Automated Appointment Reminders
Online Appointment Scheduling
Appointment Booking Campaigns
Messages that may be sent to a single target.
Send appointment reminders and confirmations through (SMS) text.
Send appointment reminders and confirmations through email.
Send appointment reminders and confirmations through voice calls.
You can upload multiple MP3 files, which allow you to use your own voice for reminders and messages.
Apptoto has the ability to confirm if a phone number is a landline or mobile phone and then send text messages or phone calls based on type.
Automate appointment reminders and confirmation requests. Typically these are sent within 3 days of the scheduled appointment. Customize content and timing of these reminders.
When a client books an appointment online (or when you manually add an appointment to your calendar), you can trigger custom messages to send automatically to your client.
Reserve your own Apptoto phone number in your own area code for sending and receiving appointment reminders and messages.
Each message can be configured to only be sent if certain conditions are met (ex. you can create a rule that sends a specific message to an appointment with the word "initial consultation" in the title).
Create multiple "Message Templates" that are language-specific. Then you can create rules that send the appropriate template to your clients that prefer a different language.
You or anyone on your staff can be notified the instant a client responds with a confirmation, cancellation, reschedule request or with any additional information. You can then respond directly through the notification back to your client with our two-way messaging feature.
Easily respond to your clients from the Apptoto website or directly from our real-time email notifications. Your clients will love that there is an actual person on the other end of the confirmation messages they receive from you.
You can manage your reminder and marketing opt-in and opt-out lists from inside of Apptoto, allowing you stay compliant with TCPA, CAN-SPAM Act, and Canada's Anti-Spam laws.
Schedule automatic follow-up messages after an appointment takes place to complete a task like a followup survey, schedule their next appointment or instructions on next steps.
Do you need unique numbers for different locations or staff members? Reserve multiple phone numbers and assign them to fit your needs.
Create auto-response bots that will take action when your clients reply to messages. For example: a custom thank you message sent to all clients who confirm or create an internal bot to notify the appropriate staff member when a client take actions.
Configure Apptoto to send appointment messages to your internal staff (ex. notify staff members when a reschedule takes place or if a client cancels).
Clients can transition seamlessly from the automated phone call reminder to a live call with your staff.
Set up multiple office locations to then be automatically used in your reminders based on keywords found in the event (ex. Downtown).
Create customized booking pages to send directly to your clients or embed on your website.
Book as many appointments as you want through Apptoto. Apptoto only charges for appointments that messages are sent for.
Availability Pages (Google, O365, Exchange, Salesforce, Clio)
Availability Pages are used to allow your clients to book new appointments with you based on your calendar(s) availability.
Signup Pages are used to allow clients to add themselves as participants to existing events. For examples, you can create a signup page to allow clients to book Classes, Webinars, Seminars, etc.
Customize appointment types and booking configurations. ie Haircut, Full Highlight and Haircut, Color Only.
Use Apptoto's two-factor (2FA) authentication during online scheduling to ensure that the client provides their cell phone number to then be used for reminder purposes. Remember, booking the appointment is only half the battle... getting them to show up is the other half!
If the client clicks “Add to Calendar”, you have control over the suggested content for the event. This allows you to include additional information directly in the client’s calendar as well.
Create custom fields on your bookings page to be added to your contact and event records. ie birthdate, appointment type, etc.
Connecting multiple calendars to Apptoto allows you to easily send messages for everyone on your staff using one account. Each calendar can have it’s own settings and messages if you want. Apptoto also works with shared calendars.
Manage holiday schedule to block out specific scheduling days.
Control the look and feel of your booking page to company design or profile.
Style sheet language used for describing the presentation of a document written in a markup language like HTML.
Automatically matches to your address book entries based on the Full Name found in your events, associating the relevant phone numbers and emails.
Appointments are updated in real-time on your calendar to show you which appointments have been reminded, confirmed, cancelled, or have requested rescheduling.
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.
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 support@apptoto.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.
Import contact lists or events from a CSV using our easy to use CSV/XML Import utility. New imports can be uploaded manually, via API, or by email.
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.
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.
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.
Campaign Credits (count against above appointment credits).
Each contact included in an Apptoto Campaign counts as one "Appointment Credit".
Send a sequence of messages (SMS Text and Email) to existing clients in order to invite them to book an appointment with you. Campaigns can track who has booked and who hasn't and will continue to send messages until they do.
Run Apptoto Campaigns to target seasonal clients who haven't been back to see you in a while.
Automate prospect follow-up by providing next step instructions along with a convenient scheduling link, phone number or call to action to easily schedule their next appointment.
Evaluate the success of your Apptoto Campaign.
Easily send one-time messages to appointments or contacts (regardless of whether they have an upcoming or previous appointment with you).
