In the Online Scheduler or Invite Manager process you may enable the ability for customers to cancel and reschedule appointments.
Navigate to SUMO Admin Settings
Click Online Scheduler or Invite Manager
Click Edit on the Process you wish to change
Navigate to the Booked Tab
There you will have the ability to turn this feature on or off. The customer will see these buttons on the confirmation page and will also receive a link to cancel or reschedule in the email they receive.
How can I tell if a customer has canceled or rescheduled?
There is a status field on the SUMO event that will change from Booked to Cancelled or Rescheduled.
Is there a way to capture why the customer is cancelling their appointment?
When the customer cancels the appointment they are prompted to enter a cancelation reason. After they have cancelled this information is available in the SUMO event.
If you plan to use the WHERE PAGE in the Online Scheduler, you will need your own Google Maps API. Since the time of writing this article, Google offers 14,000 – 28,000 map loads per month at no cost and additional loads for a nominal fee. You may learn more here:
No. Every SUMO user license can install Salesforce mobile (iphone, android, tablet), which gives you full access to all accounts, contacts, activities, social feed, and more.
Yes, SUMO offers several one-time implementation / setup packages for those interested in our help with the process. This SUMO Support Center includes tons of information to teach you how to both administrate and use the software. To get up and running quickly, we offer four implementation package options:
Quick-Start Implementation Package (*We train you as a SUMO Admin to self-implement.)
Commercial Implementation Package (Best for 60 users)
Enterprise Implementation Package (Best for 60-120 users)
Custom Implementation Package (Best for 60+ users with custom requirements)
All customers may email support@sumoscheduler.com anytime for free ongoing support.
Your SUMO Platform will include 11GB of file storage. For each user, you will receive 2GB of file storage.
You may purchase an additional 1GB of file storage.
*11GB will store over 1,000,000 web images or 10,000 avg. PDF files. So, you have a long ways to go before you ever have to worry and you can always delete old files to avoid purchasing more storage. In addition, the AppExchange marketplace offers competitive storage options, should you wish to explore these.
Data Storage
Your SUMO Platform will include 1 GB of data storage. For each user, you will receive an additional 20 MB of data storage.
You may purchase an additional 500 MB of data storage per SUMO platform.
The short answer is, No, SUMO Scheduler does not require a Salesforce.com license. The following options are available:
SUMO Add-On
Add-On licenses are designed for users who have a Salesforce CRM or Platform license (Enterprise Edition or greater). Since SUMO Scheduler is built native on the Salesforce platform, these users will receive seamless access to both SUMO Scheduler -and- the world’s #1 CRM application -or- the platform.
If you are interested in SUMO CEP, this is the best option.
SUMO Stand-Alone
Stand-Alone licenses are designed for users who do not have a Salesforce license. In addition to SUMO functionality, like the SUMO Calendar, Self-Scheduling Sites, Work Shifts, and more… a SUMO license also includes the following platform functions:
Salesforce Chatter
Mobile Apps (iOS, Android)
Accounts
Contacts
Reports
Dashboards
Content Libraries
NOTE: A SUMO license does not include access to Salesforce Leads, Opportunities, Quotes, Cases, etc… This will require a Salesforce license. However, if you have users that do not require access to Salesforce Leads, Opportunities, Quotes, Cases, etc… then they will only require a SUMO Stand-Alone license.
SUMO Appointments offers both SUMO Add-On and SUMO Stand-Alone options.
Combo
Generally it is not possible to have a mix of add-on and stand-alone licenses in one (1) salesforce org. Inquire for more details.
Yes, SUMO CEP supports the Salesforce NPSP. SUMO helps organizations schedule with Salesforce Users, Leads, Contacts, and Person Accounts from any standard or custom object. SUMO has customers using SUMO with NPSP and in our experience, so long as you are using Salesforce Users, Leads, Contacts, and Person Accounts, you should be fine.
Yes, all SUMO CEP functionality is available in Salesforce Classic, but does require Lightning Experience to be enabled, since SUMO utilizes multiple lightning web components to display pages.
To enable Lightning click Setup | Get Started under Lightning Experience Transition Assistant | Click the Go to Steps on Roll Out Phase and Enable.
