Your AI assistant can now send messages to clients and assist with scheduling instead of just advising you about it. The Apptoto MCP server connects your account to Claude, ChatGPT, Gemini, or Codex, so you can check your calendar, send client messages, book appointments, and update contacts by asking for them in plain language.

Most of what fills the first hour of the day is not hard, it is just repetitive: open the calendar, scan for gaps, check who replied overnight, chase the people who did not, note yesterday's no-shows. Whether you run the front desk, the practice, the firm, or the whole crew, that work lands on someone, and it lands again tomorrow. Every one of those steps is a lookup or a small action, and an AI assistant is great at both.

MCP is the open standard that closes that gap. Rather than exporting a CSV and pasting the schedule into a chat window, your assistant communicates with Apptoto directly. Your calendar stays the single system of record, so nothing drifts out of sync.

Yes, and you control the boundaries. The connection uses OAuth 2.1 with scoped permissions, so your assistant only sees what you approve. Write actions prompt you individually. The Apptoto side is the same SOC 2- and HIPAA-compliant platform you already use, and messages sent through your assistant are logged in Apptoto exactly like any other message.

One setting worth checking on your end: if you handle PHI or other sensitive client data, turn off model training in your AI assistant's privacy settings before you connect. The setup guides walk you through where to find it in each client.

Open your assistant's connector or plugin settings, add https://api.apptoto.com/mcp, and sign in to Apptoto. Then ask it something small to start, like "what's on my calendar tomorrow?" Full setup guides for each client are at https://api.apptoto.com/mcp.

The Booking Pages tab has been redesigned! The old card view/list view toggle is gone, replaced by a single table that shows everything at once: status, URL, activity, and actions. If you manage more than a handful of booking pages, this one is for you.

Every page now shows Views, Bookings, and Requests directly in the table, so you can spot which pages are pulling their weight without opening a single one. A status dot next to each title tells you instantly whether a page is live or offline, and Signup pages show how many upcoming events they have right under the title.

Each row has a pencil button to jump straight into editing, plus a three-dot menu with everything else you need:

Need to handle several pages at once? Check the boxes next to the rows you want. The footer shows how many you have selected and unlocks Edit, More Actions, and Delete for the whole group.

Managing booking pages used to mean toggling between two views and opening pages one at a time to check on them. Now it is one screen: search, sort, filter, see performance, and take action in bulk without leaving the table.

Log in to Apptoto and open the Booking Pages tab. No setup is required, and all your existing pages are already there.

Full details in our knowledge base: Viewing All Your Booking Pages

These updates all started as suggestions from customers like you. Have an idea for something we should build next? Let us know.

Three updates just shipped, all aimed at saving you clicks and helping you get more out of Apptoto. Here's what's new.

Every one of your Booking Pages now has its own unique . YoClients scan it and land straight on the booking flow, no typing a URL required. Here's where to find it:

You can now add your directly to your Booking Page. Apptoto will fire a PageView event when someone opens your Booking Page and a Schedule event when they book, so you can track conversions right in Meta Events Manager and Ads Manager.

Setup instructions: Meta Pixel on Booking Pages

Resetting participant states (e.g., confirmed, canceled, on time, etc.) and messages used to mean updating each participant individually. Now you can do it for a whole group at once.

On the Appointments tab (Agenda View), check the boxes next to the appoitments/participants you want to reset. The button will appear at the top. Click Actions, then under the Reset section, choose .

While you're in there, you'll also find bulk options for marking participants with different statuses and for sending message templates to everyone selected at once.

Full details in our knowledge base: Bulk Actions on the Agenda View

Let us know.

Annual reviews. Discovery calls. Quarterly check-ins. Financial advisors manage their relationships in Redtail. The reminders, confirmations, and rescheduling? That's been on you.

Not anymore. Apptoto now integrates directly with Redtail CRM. Your Redtail calendar and contacts sync into Apptoto automatically, and any new bookings or status changes sync right back. Your team keeps working in Redtail exactly like they always have, while Apptoto runs quietly in the background, handling the client communication that keeps meetings on track and calendars full.

Financial advisors, RIAs, and advisory firms that run their practices on Redtail CRM and want to automate reminders, scheduling, campaigns, and follow-ups without changing how their teams work. If you're not on Redtail, no action needed. Carry on.

That's it. Every appointment on your synced Redtail calendars will start getting the right reminders, confirmations, and follow-ups going forward.

Want the full setup walkthrough? Check out our Redtail CRM knowledge base article. Curious how advisory firms are using the integration to reduce no-shows and re-engage overdue clients? Read our newest blog.

Still need help? Contact our support team to set up your Redtail integration today.

The email message editor just got a Markdown makeover. Compose beautiful, on-brand emails faster, with a friendly toolbar, live preview, and themes that look great everywhere your message lands.

Custom HTML emails can look beautiful in Gmail but break in Outlook (or vice versa). Every email client honors different tags and styles. Markdown emails render consistently across Gmail, Outlook, Apple Mail, mobile apps, and the rest. Pair Markdown with a Theme and you get the polish of a designed email without any of the cross-client headaches.

Markdown is now the you create. Your existing messages will continue using their current HTML or plain text format, and you can switch any of them to Markdown at any time from the new dropdown.

Create a new email auto message to see the Markdown editor in action, or open an existing one and switch the to when you’re ready. Pick a , then use view to preview as you type.

Nothing derails a virtual appointment off track faster than the dreaded: “Where’s the link?”

