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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
View all 12
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
View all 7
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
View all 6
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
View all 6
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
View all 6
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 ?
View all 8