Guides and tutorials for using the eAgenda platform.
8 categories · 71 articles
Explore the eAgenda Dashboard and discover how to access appointments, monitor plan usage, and navigate the platform's key features.
Learn how to set up notification rules in eAgenda to automate sending messages via SMS, email, and WhatsApp about appointments, changes, and cancellations.
Learn how to manually add appointments in eAgenda. See how to select a client, choose a service, and set the date and time quickly and easily.
Learn how to share the eAgenda scheduling link with your clients. Let them choose a date and time online, without calls or messages, quickly and easily.
Step-by-step tutorial to set up your first calendar in eAgenda. Define hours, services, and availability to start receiving online appointments.
See how to sign up for eAgenda in minutes and get a 15-day free trial. Access all features of the online scheduling platform with no commitment.
Set up appointment confirmation in eAgenda — choose between automatic or manual approval. See how each mode works and which is best for your business.
Learn how the appointment receipt works in eAgenda. Each appointment automatically generates a receipt with date, time, service, and client details.
eAgenda offers new and powerful communication features that elevate your customer service. You can configure personalized messages to be sent automatically via WhatsApp.
eAgenda offers two distinct approaches for calendar configuration: the Classic Model, which centralizes all settings on a single page, and the Simplified Model, designed to provide a more intuitive and efficient experience.
The eAgenda and Minha Agenda Virtual platforms offer the ability for the administrator to generate a token, enabling API integration and usage.
In eAgenda, you can configure various types of additional forms, offering more flexibility and customization in the relationship with your customers. Among these features, one of the most useful is the File Upload option.
Learn how to block time slots in bulk on eAgenda. Ideal for meetings, appointments, or vacations — block multiple slots at once with just a few clicks.
Learn how to block specific time slots on your eAgenda calendar. Control availability and manage your scheduling flow by easily blocking individual slots.
Both the eAgenda platform and Minha Agenda Virtual offer the ability to customize the display model for days and times that your clients see on the scheduling screen.
On eAgenda, each organization has a slug, which serves as the account identifier within the platform. This slug is used in all scheduling links, defining the address your clients access to book appointments.
On eAgenda and Minha Agenda Virtual, you can update your registration email whenever needed, ensuring that your contact information is always correct and up to date.
Having companions is quite common in special situations. A great example is the bridal gown fitting, which usually takes place in the company of close and important people.
The Holidays feature allows you to automatically block your calendar on important dates, such as national and state holidays, ensuring it is always up to date without manual intervention.
eAgenda allows you to configure hours for specific dates that do not follow the regular weekly schedule. It is ideal for situations such as one-time events, special campaigns, holidays, or any other special service outside the usual routine.
Multi-service scheduling makes it easy for clients who want to book more than one service during available appointment times.
Configure bookable services in eAgenda with custom names, durations, and prices. Allow clients to choose a service and pay through the platform.
The eAgenda and Minha Agenda Virtual platforms allow the administrator to configure the scheduling of multiple people in the same time slot. This configuration can be done in two ways.
In this tutorial, we will show you how to configure your scheduling screen on eAgenda. This configuration is essential for creating a customized scheduling page that works as a landing page, offering a simple and effective experience for users to make their appointments.
The eAgenda platform offers various features aimed at optimizing the management of your virtual calendar. The time slot fitting tool is one of them.
On eAgenda, the access lists feature allows you to control which users can book appointments on specific schedules, with specific restriction rules. This control is especially useful in contexts such as schools, where it is necessary to limit student bookings with certain teachers.
In eAgenda, you can maintain more than one account using the same subscription, without any link or interference between them. This feature is especially useful for cases where data and information need to be kept fully independent.
Create calendar groups in eAgenda to organize multiple calendars by category. Set up a sequential flow of up to 3 steps on the client scheduling screen.
In eAgenda, you can configure different types of viewing profiles for users. Each profile has distinct permissions for accessing and modifying schedules, allowing you to control who can perform certain actions in the system.
We would like to introduce a powerful feature to help with data collection and satisfaction surveys, essential for better understanding the client experience and improving the services provided.
To provide even more autonomy for calendar administrators and improve platform usability, you can customize the sending of notifications, choosing when and how they are sent — via SMS or email.
Customize automatic scheduling emails in eAgenda. Configure messages for confirmation, rejection, and cancellation with your business branding.
