Types of Service

Allows configuring the schedule for in-person or video conference appointments. It is also possible to set up a mixed mode, where the client can choose at the time of scheduling whether they want to be seen in person or remotely.

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In-Person Service

In-person service schedule, with the possibility to customize the address of each schedule.

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Video Conferences

Use our integrations with the video conferencing platform of your choice: Google Meet, Microsoft Teams, and Zoom. Create video conference links automatically as appointments are scheduled.

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Home Service

Ideal for organizing the logistics of technical visits or collection of exams/documents at the client's address.

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Group Service

Possibility to schedule for groups, where you limit the quantity of people who can schedule at the same time (example: class scheduling, product demonstration scheduling).

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Group Service

In cases where service is individualized, but all attendants can perform the same service, it is possible to configure a quantity of appointments per hour (e.g. appointment for issuing ID, vaccine appointment).

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Variable Time

Within the same schedule, it is possible to configure services with different appointment durations.

Teams

Allows configuring and restricting access for teams.

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Shared Schedules

Schedules with viewing permissions for multiple users.

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Individual Schedules

Individual schedule for a user, allowing synchronization with the user's Google Calendar or Zoom account.

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Access Levels

Each user can have an administrator or operational access within an account. You can organize your team within several "accounts" on the platform for better access control.

Forms

Create and use forms for various functionalities.

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Scheduling Forms

Customize your scheduling form by including multiple choice questions, free text, file uploads, and more. This form is filled out at the time of scheduling, so the recommendation is to keep it brief.

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Pre-Service

For longer or more complex forms, use a pre-attendance form, which is made available right after scheduling.

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Satisfaction Survey

Create a customer service evaluation form to be sent via email shortly after the service is provided. Collect data on customer satisfaction to understand how your customer service team is performing.

Notifications

Configure when and how notifications will be sent.

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Messages via Email, SMS, or WhatsApp

You have total flexibility to customize the text of the messages that will be sent, using variables to deliver messages with specific content for the scheduling in question.

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Reminders

Set up alerts for proximity to a scheduled time or send a notification for the client to make a new appointment after a certain deadline.

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Receive Notification

Receive a notice by email, SMS, orpush notification when a new appointment is scheduled.

Integrations

The platform has an open integration API that allows data connection with your ERP. In addition, we have integration with the following tools.

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Google Calendar and Microsoft Outlook

Appointments made through can be synchronized with a Google Calendar account or a Microsoft account, allowing you to track appointments directly in the application and automatically generate the video conference link.

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Zoom, Teams, Meet

Automatic synchronization of appointments made by the platform with your Zoom, Teams, or Google Calendar account, to automatically generate the meeting link.

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My Virtual Service

Schedule synchronization for the My Virtual Assistance platform, allowing the creation of self-checkin screens on the assistance platform.

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