Easily connect, engage, and interact with Schedule Smarter

AppointmentCore integrates seamlessly with your existing ticketing systems, like ChatOps, and other Customer Success flows, making connecting, following up, live problem solving, and relationship building more manageable than ever before.

Scheduling made simple and smart

Your reps or CSMs can easily make new appointments, and customers can request time on their calendar with one-click scheduling — all the manual steps are handled automatically

Provide a flawless customer experience

Keep customers happy with easy follow-ups, reply templates, and custom reminders.

Smart routing

Schedule Smarter allows your team to automatically route meetings to the best CSMs to deepen relationships and solve problems more efficiently.

Book meetings from anywhere

AppointmentCore lets you quickly book that next appointment and keep moving forward, whether you’re in the office or on the road.

Fast booking for enhanced customer engagement

Make appointment scheduling easy with tools that simplify and streamline your Customer Success or Customer Service workflows, saving your representatives time and effort.

  • Schedule appointments from anywhere
    Schedule Smarter integrates seamlessly with your favorite ticketing software so CSMs can book from their native interface.
  • One-click scheduling
    Minimize clicks and reduce friction with the scheduling widget embedded right into your support tickets.
  • Custom templates, macros and reminders
    Dynamic meeting templates and automated custom email and text messages make it easy for your CSMs to stay on top of their schedules, and so your customers remember to show up prepared to get the help they need.

Smart routing designed for CS teams

Ensure that all of your customers connect with the best representative through simple account onboarding and transitions, automated routing for appointments, and seamless integration with your CRM.

  • Easy account transitions
    Simplify transitions between customer onboarding and next steps with automation workflows that ensure that every customer gets assigned the best-fit available CSM for their needs.
  • Automated appointment routing
    AppointmentCore lets you automatically assign meetings based on ticket ownership, round-robin, load-balancing, profile-matching, and more.
  • Instant CRM sync
    Schedule Smarter automatically creates or updates contacts and opportunities in your existing CRM or updates existing contacts and can even auto-generate or update support tickets.

Provide exceptional customer support

Ensure that your customers receive the best possible service by allowing them to request meetings directly from your ticketing software. Help prevent manipulation with smart rules and limits, so your CSMs focus on solving critical problems.

  • Schedule meetings right from your ticketing software
    With AppointmentCore’s ScheduleSmarter ticketing system and email plugin, your CSMs can generate available times with easy one-click to schedule buttons directly in the ticket or email without the CSM leaving the ticketing system or email client.
  • Smart Abuse Prevention
    CSMs can set limits to prevent customers from having unfettered access to book more sessions than offered.
  • Let your customers schedule meet-ups via chat
    ScheduleSmarter’s chat module encourages your CSMs to pivot to a one-on-one meeting when an interaction is no longer a fit for text or chat only. Your customers can quickly request a time to speak with your representative and seamlessly book their calendars.
  • The right rep, every time
    Automatic routing ensures that every meeting ends up with the account owner or best available team member.

Customer Success leaders using AppointmentCore

Easily engage your customers with these features

Manage complex team schedules

Easily coordinate between multiple teams with different scheduling priorities for each.

Embedded forms

Instant booking right from your website or email.

Smart routing

Ensure that meetings get routed to the right rep every time.

Seamless integrations

Integrate with GSuite, Outlook, and other email providers for smart, easy scheduling.

Automated contacts

Prospects are automatically entered into your CRM and synced with existing profiles.

Smart booking tools

Let prospects book time on your calendar and automatically prevent double-booking.

Book a demo to learn how you can start booking meetings within minutes

AppointmentCore Integrates Seamlessly With: