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Knowledge Base
- Get Started with Apptoto
- Activate Your Apptoto Account
- Connect Your Calendar
- Connect Your Address Book
- Review Your Appointments
- Sending a Reminder Manually
- Configure Rules for Appointment Auto Messages
- Turning on Your Auto Messages
- Reply to a Client
- Apptoto's Google Calendar Add-On
- Install Apptoto Mobile App
- Stay Informed
- Optimization and Advanced Features
- Connecting to Your Data
- Google Calendar & Contacts
- Microsoft Outlook
- Microsoft Outlook (Citrix Environment)
- Outlook.com/Office 365
- Connecting Microsoft Exchange
- Exchange/SQL Sync Agent Troubleshooting
- SQL Database
- Salesforce
- Clio
- Zapier
- iCloud
- CalDAV
- Importing CSV Data Files
- Importing Contact Information
- Participant Extraction
- Automatic Extraction
- Automatic Contact Matching
- Explicit Contact Matching
- Manual Contact Entry
- Contact Groups
- Suggested Event Templates
- Best Practices
- Message Setup
- Message Templates
- Fields
- Custom Fields
- Filters
- Conditional Logic
- Voice Recordings (Calls Only)
- Images (Emails Only)
- Buttons (Email Only)
- Example Message Templates
- Booking Message Timing
- Auto Messages
- Creating an Auto Message
- Message Editor
- Message Timing Options
- Reminder Message Timing
- Followup Message Timing
- Rule Blocks
- Advanced Settings (Auto Messages)
- Auto Replies & Actions
- Incoming Text Message Handling
- Manually Scheduling an Auto Message
- Automatically Sending Auto Messages
- In-Event Commands (e.g., #skip)
- One-Time Messages (Apptoto Connect)
- Attachment Support
- Multiple Message Schedules
- Creating Message Schedules
- Creating Messages in Multiple Languages
- Appointments Tab
- Agenda View
- Appointment Info
- Participant Info
- Messages
- Month View
- Week View
- Day View
- Appointment Editor
- Appointment Search Syntax
- Online Booking Pages
- Availability Pages
- Multiple Calendar Support
- Availability
- Seasonal Availability
- Appointment Types
- Booking “Templates”
- Signup Pages
- Signup Page Customization
- All Booking Page View
- Appearance
- Contacts & Address Book Integration
- Preview
- Form Fields (fka Booking Fields)
- Add to Calendar
- Confirmation Page (fka “Booking Actions”)
- Booking Page Messages
- Embedding Your Booking Page
- Track Visitors to Your Online Booking Page
- Salesforce Booking Page Integration
- Zoom Integration
- Microsoft Teams Integration
- Allowing Additional Guests
- Booking Changes
- Opt-outs & Opt-ins
- Contact Preferences (Opting in and out)
- Explicit Opt-out & Opt-in Lists
- Participant Extraction Blacklist
- Stoplists
- Text Messaging Consent
- Handling Replies
- Appointment Pages
