When do I reach out to the Schedule Engine Support Team?

  • Integration issues (ex:availability not showing correctly)
  • Bugs (sync errors, scheduler not loading properly)
  • Chat & Voice agent errors, issues with emergency escalations
  • Small updates (fee changes on live services, updated working on the scheduler, logo / color changes)
  • Dashboard logins & email notification distribution lists

When do I reach out to my CSM?

  • Questions about how our products and services work
  • Team trainings on products and services
  • Discussions on how to market and promote your scheduler
  • Questions about our marketing analytics function
  • Questions about best practices with your Schedule Engine products and services
  • Questions about the performance of your products and services
  • Big updates (new business units & trades, major Scheduler overhauls, moving to a new CRM / FSM)