Knowledge Base

• Getting Started
  • Activate Your Account
  • Connect Your Calendar
  • Connect Your Address Book
  • Review Your Appointments
  • Sending a Reminder Manually
  • Configure rules for appointment auto messages
  • Turning on Your Auto Messages
  • Reply to a client
  • Google Add-On
  • Install Apptoto Mobile App
  • Stay Informed
  • Optimization and Advanced Features
• Connecting 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
  • Importing Contact Information
• Participant Extraction
  • Automatic Extraction
  • Automatic Contact Matching
  • Explicit Contact Matching
  • Manual Contact Entry
  • Contact Groups
  • Suggested Event Templates
• Best Practices
  • Google
  • Salesforce
    • Using Salesforce Custom Objects/Fields in Campaigns
• 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
      • Incoming Text Message Handling
    • Manually Scheduling an Auto Message
    • Automatically Sending Auto Messages
    • In-Event Commands (e.g., #skip)
    • One-Time Messages (Apptoto Connect)
  • Attachment Support
  • 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
      • Seasonal Availability
    • Appointment Types
    • Booking “Templates”
  • Signup Pages
    • Signup Page Customization
  • All Booking Page View
  • Appearance
  • Contacts & Address Book Integration
  • Preview
  • Form Fields (fka Booking Fields)
  • Add to Calendar
  • Confirmation Page (fka “Booking Actions”)
  • Booking Page Messages
  • Embedding Your Booking Page
  • Tracking Booking Page Visitors
  • Salesforce Booking Page Integration
  • Zoom Integration
  • Microsoft Teams Integration
  • Allowing Additional Guests
  • Booking Changes
• Opt-out & Opt-ins
  • Contact Preferences (Opting in and out)
  • Explicit Opt-out & Opt-in Lists
  • Participant Extraction Blacklist
  • Stoplists
  • Text Messaging Consent
• Handling Replies
  • Confirmations / Cancellations / Reschedule Requests
  • Two-Way Messaging
  • Auto Replies
• Appointment Pages
• Address Book Campaigns
  • Calendar Campaigns
• Account Management
  • Caller ID
    • Caller ID Number Hosting
  • Methods for Managing Client Communication
  • Managing Your Time Zone Settings
  • Dealing With Multiple Time Zones
  • Billing
  • Additional Logins
  • Group Users
  • Account-Level Holidays
  • Request Username Update/Transfer
  • SAML Single Sign On (SSO)
  • Supported Locations
  • Ensuring Email Deliverability
    • Tracking Email Opens
  • Exporting Your Account Data
    • Exporting Appointment Data
    • Exporting Message Data
    • Exporting Booking Data
  • Two-Factor Authentication (2FA)
• 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
• Payments
  • Connecting your Payment Processor
  • Payments on Booking Pages
  • Payments on Signup Pages
  • Saving Payment Methods
  • Payments on the Agenda View
  • Issuing Refunds
  • Payments on the Contacts Tab
  • Payments for all Appointments
  • Payment Message Templates
• Phone Number Registration
  • 10 DLC Registration
  • Know Your Customer (KYC) Phone Number Registration
• System Updates & Alerts
  • April 24, 2024 – Limited Security Breach