Incoming SMS text messages sent to your reserved Apptoto phone number are routed to your inbox, allowing your to easily respond.
Easily message all your appointments on a particular day over SMS text, email or voice call to keep them informed of appoinment status (e.g. send all your appointments a message letting them know you are running late or ill).
Ask existing appointments to reschedule and pick a new time, no matter how they were initially scheduled (eg. online, in person, over-the-phone).
Create template for commonly used messages.
Apptoto integrates seamlessly with Google Calendar™, letting you easily send automated appointment reminders for any appointment on your calendar.
Outlook calendar is the calendar and scheduling component of Outlook that is fully integrated with email, contacts, and other features. Apptoto integrates seamlessly with Outlook Calendar™ (download required).
Office 365 goes with you everywhere on every device – cell phone, tablet, computer. Apptoto goes with it, working easily with all calendars on all devices.
Cloud version of Outlook.
Apple's iCloud service powers iPhone and Mac address book and calendars. Apptoto integrates with the iCloud service directly in order to send appointment reminders on your iPhone or Mac.
iCalendar (or ICS), CalDAV, and CardDAV are popular standards for sharing or publishing calendars and address book information. Apptoto can integrate directly with services that leverage these standards. Some services that have been integrated include:
AirBnb
BestNotes CRM
dbFLEX
Jobber
Kickserv
MerusCase
MyCase
ShootQ
TeamUp
iCalendar (or ICS), CalDAV, and CardDAV are popular standards for sharing or publishing calendars and address book information. Apptoto can integrate directly with services that leverage these standards. Some services that have been integrated include:
AirBnb
BestNotes CRM
dbFLEX
Jobber
Kickserv
MerusCase
MyCase
ShootQ
TeamUp
Using our file import utility, files can be imported into Apptoto via drag/drop, upload, or by emailing them to Apptoto on a daily or weekly basis. Apptoto also provides APIs to automatically upload files from your existing system.
Zapier is an easy-to-use integration tool that makes connecting disparate software applications a breeze with “Zaps”, which are automated workflows between software applications.
Apptoto works hand in glove with Salesforce, the leading customer relationship management (CRM) software, allowing you to manage your clients and appointments easier.
Clio™ case management system users can benefit immediately by using Apptoto to automatically send appointment reminders, confirmations, and follow-ups to your clients.
If your firm uses PracticePanther’s Law Practice Management System, then you can immediately begin reducing no-shows by integrating your matters and appointments with Apptoto. Automatically send appointment reminders, confirmations, and follow-up messages to improve and differentiate your client communication!
Does your firm use Rocket Matter’s Cloud-Based Legal Management System? Reduce no-shows by integrating your matters and appointments with Apptoto. Automatically send appointment reminders, confirmations, and follow-up messages to your legal clients.
Exchange can be hosted or on-site. Apptoto can integrate directly with the calendars and address books stored in Exchange via Exchange Web Services (EWS).
See list of documented SQL integrations below or visit our Enterprise page for custom options.
Custom objects are objects that you create to store information that's specific to your company or industry.
Automated appointment reminders and confirmation by SMS text, email, and/or voice calls.
Streamline your appointment scheduling by allowing clients to view your calendar and book appointments directly.
Send messages (SMS text and email) to existing clients or prospects and invite them to book an appointment with you. Campaigns can track who has booked and who hasn't and continue to send messages until they do.
Apptoto integrates seamlessly with nearly every calendar application. Don't see your calendar listed? We can build an integration for you.
Individual or group text and voice messaging. Two-way business text messaging from any phone number.
Text, Email and Voice Messaging usage counts toward Automated Message Credit limits. Unlimited inbound messages.
An Automated Message Credit includes a reminder message, recipient reply/confirmation and auto-reply.
The initial reminder message will use 1 AMC per 155 characters in a text message or 2 minutes per phone call.
Overage rate of $0.12 for each additional message over the plan limit.
Use your current business landline number to send text messages.
Refer to Online Scheduling matrix below for functional limitations.
Send manual, one-time or blast business-messages through SMS Text, Email or Voice Calls.
Send and Receive Attachments over Email and SMS.
Apptoto integrates seamlessly with Zoom and can easily send informative messages for all Virtual Meetings types.
Apptoto allows you to accept payments with appointments.
Accept full payment, partial payment, or copays when clients book time with you or your team.
Require credit card to book and then automatically charge clients if they fail to show up.
Apptoto integrates seamlessly with Square and Stripe.
Auto Messages include any message sent automatically by Apptoto (e.g. reminders, follow ups, review requests, auto replies, etc.)
1 Credit = 300 character SMS message
1 Credit = 2 minute phone call
1 Credit = 1 Email
Messages (i.e. text/email/voice) sent by hand do not count towards your Auto Message Credit limit.