Core capabilityCustomer booking pageLet a customer choose an available appointment or service online. 4.8 points maximum | Supported4.8 / 4.8 pts Booking pages let customers select services and reserve available times. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityCustomer cancellation or reschedulingLet a customer change or cancel a booking within configured policies. 4.8 points maximum | Supported4.8 / 4.8 pts Clients can cancel within a configured cancellation policy; a separate custom feature adds rescheduling. Official documentation Β· Oct 15, 2026Source β |
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Depth checkBuffers or advance-booking limitsSet appointment buffers or minimum booking notice to protect scheduling capacity. 7.2 points maximumAsk for a demonstrationAdd a buffer or minimum notice rule and show unavailable slots. A scenario to run with the supplier; not a completed product test. | Supported7.2 / 7.2 pts Service scheduling supports buffer time and advance-booking controls. Official documentation Β· Oct 15, 2026Source β |
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Depth checkBooking intake questionsCollect custom questions or intake details as part of booking. 7.2 points maximumAsk for a demonstrationMake a custom question required and show its answer in the booking record. A scenario to run with the supplier; not a completed product test. | Supported7.2 / 7.2 pts Intake Forms collect additional client information during booking. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityCalendar availability & conflictsUse calendar availability or synchronization to prevent conflicting bookings. 3.2 points maximum | Supported3.2 / 3.2 pts Bookings use configured provider availability. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityMultiple staff or resource calendarsCoordinate more than one staff member, provider or bookable calendar. 3.2 points maximum | Supported3.2 / 3.2 pts Provider and monthly booking allowances depend on subscription tier. Official documentation Β· Oct 15, 2026Source β |
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Depth checkShared rooms or resourcesPrevent overlapping use of a shared room, piece of equipment or resource. 4.8 points maximumAsk for a demonstrationBook two staff against the same resource and show conflict prevention. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts Related Resources reserves shared resources required for a service. Official documentation Β· Oct 15, 2026Source β |
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Depth checkGroup booking capacityAllow multiple attendees for a time slot while enforcing a capacity limit. 4.8 points maximumAsk for a demonstrationFill a class to capacity and show what the next attendee sees. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts Group bookings and classes support configurable attendee capacity. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityEmail remindersSend automated email reminders for appointments. 3.2 points maximum | Not verified0β3.2 / 3.2 pts Specific email reminder functionality needs feature-level verification. Not verified Β· Oct 15, 2026Source β |
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Core capabilitySMS remindersSend appointment reminders through SMS. 3.2 points maximum | Supported3.2 / 3.2 pts SMS notifications use separately purchased messaging credits. Official documentation Β· Oct 15, 2026Source β |
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Depth checkCustom reminder contentCustomize appointment notification or reminder wording. 4.8 points maximumAsk for a demonstrationAdd a preparation instruction to an appointment reminder. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts Email and SMS templates can vary by service or provider. Official documentation Β· Oct 15, 2026Source β |
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Depth checkNotification preferences and controlsControl enabled appointment notifications, channels or customer notification preferences. 4.8 points maximumAsk for a demonstrationShow how a channel or reminder is switched off for the relevant recipient or workflow. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts Notification settings control templates and enabled email or SMS delivery. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityPayment at bookingCollect a payment when the appointment is booked. 2.4 points maximum | Supported2.4 / 2.4 pts Payment collection requires the selected custom feature and processor. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityDeposits or prepaymentsCollect a deposit or advance payment for the booked service. 2.4 points maximum | Supported2.4 / 2.4 pts Deposits are offered through selected custom features and supported processors. Official documentation Β· Oct 15, 2026Source β |
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Depth checkLate-cancellation or no-show feesUse a supported payment workflow to collect a configured cancellation or no-show fee. 3.2 points maximumAsk for a demonstrationApply a late-cancellation policy and show the customer charge and record. A scenario to run with the supplier; not a completed product test. | Not verified0β3.2 / 3.2 pts The reviewed documentation does not establish this specific workflow: late-cancellation or no-show fees. Not verified Β· Oct 15, 2026Source β |
