What's New in Appointiv
Latest updates
What we've shipped recently, and what's coming in the next release.
Calendar sync you can see
Every provider's calendar connection shows Connected, Stale or Needs reconnect, and a reconnect link can be emailed with one click.
Book from Agentforce
Ready-made Agentforce actions check availability and book appointments mid-conversation.
Emails that always arrive
Confirmation, update and cancellation emails, and the Activity records behind them, no longer get lost when Salesforce records are busy.
Calendar pushes that retry themselves
If Google or Outlook briefly rejects a change, Appointiv retries automatically, so the provider's calendar stays right.
Staff without Salesforce licences
Lite-Host providers sync their Google or Outlook calendars and take bookings without a Salesforce licence.
Reports and dashboards included
26 ready-made reports and 2 dashboards: bookings by provider and location, self-service cancellations and reschedules, upcoming appointments.
Your own calendar-sync emails
Send providers the calendar connection invitation and reconnect email from your own email template.
Appointments follow converted leads
When a lead converts to a contact, all of its appointments move with it.
Automatic tidy-up when staff leave
Providers whose Salesforce user has left are deactivated automatically, and their connected calendar is disconnected.
From the AppExchange to Booking in 5 Minutes
Customize Like Never Before
Speedier Booking for Your Clients
Built-in SMS Confirmations and Reminders
Simpler, More Intuitive Configuration
Enhanced Salesforce Lightning Features
For Trailblazers, by Trailblazers
What Our Users Say
"Appointiv has revolutionized how we manage our patient appointments and track their weight loss journeys. The reduction in no-shows alone has made a significant impact on our business, while the automated communications have greatly improved the patient experience."
"This solution has transformed how we deliver financial counselling services across Australia. The assurance that all our data remains within Australia gives us complete confidence in the security and compliance of our operations."
Amazing scheduling app and great support from Jason and Team
We have been using Appointiv for a year now and Jason and the team tailored and developed the app in order to meet our brief. They have offered a great support service to us even after the app has been implemented. Can highly recommend Appointiv for all your scheduling needs.
Real Time Saver
We selected this app as it helps clients schedule meetings with multiple people in our organization. Personally a real time-saver as my clients and prospects can grab a meeting slot without all the back and forth. I prefer a calendar on SalesForce for appointments - other options used my Outlook calendar. But I really didn't like the idea of giving out my email password to enable those. Great support also.
Amazing Online Appointment Booking Solution and Google Calendar Sync
I have been using Appointiv for about a year now. Love Google calendar sync feature. Helps to move the work smoothly and also the reminders. The support team was really good and quick to solve our queries. Jason helped us a lot to solve our issues.
Great product and support!
I highly recommend Appointiv for any user that wants to book appointments into Salesforce... I receive an outstanding help and support from Jason!!
Appointiv is the perfect fit!
We searched around and Appointiv is the only app built on Salesforce that can do what we needed. When appointments get booked, we automatically create opportunities based on the reason for the appointment. Then everything is saved on the customer's record. Love it!
Great calendar sync!
I definitely recommend using Appointiv for anyone who uses external calendars and needs to let customers book only when they're actually free. We got in on the newest version of Appointiv and now we have 3-way sync with Outlook, Appointiv and Salesforce calendars!
Great solution to online bookings - lots of new features coming apparently too.
We have been using the app for just about a year, and its been very helpful in allowing customers to book online, and manage our diaries internally. There have been the odd integration issues with our custom org but the Appointiv team have been more than supportive!
Awesome Solution and Online Scheduler
We've been using Appointiv with Salesforce Professional Edition for several months now in our refractory surgery practice. Having a scheduling solution natively built in Salesforce that is fully integrated is awesome. The ability to have a full online scheduling option for our patients is huge from a self-service standpoint. Support is unbelievably responsive to any questions or issues as well as very open to making enhancements to the solution. Highly recommend!
Great Appointment booking app with a hands on support team
Working within the health sector we have complex security and sharing requirements. We then hit Covid not too long after our launch and thing got even harder to manage! The Appointiv team were always on hand to support, come up with workarounds and assist with urgent development requests almost on the fly as the landscape was changing under our feet. We couldn't ask for a team more prepared to stand behind their product and rise to the challenges we set them. Implementation and setup is easy. If you don't have a complex set of requirements you could be up and running in no time at all. If you do, I can guarantee that the team will be on hand to support you every step of the way.
Great Support from Team & Personalised Service
We have recently started using Appointiv to support Appointment and Resource Booking and Scheduling. We receive wonderful support from Jason and the team. Any issues we have had over the course of implementation have been looked at and amended swiftly and efficiently. The team genuinely care about our success with Appointiv and have offered their time over and over again to support us and help our business solve more and more use cases with Appointiv. Definitely recommend this platform and this team!
Very Responsive and a GREAT App
Jason was incredibly helpful and responsive in helping me get this app set-up. We unfortunately aren't going to be taking it live but that is due to a change in our circumstance and not the value of the app. It is a GREAT solution for scheduling. Beautiful easy to use interface and super easy to install.
Two months ago we didn't have online bookings and now we couldn't do without it
We're sending links to customers and it's taking off like wildfire. All the appointments are coming straight into Salesforce and we never have to pick up the phone. They can even reschedule without us needing to do anything. It's amazing!
Financial Counselling Australia: 30,000+ appointments · 8 states & territories · 58 agencies · 78%+ attendance
Appointiv Agentforce
Seamlessly Integrate Appointment Scheduling Into Agentforce Conversations.
With AI-driven assistance, your team can engage customers more effectively, offer tailored scheduling options, and automate outreach—without leaving Salesforce.
