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Frequently Asked Questions

Browse our most common questions about Appointiv and find the answers you need.

What is Appointiv?

Appointiv is a scheduling and appointment management solution built natively on Salesforce, allowing businesses to streamline their booking processes with automated scheduling, real-time calendar sync, and customizable workflows.

How does Appointiv work?

Appointiv integrates directly with Salesforce, enabling customers to book appointments online while ensuring seamless data management, automated reminders, and calendar synchronization.

Who is Appointiv for?

Appointiv is ideal for businesses that rely on appointment-based interactions, including professional services, healthcare, sales teams, and consultants using Salesforce as their CRM.

What makes Appointiv different from other scheduling tools?

Appointiv has a 100% Salesforce-native data model, meaning all scheduling data is securely stored within your Salesforce org. Unlike other scheduling tools that rely entirely on external databases, Appointiv keeps your appointment data inside Salesforce while leveraging Heroku and Cronofy for external processing like real-time calendar sync. This ensures a seamless and secure scheduling experience without compromising Salesforce data integrity.

Does Appointiv work with Salesforce Professional Edition?

Yes! Appointiv is designed to work with Salesforce Professional Edition, providing access to our powerful calendar sync and SMS sending features. We’ve optimized the installation process to ensure that Professional Edition customers can take full advantage of Appointiv’s scheduling capabilities without requiring additional customization.

How do I install Appointiv?

You can install Appointiv from the Salesforce AppExchange. After installation, follow the setup guide to configure appointment types, availability settings, and calendar integrations.

Can I customize the online booking form?

Yes! The online booking form fields can be customized using Salesforce field sets. If you make changes to an existing field set, remember to go to Configure → Online Booking Form and click Save to push updates.

How does Appointiv handle customer records in Salesforce?

If the "Create New Records as Leads" setting is enabled, new customers entering the online booking form will be created as Leads in Salesforce if no matching record is found.

Does Appointiv work with Experience Cloud (Community Users)?

Yes, Appointiv supports Experience Cloud, but permissions must be configured correctly. If community users need to modify or delete Event records, consider using a system user or automation to bypass sharing restrictions.

Can Appointiv sync with external calendars?

Yes, Appointiv integrates with external calendars using the Cronofy API, ensuring real-time bidirectional syncing with Google, Outlook, and other calendar providers.

Does Appointiv support group bookings?

Yes! You can configure appointments to support multiple participants and assign multiple staff members if needed.

Can customers reschedule or cancel their own appointments?

Yes, Appointiv provides self-service options for customers to reschedule or cancel bookings based on your configured business rules.

What happens if a user updates a scheduled appointment?

Any changes made to a scheduled appointment will trigger real-time updates to both the assigned staff member and the customer, ensuring no missed updates.

How does Appointiv ensure data security?

Because Appointiv is built natively on Salesforce, all data remains within your Salesforce org, inheriting the platform's security and compliance standards.

What permissions are required for users to manage appointments?

Users need appropriate permission sets to create, edit, or cancel appointments. If you're experiencing access issues, ensure that the correct sharing rules and permission sets are applied.

Can standard Salesforce users override booking rules?

Yes, booking rules are enforced automatically for customers booking via the Online Booking Form, however, Salesforce Users can manually override booking rules within Salesforce if needed.

How do I contact support?

You can contact our support team via email at support@appointiv.com or submit a ticket through our help center at support.appointiv.com.

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