Once you check the box to enable, it will ask you to confirm enabling it as it is a feature that will be permanently enabled.
STEP 1: Setup Menu
Click to enlarge.
STEP 2: Lightning Experience Transition Assistant / Roll Out Phase
SUMO does not rely on SYNC technology. SUMO has a Calendar Connector that connects SUMO directly to your calendar (Google Calendar, Office365, etc) and acts as an availability engine. The SUMO Calendar Connector, will check your free/busy information in real-time and will put appointments on your calendar.
With that said, the following tools are available on the Salesforce platform to accommodate full calendar sync (mirroring) between the Salesforce Calendar with any 3rd party calendars, such as Google Calendar.
Salesforce Lightning Sync for Google Calendar
Salesforce Lightning Sync for Outlook / Office 365
Salesforce for Outlook (older solution, being phased out)
In addition to the above, you may also find the following 3rd party tools available on the AppExchange:
Field Service apps generally are not considered competing products to SUMO Scheduler, since they cater to mobile experts who provide dispatched “field service”. This article helps explain the differences.
SUMO Scheduler
SUMO is designed specifically to:
Automate web conference, phone, and in person meetings across thousands of offices, retail locations, bank locations, and more.
How do SUMO and Field Service Apps differ?
SUMO’s core feature set enables your customers and prospects to self-schedule with your employees, using our powerful Online Scheduler.
Whereas, Field Service Apps do the reverse, by helping you dispatch (schedule) your employees to go meet with your customers.
So if you have a dispatch team, that schedules your mobile work force to travel to meet customers in the field, typically on a Work Order basis, then Field Service Apps may be the best fit.
However, if your goal is to allow your customers or prospects to self-schedule with your employees 24/7 from any device for web conference, phone, or in person meetings, then SUMO Scheduler is likely the best fit.
Both solutions allow for customizations to extend their functionality to achieve more, but it’s important to understand the fundamental reason you would choose one over the other.
Field Service apps are designed for dispatching field service reps into the field to host “on location” appointments at homes or businesses, such as:
Home Inspection
Home Internet or Cable Installation
Home Repair
These apps, especially FSL, generally cost 3X-4X+ more upfront (and to maintain long-term) than SUMO, since it includes work order management, gps map routing, dispatcher, and more.
Yes, SUMO CEP has the capability to support multilingual for both the online prospect/customer experience, as well as the CRM employee experience in Salesforce.
Yes, SUMO has different stages in the self-scheduling process where you can turn on/off the Captcha solution.
What is Captcha?
Captcha is technology that requires users to confirm they are real and not a bot. This is important to deploy, to prevent bots from spamming you. While it is extremely rare, if you were targeted, it could cause you to receive hundreds or thousands of fake appointments. Therefore, SUMO includes the most powerful Captcha technology by Google.
Our Product Engineering team enforces the following strict SDLC process to ensure high quality and secure software for our enterprise customers. This process ensures our application is able to meet the demanding needs of our Fortune 500 customers from a security, scalability, and usability standpoint.
Over the past few years, web conference tools (ex: Webex, Gotomeeting, Zoom) have realized users are tired of creating a “video conference link” for every single meeting. In 2018, they all started releasing re-usable “Static Video Conference Links” (aka Personal Meeting Link). Users simply give their personal meeting link to people to meet with, so they do not have to create a new link for every single meeting.
What are the benefits of this approach?
Static Video Conference Links with Lobby or Waiting Rooms is a fairly new standard.
This approach allows you to leverage any web conference tool you wish that offers your own Personal Meeting Room Link, which all of the leaders offer now.
This also gives our customers the freedom to change video conference vendors, and not feel “locked in”, just because a specific tool integrates with SUMO.
How do I prevent meeting collision?
To prevent meetings from colliding, all leaders in Web Conference space now include “Static Meeting Links with Waiting Rooms”, which allows the host to set a password on their meeting link and “ACCEPT” people as they attempt to join, so if a meeting runs late, and the next group tries to join, you can keep them in a “waiting room”, while you conclude your current meeting. Here are more details from the leader providers:
Yes, SSO is fully supported. Since SUMO is built 100% native on the Salesforce platform, SUMO is able to leverage the SSO (Single Sign-On) capabilities of the Salesforce platform.
