Business capabilities, not just features

Scheduling engine

Event-centric scheduling engine

Create named events with event-scoped availability across one or more dates and locations. Participants use unique scheduling links to choose a slot tied to that event, and one-time-use bookings help keep the workflow consistent.

• Event-scoped availability instead of a single shared calendar surface.
• Multi-date and multi-location selection when the event needs it.
• Unique links and one-time-use slot selection reduce booking collisions.

Relevant plans: Event caps: Free Trial 1, Starter 5, Professional 20, IVR Automation 50, Enterprise custom.

Participant outreach

CSV upload and bulk invites

Upload participant lists from CSV, map the core fields, and send invites in bulk by email or SMS. Each participant gets a unique scheduling link so outreach, booking, and follow-up stay connected to the same event workflow.

• CSV import for participant outreach and event-specific invite flows.
• Bulk email and SMS sends from the scheduling workflow.
• Unique participant links instead of generic public booking pages.

Relevant plans: Participant caps: Free Trial 10, Starter 50, Professional 200, IVR Automation 500, Enterprise custom.

Confirmation channels

Link, SMS, email, and IVR confirmation

Confirmation can happen by link, SMS, email, or IVR depending on plan and rollout. That gives teams a practical way to meet participants in the channel they already use instead of piecing together multiple reminder tools.

• Link and email workflows are part of the scheduling flow.
• SMS confirmation supports participant outreach on paid plans.
• IVR is plan-dependent and intended for teams that need voice workflows.

Relevant plans: IVR is included where the plan supports voice workflows, including IVR Automation and Enterprise-style rollouts.

Team and access control

RBAC, invites, and accountable team access

Roles such as admin, super_admin, and patient support least-privilege access and access reviews. Teams can invite users by email, accept through invite links, and keep operational activity tied to accountable users.

• Role-based access control for event, participant, and communications workflows.
• Invite by email and manage team access inside the product.
• Audit trail helps connect actions back to opaque resource IDs and users.

Relevant plans: User caps: Free Trial 1, Starter 3, Professional 10, IVR Automation 20, Enterprise custom.

Compliance readiness

Baseline controls for HIPAA-aligned workflows

The platform is designed around audit-friendly controls such as no PHI in logs, TLS in production, encryption-at-rest guidance, and RBAC. Healthcare teams can configure HIPAA-aligned workflows when required BAAs and operational safeguards are in place.

• No PHI or PII in application or audit logs.
• TLS at the edge and encryption at rest through the hosting or database provider.
• BAA-required workflows stay conservative: capabilities are available, but legal and vendor obligations remain with the operator.

Reporting and audit

Audit trail and retention support

Scheduling mutations can be tied back to opaque resource IDs and action types rather than participant details. That supports investigations, operational review, and retention planning without turning logs into a sensitive-data surface.

• Opaque audit records support accountability and reviews.
• Retention, deletion, and export handling can be defined as operational policy.
• Useful for regulated scheduling workflows that need clear change history.