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Depth checkAppointment payment refundsRefund an appointment payment through the platform or its connected payment processor. 4 points maximumAsk for a demonstrationCancel a prepaid booking and show the refund workflow and transaction record. A scenario to run with the supplier; not a completed product test. | Supported4 / 4 pts SBPay integration exposes a refund action from the payment transaction record. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityAI service or scheduling conversationUse AI to answer a booking request or discuss appropriate services and available times. 2.4 points maximum | Supported2.4 / 2.4 pts AI Voice Booking supports voice or text service/time selection using conversation credits. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityAI completes a bookingHave the AI workflow create a confirmed booking, rather than only supply a link. 2.4 points maximum | Supported2.4 / 2.4 pts The voice-booking workflow can confirm a booking; it stops when credits are exhausted. Official documentation Β· Oct 15, 2026Source β |
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Depth checkAI uses live scheduling contextAn AI scheduling interaction checks configured availability or existing appointment records. 3.2 points maximumAsk for a demonstrationAsk AI about a time made unavailable by another booking. A scenario to run with the supplier; not a completed product test. | Supported3.2 / 3.2 pts AI Voice Booking checks live availability before confirming a booking. Official documentation Β· Oct 15, 2026Source β |
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Depth checkControl or hand off booking AIDisable AI handling, control its scope or hand a conversation to a person. 4 points maximumAsk for a demonstrationShow how staff stop AI handling or take over a booking conversation. A scenario to run with the supplier; not a completed product test. | Not verified0β4 / 4 pts Voice booking is documented, but human handoff or explicit assistant control needs verification. Not verified Β· Oct 15, 2026Source β |
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Depth checkRoute bookings from form answersDemonstrate: Route bookings from form answers. State the plan, limits and behaviour on failure. Use two hosts and competing requests. 2.5 points maximumAsk for a demonstrationDemonstrate: Route bookings from form answers. State the plan, limits and behaviour on failure. Use two hosts and competing requests. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkExpire a link after one bookingDemonstrate: Expire a link after one booking. State the plan, limits and behaviour on failure. Use two hosts and competing requests. 2.5 points maximumAsk for a demonstrationDemonstrate: Expire a link after one booking. State the plan, limits and behaviour on failure. Use two hosts and competing requests. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkDistribute bookings across available hostsDemonstrate: Distribute bookings across available hosts. State the plan, limits and behaviour on failure. Use two hosts and competing requests. 2.5 points maximumAsk for a demonstrationDemonstrate: Distribute bookings across available hosts. State the plan, limits and behaviour on failure. Use two hosts and competing requests. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkCollect availability through a meeting pollDemonstrate: Collect availability through a meeting poll. State the plan, limits and behaviour on failure. Use two hosts and competing requests. 2.5 points maximumAsk for a demonstrationDemonstrate: Collect availability through a meeting poll. State the plan, limits and behaviour on failure. Use two hosts and competing requests. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkBook a recurring appointment seriesDemonstrate: Book a recurring appointment series. State the plan, limits and behaviour on failure. Use two hosts and competing requests. 2.5 points maximumAsk for a demonstrationDemonstrate: Book a recurring appointment series. State the plan, limits and behaviour on failure. Use two hosts and competing requests. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkPrevent two bookings taking the final slotDemonstrate: Prevent two bookings taking the final slot. State the plan, limits and behaviour on failure. Use two hosts and competing requests. 2.5 points maximumAsk for a demonstrationDemonstrate: Prevent two bookings taking the final slot. State the plan, limits and behaviour on failure. Use two hosts and competing requests. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkPreview booking times across daylight-saving changesDemonstrate: Preview booking times across daylight-saving changes. State the plan, limits and behaviour on failure. Use two hosts and competing requests. 2.5 points maximumAsk for a demonstrationDemonstrate: Preview booking times across daylight-saving changes. State the plan, limits and behaviour on failure. Use two hosts and competing requests. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkRetry failed booking-event deliveryDemonstrate: Retry failed booking-event delivery. State the plan, limits and behaviour on failure. Use two hosts and competing requests. 2.5 points maximumAsk for a demonstrationDemonstrate: Retry failed booking-event delivery. State the plan, limits and behaviour on failure. Use two hosts and competing requests. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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