Self-Scheduling for Salesforce
Visual Online Booking
Show customers appointment slots based on provider availability, skill matching, and customer requirements.
Collect Information with Forms
Use forms to pre-filter the calendar based on customer requests and pass collected information into any Salesforce object.
Runs Everywhere
Show slots to anonymous users on the web, folks logged into Salesforce Experience Cloud, or internal receptionists who need the fastest scheduling interface when talking to customers.
Online Booking for Teams with Complex Requirements
- Create appointments in any native or custom object.
- Take users to the first available slot.
- Screen customers before presenting available slots.
- Show slots based on availability criteria from any collection of Salesforce objects.
- Intelligent overbooking lets you schedule simultaneous services.
- Present nearby locations on a map showing the earliest appointment at each.
- Use drive-times as a criteria for suggesting resource availability
- Automatically link appointments to existing leads or customers, creating new leads as needed.
- Automatically confirm appointments OR start a confirmation flow in Salesforce before adding events to customers’ and providers’ calendars.
- Works with Lightning Scheduler.
Deploy Appointment Slots Internally for Faster Booking
Embed in Salesforce Pages & Flows
Online booking renders the gaps between appointments as potential appointment slots.
This isn’t just for self-service; it also works great when receptionists need to book appointments quickly.
DayBack filters appointment slots based on criteria it picks up from the Lead or Opportunity page, or from selections made earlier in your flow.
Reflect Invisible Constraints in Your Schedule
Potential appointment slots account for scheduling criteria that are otherwise impossible for users to see. Things like: buffers between appointments, the schedules of shared resources that may be required, and limits to the number of appointments a technician can handle in a day.
Ranking Slots
When deployed internally, booking flows can rank potential slots, color-coding them by desirability. Green slots are preferred because they create back-to-back appointments, for example, leaving fewer gaps in your day.
See more examples of slots here: Recommending Appointment Slots.
Now you can engage your client on the phone instead of pretending you’re listening while trying to find an open spot on your calendar.”
Add Online Booking to your Salesforce Calendar
Online booking licenses are priced based on the number of physical locations, your transaction volume, or any criteria that make sense for your business.
We’d love to learn more about your scheduling constraints and what self-scheduling could help you do. Please schedule a demo so we can chat. We’re here to help.