That's why we’ve added another virtual meeting provider to your toolkit. Now, in addition to Zoom and Teams, Apptoto can auto-generate Google Meet links every time a client books with you and automatically include them everywhere that matters: the calendar invite, confirmation messages, reminders, and appointment pages.

Clients join with one click. You stop digging through your inbox. No more frantic “Where do I click?” moments. Just smooth, on-time virtual meetings.

✅ Clients get one-click meeting access from any device

✅ Meet links automatically appear in calendar events and are easily added to reminders

✅ No manual link creation, copying, or pasting

✅ Fewer missed meetings thanks to clear, consistent join access

✅ Streamlined setup for Google Workspace users

✅ Works seamlessly alongside Zoom and Teams

That is it. Every appointment booked through that page gets its own Google Meet link going forward.

By default, Apptoto will include the Google Meet invite information in the appointment created on your client’s calendar once they click "Add to Calendar." If you want to add Google Meet details to your auto messages and appointment pages, you can add the following fields:

To learn more about adding meeting links to auto messages and managing your integration, check out our Google Meet knowledge base article. Plus, find more use cases and best practices in our newest blog.

Still need help? Contact our support team to get your Google Meet integration set up today.

We’ve expanded the Apptoto API to give you more flexibility when working with your Booking Pages. These endpoints allow you to search availability, create bookings, and manage appointments programmatically — perfect for developers and teams that want to integrate Apptoto appointment scheduling into their own apps, workflows, or client-facing portals.

Fetch open appointment time slots from your Apptoto Booking Pages.

Book an appointment using one of your Apptoto Booking Pages using the API.

Retrieve appointment data for one or multiple bookings.

These endpoints open up programmatic access to Apptoto’s booking engine. Whether you want to embed Apptoto into a custom scheduling experience, integrate it with internal tools, or sync appointment data with other systems, you now have more API-level control.

We’ve rolled out two feature improvements designed to make your booking and messaging experience more reliable and customizable:

Want your online booking pages to match your brand or provide more context to clients? Now you can.

We've added a WYSIWYG option to give you greater customization over your booking pages (similar to our email editor).

The WYSIWYG editor is only available on our newer layouts (All-in-One, Weekly, or Monthly layouts). It is not available for the older four "legacy" layouts.

📖 Learn how to use the WYSIWYG editor here: Availability Pages.

Stay on top of client communication with new failure alerts in your Email Notifications. Get alerted by email immediately if a text or email message fails to send so that you can take action!

To enable this feature, navigate to > > Then make sure is checked.

*Important: Again, enabling this will alert you if . You will be notified via email from Apptoto.

We've also added new notifications to alert you when appointments have been created, removed, or when the appointment time changes on your calendar. You can also be alerted shortly before an appointment occurs. This gives you greater flexibility in controlling who in your company receives notifications about changes to appointments before the event starts.

You can enable these notifications to be delivered by email (under the Email Notifications > Appointment section) or via text (under the Text Notifications > Appointment section).

Finally, there are five new notification options you can enable to be alerted when you collect a partial or complete payment, issue a refund, or collect your client's credit card details. Similar to the other new notifications, you can enable these notifications to be delivered to a specific email address and select if you want to be alerted when a:

The new payment notifications can also be found under the Settings > Notifications page near the bottom of the screen in the new "Payments" section.

📖 Learn more here about all the notification changes: Notifications for Appointment Responses & Changes.

Together, these updates help you present a more polished booking experience while also ensuring no client message slips through the cracks.

Need more flexibility when giving team members access to Apptoto? Now you’ve got it.

We’ve expanded user permission options to include “Custom” roles, letting you grant each team member access to only the calendars, tabs, and tools they need—nothing more, nothing less.

✅ Share access without oversharing sensitive data

✅ Restrict access to specific tools to prevent accidental changes or misuse

✅ Maintain tighter control over messaging, campaigns, and settings

✅ Create purpose-built logins for different roles on your team (receptionist, admin, assistant, etc.)

✅ Reduce risk while keeping your workflow collaborative

With "Custom" roles, you decide who sees what, down to the sub-tab.

💡 : If a "Custom" user doesn’t have access to the Messaging → Appointment Auto Messages tab, the Auto Messages toggle at the top of the portal will be hidden for them automatically. This helps avoid confusion, prevents them from enabling/disabling auto messages, and keeps their view clean.

The new user will receive instructions and can log in right away.

You can update their role to "Custom" anytime by clicking the button next to their email on the Settings > Users screen.

Check out our knowledge base article on "Additional User Logins" to get started. Still need help setting this up? Contact our team at support@apptoto.com, and we’ll walk you through it.

Greater control. Cleaner access. Smarter teams.

You don’t have to be “always on” to look like you are.

With Apptoto’s new "Outside Office Hours Auto Responder," you can automatically reply to incoming texts and emails from clients outside of your business hours (without lifting a finger).

No more late-night texts sitting unanswered. No more feeling like you're leaving your clients hanging.

Now, when someone contacts you after hours, they’ll get a timely, courteous reply letting them know you’ve received their message and will follow up during your regular business hours.

What This Means for You

✅ Stay responsive, even when you’re not available

✅ Protect your personal time without dropping the ball

✅ Reinforce your professionalism and communication standards

From now on, Apptoto will handle those off-hours messages like a pro.

Check out our "Outside Office Hours Auto Responder" for more details on how to set this up, or combine this with your Incoming Message Handling Rules for even more advanced workflows.

Need help getting set up? Contact our team. We’re happy to walk you through it.

Let your system work for you, especially when you’re off the clock.