Automatic Participant Extraction
Apptoto automatically extracts contact information from your appointments. It looks for names, phone numbers, and email addresses. You can optionally save the contact information to your address book for later use
Automatically matches to your address book entries based on the Full Name found in your events, associating the relevant phone numbers and emails
2-Way Calendar Sync (Google, etc.)
Appointments are updated in real-time on your calendar to show you which appointments have been reminded, confirmed, cancelled, or have requested rescheduling.
2-Way Address Book Sync
Easily connect your Address Book with Apptoto and Apptoto will use the contacts automatically when sending messages. You also have the ability to save new contacts directly to your Address Book when Apptoto finds them in your calendar.
Maintain complete control over who gets reminded by using Apptoto’s “In-Event” commands. These commands can tell Apptoto when to (and when not to) send reminders. A complete list of commands can be found in this support article.
Include custom information in your events and contacts to plug into your messages. Commonly used for appointment types, locations, or special instructions.
Webhooks & Zapier Integration
Allows your account to integrate with external web services (such as Zapier) that we don’t offer direct integrations with.
Application Program Interface – similar to webhooks, allowing you to set up a custom integration with your own software. Request access by sending an email to email@example.com.
You can create additional logins to give to your co-workers with either “Full” or “Agent” permissions. Agents can not make changes to your settings and can be restricted to specific calendars.
CSV Import (Contacts & Events)
Import contact lists or events from a CVS using our easy to use CSV/XML Import utility. New imports can be uploaded manually, via API, or by email.
Calendar & Inbox Search
Powerful search allows you to quickly search your calendar and your inbox to help you find what you need.
Group appointments for a participant at the same time, on the same day, or the same week to avoid sending multiple messages to that client. Particularly handy if the client has back-to-back services scheduled, or if the same client appears on multiple calendars at once.
Charts & Reporting
Visual digest for your account data, as well as daily report emails to keep you updated on appointment statuses and client responses
Your account is stored and run on HITRUST Certified servers for HIPAA Compliance . Here are the other security measures we take with your data:
- Stored and run on a HITRUST Certified server
- All sensitive data is encrypted both “at rest” and “in transit”
- Logging disabled on server 5 -SSL used for all communication
- Account disabled after 6 failed attempts
- A courtesy compliance review of message content
Group User Management
You can create a group Apptoto account and add additional users to that account. This is done automatically for you if you use Google Apps, otherwise you must request it from support.