backoffice experience of your clients

Developers

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

Sign-On 2

• Sign-On link for backoffice users
• SAML 2.0 SSO 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

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

Use cases

Appointment scheduling 4

• Hair Salon
• Real Estate
• Auto repair
• Gérer l'activité de chargés d'affaires ou de consultants

Registration 2

• Fitness & Gym
• Training and group classes

Booking 1

• Bed & Breakfast / Hotel

Delivery 0

Access to the store 0

Marketplace

Orange 0

Evermaps 0

Account management

Access & permissions 5

• 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
• Access to multiple accounts

Regulations 6

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

See all 6 articles

Custom domain 1

• White label | Custom domain

FAQ 8

• What languages does Agendize support ?
• Email settings | How to configure email sender
• My account is locked
• What Languages Does Agendize Support ?
• Is My Data Secure on Agendize ?

See all 8 articles

Community forums

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API integration

Q&A about Agendize API 5

• Welcome to the API Q&A Community forum!
  Posted by Julien Pauthier, over 1 year ago

  Last Reply by Julien Pauthier over 1 year ago
• Next availability
  Posted by Mathieu Changeat, about 1 year ago

  Last Reply by Julien Pauthier 3 months ago
• Header/Left Menu Background Color
  Posted by Dylan Hensley, over 1 year ago

  Last Reply by Julien Pauthier over 1 year ago
See all 5 topics

Questions à propos des API Agendize 1

• Bienvenue sur le forum communautaire API !
  Posted by Julien Pauthier, over 1 year ago

  Last Reply by Julien Pauthier over 1 year ago

Code samples with Agendize API 23

• API | How to create an API watcher and define its schema to meet your requirements
  Posted by Julien Pauthier, 7 months ago

  Last Reply by Julien Pauthier 7 months ago
• JS | Build a HTML table of scheduling widget links for all staffs and locations of an account
  Posted by Julien Pauthier, over 2 years ago

  Last Reply by Arnaud Masson over 2 years ago
• PHP | How to purge old CRM data and send out a data deletion report
  Posted by Julien Pauthier, about 1 month ago

  Last Reply by Julien Pauthier about 1 month ago
See all 23 topics

API batch examples for different use cases and verticals 7

• API batch | Reseller | Account & location creation: counsel
  Posted by Julien Pauthier, over 1 year ago

  Last Reply by Julien Pauthier over 1 year ago
• API batch | Reseller | Service creation
  Posted by Julien Pauthier, about 1 year ago

  Last Reply by Julien Pauthier about 1 year ago
• API Batch | Phonecall meeting
  Posted by Florian Mathieu, over 1 year ago

  Last Reply by Florian Mathieu over 1 year ago
See all 7 topics

Product feedback

Surveys 0

Widget integration

Q&A about Agendize widgets 2

• Custom Widget Fields Across all accounts
  Posted by Jonny Martin, over 1 year ago

  Last Reply by Julien Pauthier over 1 year ago
• Displaying Staff Member Name on Widget using custom JS
  Posted by Robert Purdy, over 1 year ago

  Last Reply by Julien Pauthier over 1 year ago

Widget & button look&feel 5

• CSS | New scheduling widget look&feel
  Posted by Clément Lejeune, about 1 year ago

  Last Reply by Clément Lejeune about 1 year ago
• CSS | QMS display widget
  Posted by Julien Pauthier, 11 months ago

  Last Reply by Julien Pauthier 11 months ago
• CSS | New look&feel for the custom forms
  Posted by Clément Lejeune, about 1 year ago

  Last Reply by Clément Lejeune about 1 year ago
See all 5 topics

Widget integration tips 4

• JS | How to hide opening hours or company address based on GET parameters
  Posted by Julien Pauthier, 10 months ago

  Last Reply by Julien Pauthier 10 months ago
• JS | How to restrict the number of resource available in the booking widget
  Posted by Julien Pauthier, almost 2 years ago

  Last Reply by Julien Pauthier almost 2 years ago
• JS | Integrate an analytics tracker with built-in events
  Posted by Julien Pauthier, about 2 years ago

  Last Reply by Julien Pauthier about 2 years ago
See all 4 topics