Knowledge Base

  1. Home
  2. Knowledge Base
  3. Best Practices

Best Practices


Within these pages, you’ll find some handy references to ensuring that your Apptoto experience is as seamless and efficient as possible.

Generating appointments

Participant Info

When creating new appointments, in most cases, Apptoto will be able to extract participant information automatically without requiring a significant change in your method for titling, but to ensure the most accurate import of information, we recommend the following format when creating new appointments:

Appointment type – Participant Name – (555) 555-5555 –

This format, specifically the “ – “ spacing, will ensure that all elements of the participant’s contact information are pulled into the Apptoto system correctly. Click here to see more information about the extraction process.