Why ScheduleOnce Should Be Your Scheduling Tool of Choice

Carl Taylor | October 24, 2022

Proper scheduling is the key to good business. And a dedicated booking tool like ScheduleOnce can help your organization stay on top of daily and monthly tasks without complications.

In today’s business world, good scheduling is everything. That’s because you can rest assured that your goals will be met and all tasks accounted for if you have a well-organized calendar. 

Luckily, there are software solutions to make scheduling a breeze. And ScheduleOnce is among those that you should adopt for your business. 

Curious about it? 

Keep reading because this article will introduce you to ScheduleOnce, a scheduling software that will undoubtedly become a mainstay in your business once you give it a go.

Introducing ScheduleOnce

As mentioned, ScheduleOnce is a scheduling tool created to shorten the time needed to capture and qualify leads as well as engage with potential customers. 

As you know, the modern market has a heavy focus on speed and efficiency, with the main goal being to get customers what they want as soon as possible. ScheduleOnce accommodates those needs by providing a way to schedule meetings with clients in mere seconds. 

Adding ScheduleOnce to your website is seamless. Once integrated, the platform will provide uncomplicated scheduling options for your prospects. In fact, ScheduleOnce can offer available times by collecting and sharing information from your other calendar or workspace apps. 

Another strong point of this software is that it’s made for teams. This means that ScheduleOnce will assign the meetings to the appropriate team members, distributing the schedule among the entire team equally. 

And on top of all that, ScheduleOnce features a variety of integrations with calendars, workflow, video conferencing, and CRM tools. 

Put simply, ScheduleOnce allows for smart scheduling and swift connectivity. 

In the following section, we’ll list the key features that make this platform the ideal go-to scheduling tool for businesses. 

The 9 Key Features

ScheduleOnce has many features that enhance its already extremely useful base functionality. Setting up all the minutia for this platform is relatively uncomplicated but might be daunting for beginner users. 

In those cases, Automation Agency can help you maximize the use of this excellent platform. It can integrate ScheduleOnce into your software stack, delivering a tailored experience that will fit your needs perfectly.

With that in mind, here are the 9 key features of the platform: 

Feature #1. Automated Client Meeting Scheduling 

Of course, the main purpose of ScheduleOnce is to make scheduling easier both for your team and your clients. And the platform performs this function flawlessly. 

Clients can easily book their appointment from the comprehensive webpage form. Then, the system forwards the booking information to the appropriate team member, keeping the overall schedule in balance. 

You can organize different types of services into categories that customers can choose from, making the scheduling process even more straightforward for everyone. 

Feature #2. The Theme Designer 

The integrated theme designer makes ScheduleOnce highly customizable. This might seem like a less important feature that merely allows you to tweak visuals, but it can play a crucial role in how your scheduling page looks and feels. 

Truth is, the visual impression of your scheduling page might be just the factor that will nudge potential customers to make up their minds and choose your service. Furthermore, you can change certain settings to make the page more in line with your branding, which is always a good thing to do. 

ScheduleOnce already has several themes presets, which can be set as the main look of the page. But if you want more customization, the Theme Designer lets you play around with individual elements such as fonts, buttons, colors, images, layout, background, and more. 

One of the strongest points of this feature is that it gives you the opportunity to tailor the scheduling page without delving into code. That means you won’t need to know a thing about CSS or HTML to make ScheduleOnce truly your own.

Feature #3. Multiple Integrations 

When talking about ScheduleOnce integrations, the first thing that’s worth mentioning is that the service integrates into your website seamlessly. 

In other words, potential customers can book meetings right from your site – there’s no need for outbound links or redirection. 

That’s because ScheduleOnce can be embedded into the website with a complete list of scheduling options and even a CTA. This level of integration provides customers with everything they need in one place, maximizing your business opportunities. 

However, that’s not the end of what ScheduleOnce has to offer in terms of integration. 

The platform also features integrations with some of the most popular scheduling, business, and productivity apps. In particular, ScheduleOnce integrates Office, iCloud, and Google calendars. It also supports Chromium software through extensions. 

Also, ScheduleOnce features PayPal integration, making payments much easier and less time-consuming.

It also supports various video conferencing apps, such as Google Meet, Microsoft Teams, Zoom, and many others. 

In terms of workflow and business tools, ScheduleOnce can make data migration to your CRM effortless through support for Infusionsoft (now Keap Max) and Salesforce. And its Zapier integration opens a slew of productivity apps, putting those powerful tools at your disposal. 

Feature #4. Tiered Pricing Allows for Scaling 

ScheduleOnce features three pricing plans: Starter, Growth, and Enterprise. And the plans primarily differ based on how many users they each support, aside from specific features. 

The Starter plan is free but allows for up to 25 users. 

