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      • Apptoto Platform
      • Apptoto becomes your appointment-based relationship management system through automated Reminders, Scheduling and Messaging.
    • Apptoto Reminders
      • Automated appointment reminders and confirmation by SMS text, email, and/or voice calls.
    • Apptoto Scheduling
      • Streamline your appointment scheduling by allowing clients to view your calendar and book appointments directly.
    • Apptoto Messaging
      • Two-way business text messaging from any phone number.
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The Apptoto Manual

Apptoto Manual

  • Getting Started
    • Activate Your Account
    • Connect Your Calendar
    • Add Your Address Books
    • Assess Your Appointments
    • Review Your Reminders
    • Stay Informed
    • Optimization and Advanced Features
  • Connecting Apptoto to Your Data
    • Google Calendar & Contacts
    • Microsoft Outlook
      • Microsoft Outlook (Citrix Environment)
    • Outlook.com/Office 365
    • Connecting Microsoft Exchange
      • Exchange/SQL Sync Agent Troubleshooting
    • SQL Database
    • Salesforce
    • Clio
    • Zapier
    • iCloud
    • CalDAV
    • Importing Data
  • Participant Extraction
    • Automatic Extraction
    • Automatic Contact Matching
    • Explicit Contact Matching
    • Manual Contact Entry
    • Suggested Event Templates
  • Best Practices
    • Google
  • Message Setup
    • Message Templates
      • Fields
      • Custom Fields
      • Filters
      • Conditional Logic
      • Voice Recordings (Calls Only)
      • Images (Emails Only)
      • Buttons (Emails Only)
      • Examples
    • Auto Messages
      • Creating an Auto Message
      • Message Editor
      • Message Timing Options
        • Reminder Message Timing
        • Followup Message Timing
        • Booking Message Timing
      • Rule Blocks
      • Advanced Settings (Auto Messages)
      • Auto Replies & Actions
      • Manually Scheduling an Auto Message
      • Automatically Sending Auto Messages
      • In-Event Commands (e.g., #skip)
      • One-Time Messages (Apptoto Connect)
    • Multiple Message Schedules
      • Create Message Schedules
      • Creating Messages in Multiple Languages
  • Appointments Tab
    • Agenda View
      • Appointment Info
      • Participant Info
      • Messages
    • Month View
    • Week View
    • Day View
    • Appointment Editor
    • Appointment Search Syntax
  • Online Booking Pages
    • Availability Pages
      • Multiple Calendar Support
      • Availability
      • Appointment Types
      • Booking Appointment Template
    • Sign Up Pages
    • Appearance
    • Contacts & Address Book Integration
    • Preview
    • Booking Fields
    • Add to Calendar
    • Booking Actions
    • Embedding Your Booking Page
    • Tracking Booking Page Visitors
  • Opt-out & Opt-ins
    • Contact Preferences (Opting in and out)
    • Explicit Opt-out & Opt-in Lists
    • Participant Extraction Blacklist
    • Stoplists
  • Handling Replies
    • Confirmations / Cancellations / Reschedule Requests
    • Two-Way Messaging
    • Auto Replies
  • Appointment Pages
  • Campaigns
  • Account Management
    • Caller ID
    • Managing Your Time Zone Settings
    • Dealing With Multiple Time Zones
    • Billing
    • Additional Logins
    • Group Users
    • Supported Locations
    • Ensuring Email Deliverability
    • Exporting Your Account Data
      • Exporting Appointment Data
      • Exporting Message Data
      • Exporting Booking Data
  • Participant Check-In States
  • Webhooks
    • Webhook Triggers
    • Webhook Actions
      • Setup a Webhook Action
      • Setup a SMS Message Webhook
      • Setup an Email Message Webhook
  • Inbox / Outbox Tab
    • Conversation Search Syntax

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Apptoto Manual

Apptoto is primarily an automated appointment messaging service that integrates with your existing workflow. Once fully configured, you shouldn’t have to interact with Apptoto; it will just work in the background sending messages to your clients based on the content of your calendar.

