Streamlined, Native Scheduling Within Salesforce

Protect and Enhance Your Salesforce Investment with a True Native Solution

No Integration Required

Eliminate the hassle of complex integrations—Appointiv is built 100% inside Salesforce, meaning no external tools or connectors are required to get started.

Need calendar sync or SMS notifications? We’ve got you covered! Appointiv includes prebuilt connectors for:

Cronofy calendar api

Seamless two-way calendar synchronization across Google, Outlook, and more.

MessageMedia

Automated SMS appointment reminders and confirmations.

These integrations require zero technical setup and even work with Salesforce Professional Edition, providing advanced scheduling capabilities without additional configuration.

Full Customization with the Salesforce Platform

Built natively on Salesforce, Appointiv offers complete flexibility to tailor scheduling workflows to your unique business needs.

Seamless Salesforce Experience

Configure booking rules, notifications, and automation natively within your Salesforce org.

Customizable Workflows

Adapt appointment scheduling to your specific processes with easy-to-use configuration settings.

Scalability & Security

Take advantage of Salesforce’s enterprise-grade security while ensuring your scheduling solution grows with your business.

Multi-Industry Support

From healthcare and financial services to education and professional services, Appointiv is designed to support businesses across industries. With configurable scheduling logic, multi-location management, and automated workflows, our solution adapts to your organization’s needs—no matter the complexity.

Deep Dives Into Key Features

Unlock the full potential of your scheduling workflow with our suite of innovative features. Each deep dive reveals how our integrated, user-friendly tools empower your team, optimize operations, and elevate the customer experience.

Custom Branded Online Booking Form

Our fully customizable booking form not only lets you showcase your brand identity but also easily embed it into your website. You can pre-fill and curate the choices displayed, allowing you to design a customer journey that perfectly aligns with your business goals.

Proprietary Real-Time Calendar Sync

Sync your calendars effortlessly with just a few clicks of authorization for staff, and enable the feature with a single click for your Salesforce admin—far simpler than the complex setups of other solutions. Plus, you can even sync with calendars of staff who don’t have a Salesforce user license.

Proprietary Calendar View Inside Salesforce

Enjoy an interactive calendar view that lets you filter and visually assess when hosts are available. With multiple hosts displayed in different columns, reassigning appointments is as easy as drag and drop. Visual indicators clearly show appointment statuses—from booked to arrived—and can be customized to meet your unique workflow needs.

Flow Builder Integration

We keep all our custom objects open for your admins and developers, enabling you to extend Appointiv functionality with ease. This allows you to add specific actions triggered by different appointment bookings, ensuring your scheduling processes meet your unique business requirements.

Multi-Location & Resource Management

Coordinate appointments across various locations with ease, and create complex sharing rules to meet strict requirements—ideal for franchise operations. This robust management tool ensures optimal performance whether you’re running a single site or multiple branches.

Agentforce AI Integration

Leverage intelligent automation through our Agentforce AI integration. By analyzing booking patterns and predicting scheduling trends, our system optimizes appointment allocations and enhances customer engagement, providing a smarter, more responsive service.

SMS & Email Messaging

Enhance communication effortlessly—just add the keys from one of our partner SMS providers, and you’re ready to go. Automated confirmations, reminders, and notifications ensure that your clients are always kept in the loop with minimal setup.

Advanced Reporting & Analytics

Powered by Salesforce reporting and analytics, our solution comes with ready-to-use reports and customizable dashboards that keep you on top of your appointments. Easily adjust views to monitor key performance indicators and track trends, empowering you to make data-driven decisions.