Growth comes with a free two-week trial, after which it costs $10 monthly per user, with the $10-per-month Solo option being, unsurprisingly, the least costly. 

Finally, the Enterprise plan comes with custom pricing upon request. As the name suggests, this plan is designed for larger organizations. 

Note that the Starter plan already comes with many ScheduleOnce flagship features, like unlimited group, one-on-one, and panel meetings. But every next tier builds upon the previous, adding more advanced functionality. The Growth plan includes expanded integrations, reporting, APIs, and branding, while Enterprise adds various service, security, and onboarding options. 

Feature #5. Fast and Reliable 24/7 Customer Support 

ScheduleOnce support functions via email and is available at any time of the day. Of course, this is a precious feature for every business that uses the service, especially those operating globally. 

It prides itself on the fact that customer support is quick to respond to all questions and resolve potential issues. 

As you know, in the fast-paced world of online business management, speedy support can make all the difference. And ScheduleOnce users can rest assured that their immediate needs will be met in the shortest time possible.

Feature #6. Ease of Use 

Setting up ScheduleOnce can be pretty straightforward, depending on the level of customization and integration you need. Even better, the service is extremely easy to use from the customer’s side. 

Bookings can be made available through multiple options, such as the default page, an embedded element on your website, an integrated button, or even a pop-up. 

The booking page interface is clean and intuitive, without superfluous elements. That means your clients will have most of the work already done for them since ScheduleOnce can be customized to ask only for the necessary information, auto-filling the standard info.

To make matters even more convenient, you can set up different pages where your customers can book particular services. The service category menu can come in very handy here. It’s because site visitors can choose the specific service they want to book before being redirected to the appropriate booking page. 

Topping off the booking experience, ScheduleOnce allows for URL redirection, depending on whether the customer wants to confirm, reschedule, or cancel the appointment. In either case, both your team and the client will get an email confirming the client’s choice.

Feature #7. Invitation Sending 

Besides accounting for scheduling, ScheduleOnce also takes care of the follow-up. 

You can set up the service to get automatic SMS and email notifications from customers who book a meeting. Furthermore, these notifications can be customized to fit your branding in terms of design and tone. 

Clients can receive a notification as soon as they schedule, as well as reminders notifying them of the upcoming meeting. This way, ScheduleOnce helps you maintain a precise calendar and stay on top of your workflow. 

Feature #8. Ability to Create Booking Restrictions 

Booking restrictions can be extremely useful when you want to ensure your internal schedule isn’t overwhelmed. Fortunately, ScheduleOnce can be customized to display a limited number of booking slots every day. And these customization options can be refined further. 

For instance, you can choose to display the slots only on days when several are open. Once those booking slots are filled, the service can display additional ones. Better yet, the exact number of available slots can be determined on a daily and weekly level. 

Introducing these restrictions will allow you to keep your operations in check. 

Your team will never get into a situation where they can’t serve all the requests coming in. At the same time, a tidy booking schedule will maintain a steady supply of new customers, keeping your day-to-day operations at an optimal level. 

Feature #9. Enhanced Security Features 

ScheduleOnce has a lot to offer in terms of security. This aspect of the service is especially important today when various malicious factors can threaten businesses operating online. 

How does the platform work when it comes to security? 

First, you can set various password policies, including varying levels of complexity and expiry dates. Next, ScheduleOnce can lock out accounts based on the criteria you define, giving you complete control over account behavior and how it interacts with your website. 

Individual sessions can also be set up to time out and you can adjust the exact interval after which this happens.

Finally, on the more in-depth side, ScheduleOnce features SAML 2.0 support, allowing you to set up SSO (single sign-on). This feature allows you to access the system through secure authentication. 

Scheduling Made Easy

Easy scheduling can be the turning point between an organization that receives plenty of bookings and one that struggles to manage its client list. 

ScheduleOnce makes most aspects of booking straightforward, letting your customers schedule meetings without problems. Simultaneously, the wide variety of integrations, customization, and booking rules and restrictions make the service exceptionally functional. 

One possible downside of ScheduleOnce is that it can be challenging to set up if you want to tweak it extensively and make use of all the features. Luckily, this doesn’t have to be an issue for you. 

Automation Agency can help you integrate ScheduleOnce to fit the particular needs of your business. Don’t hesitate to contact our Concierge Service and let our team build you the scheduling platform you want.

About the author 

Carl Taylor

Carl Taylor is the Founder & CEO of Automation Agency. For the past 10 years Carl has been building businesses and marketing them online through the use of Sales Funnels, Email Marketing Automation, Landing Pages, and Wordpress Websites. Carl is also a #1 author and highly sought after speaker and consultant whose work has impacted thousands of businesses across various industries worldwide.

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