How To: Apptoto Overview

Apptoto also has online scheduling capabilities, which allow your clients and prospects to book appointments with you or your team.

Apptoto connects to your existing calendar and extracts contact information (and other relevant data) out of each event it finds on the calendar. If you don’t want Apptoto to connect to your calendars, you can also create a “private” Apptoto calendar directly on the Apptoto website.

Apptoto can significantly decrease the number of no-shows you incur by sending customizable reminder messages. It can also increase customer retention and satisfaction through the use of follow-up messages.

To get started with Apptoto, we recommend you follow this tutorial.

A webinar is available at www.apptoto.com/support

Articles

  • Getting Started
    • Activate Your Account
    • Connect Your Calendar
    • Add Your Address Books
    • Assess Your Appointments
    • Review Your Reminders
    • Stay Informed
    • Optimization and Advanced Features
  • Connecting Apptoto to Your Data
    • Google Calendar & Contacts
    • Microsoft Outlook
      • Microsoft Outlook (Citrix Environment)
    • Outlook.com/Office 365
    • Connecting Microsoft Exchange
      • Exchange/SQL Sync Agent Troubleshooting
    • SQL Database
    • Salesforce
    • Clio
    • Zapier
    • iCloud
    • CalDAV
    • Importing Data
  • Participant Extraction
    • Automatic Extraction
    • Automatic Contact Matching
    • Explicit Contact Matching
    • Manual Contact Entry
    • Suggested Event Templates
  • Best Practices
    • Google
  • Message Setup
    • Message Templates
      • Fields
      • Custom Fields
      • Filters
      • Conditional Logic
      • Voice Recordings (Calls Only)
      • Images (Emails Only)
      • Buttons (Emails Only)
      • Examples
    • Auto Messages
      • Creating an Auto Message
      • Message Editor
      • Message Timing Options
        • Reminder Message Timing
        • Followup Message Timing
        • Booking Message Timing
      • Rule Blocks
      • Advanced Settings (Auto Messages)
      • Auto Replies & Actions
      • Manually Scheduling an Auto Message
      • Automatically Sending Auto Messages
      • In-Event Commands (e.g., #skip)
      • One-Time Messages (Apptoto Connect)
    • Multiple Message Schedules
      • Create Message Schedules
      • Creating Messages in Multiple Languages
  • Appointments Tab
    • Agenda View
      • Appointment Info
      • Participant Info
      • Messages
    • Month View
    • Week View
    • Day View
    • Appointment Editor
    • Appointment Search Syntax
  • Online Booking Pages
    • Availability Pages
      • Multiple Calendar Support
      • Availability
      • Appointment Types
      • Booking Appointment Template
    • Sign Up Pages
    • Appearance
    • Contacts & Address Book Integration
    • Preview
    • Booking Fields
    • Add to Calendar
    • Booking Actions
    • Embedding Your Booking Page
    • Tracking Booking Page Visitors
  • Opt-out & Opt-ins
    • Contact Preferences (Opting in and out)
    • Explicit Opt-out & Opt-in Lists
    • Participant Extraction Blacklist
    • Stoplists
  • Handling Replies
    • Confirmations / Cancellations / Reschedule Requests
    • Two-Way Messaging
    • Auto Replies
  • Appointment Pages
  • Campaigns
  • Account Management
    • Caller ID
    • Managing Your Time Zone Settings
    • Dealing With Multiple Time Zones
    • Billing
    • Additional Logins
    • Group Users
    • Supported Locations
    • Ensuring Email Deliverability
    • Exporting Your Account Data
      • Exporting Appointment Data
      • Exporting Message Data
      • Exporting Booking Data
  • Participant Check-In States
  • Webhooks
    • Webhook Triggers
    • Webhook Actions
      • Setup a Webhook Action
      • Setup a SMS Message Webhook
      • Setup an Email Message Webhook
  • Inbox / Outbox Tab
    • Conversation Search Syntax
Still stuck? How can we help?
Updated on October 10, 2019
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