Help center

Frequently asked questions

Quick answers about event scheduling, appointment confirmation, SMS/email invites, IVR, billing, and compliance for US teams.

No credit card for trialMonth-to-month plansUS-focused workflowsHIPAA-aware design

Getting started

3 questions
What is SlotWise Pro?

SlotWise Pro is an event and appointment scheduling platform for US businesses. You create events, upload participant lists (CSV), and send unique scheduling links by SMS or email. Participants open the link, choose a time slot (and optionally a date/location), and confirm. Paid plans add a dedicated phone number and IVR for voice scheduling. We serve healthcare, events, education, professional services, and research with month-to-month plans and no long-term contract.

How do I try SlotWise Pro?

Sign up for a free trial at slotwisepro.com. No credit card required. The trial includes 1 user, up to 10 participants, and 1 event so you can run a real workflow. When you’re ready, upgrade to Starter ($150/mo), Professional ($250/mo), or IVR-Automation ($450/mo) from your account.

How do participants book a slot?

You send each participant a unique link by SMS or email (from the event page, including bulk send). They open the link, see the event name and any date/location options, choose an available time, and confirm. They receive confirmation by email and SMS. The same link can be used to reschedule if you allow it.

Product & features

5 questions
What channels are included?

All plans include scheduling and confirmation by link and email. Trial includes 1 event and up to 10 participants. Starter ($150/mo) adds SMS and supports up to 3 events and 30 participants total. Professional ($250/mo) supports up to 5 events and 50 participants total. IVR-Automation ($450/mo) includes IVR + AI voice and supports up to 10 events and 250 participants total.

Can I add team members?

Free Trial supports 1 user. Starter supports up to 3 total users, Professional supports up to 4 total users, and IVR-Automation supports up to 6 total users. You invite by email; members accept via link and can then create events, manage participants, and use the same organization phone workflows.

Do you support multiple locations or dates per event?

Yes. You can define multiple dates and locations per event. Participants see a date/location picker when relevant, then choose a time slot. Trial allows a single location; Starter supports up to 3 locations per event; Professional supports up to 5; IVR-Automation supports unlimited locations per event.

How do bulk invites work?

Upload a CSV with participant email and/or phone (and optional name). Map columns in the dashboard, then send invites by email or SMS from the event page. Each person gets a unique link. Participant limits depend on your plan: Trial 10, Starter 30, Professional 50, IVR-Automation 250; Custom for higher.

Is SlotWise Pro only for the US?

Yes. SlotWise Pro is built for US organizations. Scheduling links, SMS, and IVR use US phone numbers (toll-free and local area codes). We host in US-friendly regions and support US-focused compliance (e.g. HIPAA for healthcare).

Plans & billing

4 questions
What plans do you offer?

Free Trial: free, 1 user, 10 participants, 1 event—no credit card. Starter: $150/month, up to 3 total users, 30 participants total, up to 3 events/month. Professional: $250/month, up to 4 total users, 50 participants total, up to 5 events/month. IVR-Automation: $450/month, up to 6 total users, 250 participants total, up to 10 events/month, with IVR + AI voice included. Custom Solutions: contact sales.

How does billing work?

You subscribe via Stripe. Choose Free Trial to start; when you upgrade, you pick Starter, Professional, or IVR-Automation and enter payment details. Billing is monthly. You can change plan or cancel from your account. Invoices are sent by email.

What payment methods do you accept?

We accept major credit cards and other payment methods supported by Stripe. Invoices are available in your account and by email.

Can I cancel or change my plan?

Yes. From your account you can upgrade, downgrade, or cancel. There’s no long-term contract. If you cancel, you keep access until the end of the current billing period.

Security & compliance

3 questions
Is SlotWise Pro HIPAA compliant?

SlotWise Pro uses HIPAA-aware design: audit logs with no PHI in logs, role-based access control, and support for BAA workflows with third parties such as Twilio and hosting providers. You are responsible for signing BAAs and ensuring your operational setup (encryption at rest, TLS, access controls, policies) meets your compliance obligations. See Security & Compliance for details.

Where is data stored?

Data is stored in MongoDB (e.g. MongoDB Atlas) in regions we use for production. We use TLS in transit and support encryption at rest. You can ask about region and compliance options when you sign up or contact support.

What about other industries (events, education, etc.)?

We provide baseline security (TLS, encryption at rest, audit logs, RBAC) and support industry-specific needs. Healthcare (HIPAA), events, education, and professional services are covered in our compliance materials. Your compliance team should evaluate how our controls map to your requirements.

Support & contact

2 questions
How do I get help?

For product questions, account help, sales, custom plans, or IVR-Automation, email contact@slotwisepro.com. Typical response time is one business day.

Where can I learn more about security and compliance?

Visit our Security & Compliance page for an overview of controls, HIPAA, and industry guidance. For pricing and plan details, see the Pricing page.

Need details on plans, security, or setup?

View pricing · Security & Compliance · Start free trial