You value the ability to send appointment reminders through text, email, and voice calls— that’s why Apptoto is your go-to solution for communicating with clients about their appointments.

We’re excited to announce a significant enhancement to our voice call reminders: Advanced Voicemail Detection. This new feature is now available to all Apptoto customers and trial users.

Before this update, Apptoto would wait to detect whether a person or voicemail answered before delivering a call reminder.

Now, Apptoto starts the reminder message while simultaneously identifying if the call reaches voicemail. If a voicemail greeting is detected, the system will restart the message. Additionally, if the call goes to voicemail, the system will leave the reminder without offering options like pressing "1" to confirm or "2" to cancel, optimizing the experience for recipients.

The best part? You don’t need to take any action—advanced voicemail detection is already enabled.

We’re thrilled to announce the addition of the feature in Apptoto. This new tool is designed to simplify your appointment management by allowing you to organize and manage multiple contacts efficiently.

With Contact Groups, you can create groups of up to 50 contacts and easily add them to appointments. Whether you need to schedule a meeting with a team, family, or any other group, this feature will save you time and enhance productivity.

Organize your contacts into groups, making it easy to manage and schedule appointments with multiple people simultaneously. Segment your address books into smaller, more targeted groups.

For example, create a "Team Meeting" group that includes all your team members or a "Seminar Invitees—Month Year" group to help you organize and remind multiple clients about an upcoming event.

Add entire groups to appointments with a few clicks. This means no more manually entering each contact for recurring group meetings or events.

Ensure all group members receive the same appointment reminders and updates, reducing the chances of missed appointments or miscommunication.

Add Contact Groups to repeating/recurring appointments. Apptoto will add the appropriate contacts to all recurring meetings. If you update the members in the Contact Group, Apptoto will update the participants accordingly.

Setting up and using Contact Groups is simple and quick. Follow the steps below to get started:

Adding a Contact Group can be done in the Apptoto platform or in your calendaring solution (i.e., Google Calendar, Outlook, Salesforce, etc.) as long as you have automatic matching implemented. To do so, please follow the appropriate directions below:

Contact Groups are a powerful addition to your appointment management toolkit, enabling you to streamline communication and scheduling for multiple contacts effortlessly. We can’t wait to see how you utilize this new tool to improve your workflows.

For more information on creating and managing Contact Groups, please check our “Contact Groups” knowledge base article or contact our expert Customer Support team.

The next time you sign up for an Apptoto account (or add someone to an existing account) using the “Sign Up With Google” flow, you may notice some changes.

Google recently upgraded its permissions/consent collection process to require explicit consent from users regarding what data they will grant access to a third-party provider. These settings are known as “Granular Permissions” and give consumers more control over what they want to share with apps like Apptoto.

When you use your Google account to sign up for a new tool, you enter your credentials and grant the platform permission to access specific data.

Before “Granular Permissions” were implemented, when someone signed up for Apptoto, Google would inform the person that they would be granting access to Google Contacts and Google Calendar. The person could allow or deny access to both at the same time. However, granting access to one app while rejecting the other was not possible.

As part of the Granular Permissions update, you can now grant access to exactly which Google apps you want while rejecting others.

Apptoto will still generate a new account for you even if you do not grant access to Google Calendar and Contacts. However, when you try to add your first Calendar (along with it’s appointments), you will receive this error:

The same will occur when you try to sync a new Google Address book.

You can also view what permissions each synced Google email has in your account. To do so, navigate to Settings > Integrations > “Google” tab. As you can see from the screenshot below, the first email has no access and will not sync correctly. The second email is active and has the appropriate permissions granted, meaning appointment events and contacts will sync as expected.

To grant Apptoto permission to access your Calendar and Contacts, navigate to Settings > Integrations > Google (as shown in the screenshot above).

Click either “Renew” or “Invite to Reconnect” (if inviting someone else), which will prompt the user to enter their credentials and select permissions again.

IMPORTANT: Be sure to grant Apptoto access to both apps, Google Calendar and Google Contacts, before clicking “Allow.”

