Knowledge base

Getting started (2)

Customer Engagement Platform (2)

• Agendize Customer Engagement Platform
• Lexicon

Product information (1)

• Status page for Agendize services

Appointment Scheduling (2)

The basics (6)

• How to Manage your appointments and your calendar
• Creating and Managing Services
• Creating and Managing Staff Members

View all 6

Advanced features (6)

• Customize your Scheduling Process
• Customize your Widget
• Dashboard settings

View all 6

CRM (2)

Client listing (3)

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

Client feedback (2)

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

Scheduling Widget Integration (4)

Social medias (1)

• Google Business Profile | Adding an appointment URL to your company page

Integration to your website (4)

• Scheduling widget integration
• Can I integrate Agendize on WordPress site ?
• WIX | How to add online scheduling to your website

View all 4

Email signature & LinkedIn staff's personal profile (1)

• Create a scheduling URL to a specific staff member?

Third-party store locator (3)

• Uberall | How to integrate your Agendize account
• Yext | Adding an appointment URL to your company page
• Partoo | Adding an appointment URL to your company page

Connectors & Synchronization (3)

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

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Synchronization with a third-party CRM (2)

• Synchronize with CRMs and Email marketing services
• Pipedrive: CRM Connector

Online payment (1)

• Online payment with Stripe or Paypal

Custom forms (1)

Contact form, NPS...

Form Builder (2)

• The Forms Dashboard
• Creating and Editing a Dynamic Form

Marketing (1)

Email-marketing (3)

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

Automation (2)

Workflows (2)

• Workflows to automate actions
• New appointment notified in Google Chat

Automation platforms (1)

• Zapier: Integrate a third-party software with Agendize

Resellers (2)

Reseller console (2)

• Creating and Maintaining Accounts
• Create a client account

Reseller settings (1)

• Email/SMS/ICS default templates for clients

Reporting (1)

Reports (3)

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

Account management (4)

Common issues and questions about your customer account

Regulations (6)

• Agendize security portal
• Agendize sub-processors
• Privacy policy settings

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Access & permissions (5)

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

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FAQ (9)

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

View all 9

Custom domain (1)

• White label | Custom domain

Developers (3)

API (4)

• REST API for Developers
• Watchers / Webhooks
• Create accounts for specific business categories with API batches

View all 4

Sign-On (2)

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

Scheduling widget customization (2)

• Pre-populate contact info in the scheduling widget
• Scheduling widget: GET parameters & Javascript variables