For more information or assistance, don’t hesitate to contact our expert Customer Support team.

We’re excited to announce the addition of in Apptoto. This new tool is designed to give you more insights into how your prospective and current customers are engaging with your emails.

With Email Open Tracking, you’ll be able to understand which emails are being opened, which are being ignored, and who is most likely to engage with them.

Discover which emails your audience opens and engages with most often so you can tailor your appointment reminder sequences appropriately. For example, clients might open a booking confirmation email and the first appointment reminder email but ignore the second and third reminder emails.

Identify and remove unengaged contacts to maintain a healthy email list (especially important for Campaigns). Likewise, if you find a client regularly ignores all emails but engages with texts or voice calls, you can set their contact preferences accordingly.

If a client reports not receiving an appointment-related email, you’ll be able to access reporting showing if they opened the email or not.

Implementing email open tracking is simple and quick. This feature is

Once you’ve enabled Open Tracking, Apptoto will begin recording data for every email you send. That reporting can be found under the “Tools” section > “Log” tab. The log will show the following email tracking data:

Email open data is powerful information to have to optimize your appointment reminders and Campaigns, and we are excited about the insights this tool unlocks. However, it is important to note that some email solutions/apps (aka email clients) may prevent email tracking, slightly affecting Apptoto’s data precision. Nevertheless, we believe these insights are a powerful tool in your email strategy!

For more information, including details on email open rates, please check our “Tracking Email Opens” knowledge base article or contact our expert Customer Support team.

Ever been annoyed by an unexpected text message (or five) during the busiest part of your workday? We get it, and so do your clients. That’s why laws like the Telephone Consumer Protection Act (TCPA) require businesses to obtain consent to send marketing text messages to current and prospective customers or risk costly fines.

Apptoto has introduced a simple solution to help your business collect consent from clients to text them appointment reminders and other messages. This update allows your company to comply with the latest regulations, builds trust and transparency with clients, and helps improve customer engagement.

Apptoto makes it simple to send initial consent messages to your clients before you text them their first appointment booking confirmation or reminder. The message informs your clients that your business uses Apptoto to send appointment reminders and allows them to opt out by replying STOP. If clients do not respond, they’ll receive texts. If clients reply STOP, they’ll be placed on your Text Opt-Out List and receive voice or email reminder messages instead.

Taking client consent a step further, Apptoto also allows you to require double opt-in. Clients must reply “YES” to opt into receiving texts from your business, ensuring that only those who are genuinely interested and engaged receive your messages.

Navigate to your tab and settings in Apptoto. Find the “Initial Consent Message” section and click the checkbox to automatically send a consent message to new contacts before they receive their first reminder. Update the consent message and preview it before saving your changes.

In the same “Initial Consent Message” section, you can activate the double opt-in feature by checking “Require Double Opt-in before sending actual messages.” The Double Opt-In message requires the recipient to respond “YES” if they want to receive your text messages. If they answer no or do not respond, they will not receive any text messages from your business (appointment reminder or otherwise).

For more information, please check out our latest blog on text messaging consent or visit our step-by-step walkthrough on implementing initial consent and double-opt-in in our Knowledge Base. Please contact our support team or visit our Help Center for further assistance.

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THIS INFORMATION IS NOT TO BE USED AS A SUBSTITUTE FOR LEGAL COUNSEL. You are responsible for abiding by federal and state laws applicable to your use of Apptoto (Go-Cort, Inc.) services. Please refer to the Terms of Service and EULA for more information.

If your business utilizes Salesforce, you know that converting a lead to an opportunity is a critical step in the sales process. It indicates that a lead has become a concrete prospect that a sales representative should actively pursue.

That’s why we’re excited to announce that Salesforce leads can now be automatically converted to opportunities if they book an appointment via an Apptoto booking page. This update helps teams streamline the sales process and ensures reps can act immediately on qualified, engaged opportunities.

To convert a lead to an opportunity after a person schedules an appointment, you’ll first need to sync your Salesforce Calendar and your Salesforce Leads Address Book to Apptoto.

In step 5, Apptoto will default to utilizing "Closed - Converted" for the New Lead Status name. To check if your company utilizes a different naming convention (and/or if testing fails) follow the directions in this Salesforce Help Article.

Moving forward, when a Salesforce Leads books an appointment with you, they’ll be updated to a Contact and a new Opportunity will be created. You’ll be able to view their upcoming appointment on their Contact record, as well as on your Calendar tab.

For more information, please check out the help articles above or contact our expert Customer Support team.

We're excited to introduce Conditional Fields to Apptoto’s Online Scheduling forms.

With Conditional Fields, your clients’ responses to certain questions can trigger additional fields to appear on your booking forms. This helps you gather necessary information from clients without having to present them with a huge list of fields upfront (that may not be relevant to them).

After a client selects their preferred appointment type and time on your Apptoto booking page, they’re directed to fill out a form with information about themselves or their visit (such as their name, phone number, and email). They must enter this information before they can submit their booking.

These are Form Fields. You can choose to use Apptoto’s standard Form Fields or create “Custom Fields” to collect information unique to your business needs.

Conditional Fields are Form Fields that will only appear after a client enters a specific answer into one of your “Custom Fields.” An example of when you might use a Conditional Field is if you need to collect more information about customer preferences or needs.

For example, when a client indicates they want to book a Massage at a Spa, a new conditional field could appear asking them to note any skin allergies or sensitivities they have. If they booked a manicure or pedicure, the Spa could choose not to display any additional fields.

You can add Conditional Form fields in Apptoto by navigating to the “Booking Pages” tab > “Form Fields” tab.

Conditional Form fields only trigger off of Custom Fields. So, if you don’t already have at least one Custom Field set up, follow the directions found in our Form Fields Knowledge Base article to do so. Then:

Once you add your Conditional Fields, we suggest testing your booking process in Preview Mode to ensure your forms behave as you expect!

For more information, please review our Form Fields Knowledge Base article or connect with our expert Customer Support team.

Starting today, all emails sent on behalf of your business to your customers by Apptoto will include a “One-Click Unsubscribe” button.

This includes all individual emails, bulk campaign emails, and appointment reminder emails (including booking confirmations, follow-ups, etc.).

Apptoto is adding a one-click unsubscribe button to all emails to help assist our customers in meeting new email authentication rules established by Google and Yahoo that go into effect in February 2024.

Beginning next month, Google and Yahoo will require bulk email senders to meet guidelines designed to make inboxes safer and reduce spam, phishing attacks, and spoofing. A business is considered a bulk email sender if it sends over 5000 email messages to Gmail or Yahoo inboxes daily.

The three major requirements established by Google and Yahoo mean that businesses must:

Apptoto will continue to inform you about any new updates we release surrounding Google’s and Yahoo’s email authentication requirements. If you have any questions or concerns, please reach out to Customer Success at support@apptoto.com.

We've made two updates to Apptoto that make it simpler for you to search appointments by custom and standard fields.

Previously, if you wanted to search all of your appointments in Apptoto to see which contained a certain custom field, you needed to append "custom.event" before your search. For example, searching for an appointment that had a custom field of "clinic" set to the Pocatello location might look like this:

Now, you can simply search , and Apptoto will return any results with the custom field and matching result.

We've also upgraded the filtering functionality. Now, when you click Filter and select any field name, Apptoto will return the most popular results for that field.

In our example above, imagine you have four upcoming appointments at your Twin Falls location, and one at your Pocatello location. When you filter by "clinic," your results will look like this:

To see both these updates in action, check out the short video below:

We're always on the lookout for ways to improve our Booking Page experience for both our customers and their clients. Helping you generate useful, beautiful custom appointment scheduling pages helps your business attract, gain, and retain more clients. That’s why we're excited to announce 6 new Apptoto platform updates that make creating and editing booking pages simpler and faster.

While we highlighted the biggest changes above, we also wanted to mention a few more features we don’t want you to miss:

Check out our most recent booking page improvement blog post and our knowledge base for more in-depth details about these changes, or contact our Customer Support team if you have any questions.