In eAgenda, you have full flexibility to edit your plan limits according to your business growth. Quickly and easily, you can make changes directly from your account dashboard.
On the eAgenda and Minha Agenda Virtual platforms, you can enable waitlists on your calendars. This feature is especially useful when a customer wants to book a time slot that is already taken.
In eAgenda, you can create a custom link that includes only the calendars you want to share, making the management of your schedules much more organized and targeted.
The eAgenda and Minha Agenda Virtual platforms offer full integration with RD Station, one of the leading marketing automation and customer relationship management tools.
In eAgenda and Minha Agenda Virtual, you can automate the entire billing process by integrating the platform with Mercado Pago. With this feature, customers can schedule and pay simultaneously.
On eAgenda, AgendaCoins are essential elements for the proper functioning of notification rules and system automation. They act as credits that enable automatic actions such as sending reminders, appointment confirmations, and cancellation notices.
Hello, parents and students of Colegio Sidarta! In this tutorial, we will teach you how to schedule meetings with teachers in a practical and quick way.
Set appointment limits in eAgenda to control the quantity per client. Define restrictions by period, total appointments, or number of no-shows.
Generate and share scheduling QR Codes in eAgenda. Make it easy for clients to access your booking page on printed materials, social media, and more.
On eAgenda, you can subscribe to or manage your subscription directly through the platform, in a practical, intuitive, and fast way. The entire process was designed to offer more autonomy to the user.
eAgenda and Minha Agenda Virtual offer a practical feature that allows you to easily switch between accounts and sub-accounts without needing to log out of the platform.
On the eAgenda and Minha Agenda Virtual platforms, you can use tags to efficiently categorize and organize your appointments. Tags are excellent tools for facilitating management.
On the eAgenda and Minha Agenda Virtual platforms, you can enable the recurring appointments feature, a solution that brings more convenience for both professionals and clients.
The eAgenda and Minha Agenda Virtual platforms offer advanced customization resources through the creation of custom forms. These forms can be used in various ways.
See how the eAgenda scheduling screen works from the client's perspective. Learn how to choose a service, date, and time to book an appointment online.
Understand how online scheduling works when done by the client themselves on eAgenda. More autonomy, fewer communication errors, and a practical, intuitive experience.
Learn how the client can book appointments by logging into the eAgenda or Minha Agenda Virtual platform. Complete step-by-step guide with screenshots.
Create internal forms on eAgenda to record notes during appointments. Configure custom fields linked to the schedule and filled in by the team.
Set up email sending with your own domain in eAgenda via SMTP. Strengthen your brand by sending appointment notifications from your corporate email address.
Learn how to embed the eAgenda scheduling form directly on your website. Maintain your visual identity and allow clients to book appointments without leaving your domain.
Connect eAgenda to Google Calendar and Google Meet. Receive automatic appointment notifications and generate Meet video conference links automatically.
Integrate eAgenda with Microsoft Teams and Outlook. Receive automatic notifications in Outlook and generate video conference links in Teams for each appointment.
Integrate Zoom with eAgenda to offer video conference appointments. Automatically generate meeting links for each online booking. Complete step-by-step guide.
Learn how to generate an access token to authenticate with the eAgenda API. See how to use HTTP Bearer token authentication with practical cURL and Python examples to access the endpoints.
Configure webhooks in eAgenda to receive real-time notifications about appointment creation, updates, and cancellations. Includes Python server examples.
Integrate your external API with eAgenda to automatically validate whether a client is authorized to book. Configure Access Lists connected to external systems.
Create calendars via the eAgenda REST API. Configure business hours, services, appointment modes, and availability programmatically.
Create accounts (organizations) via the eAgenda REST API. Configure name, contact, time zone, and status by sending a POST request to /api/v3/accounts/ with practical examples.
Create appointments programmatically using the eAgenda REST API. See examples with cURL and Python to configure calendars, services, attendees, and time slots.
Automate the registration of schedulable services via the eAgenda REST API. Define name, duration, price, and availability of services programmatically with examples.
Create users and team members via the eAgenda REST API. Automate member registration with permissions, email, and access credentials using practical examples.
List and filter appointments via the eAgenda API by status, date, service, and more. See all available parameters with practical examples in cURL and Python.
List available times for scheduling via the eAgenda API. Query slots by day or by period using the /available-date-times/ and /available-dates/ endpoints.
Register clients via the eAgenda REST API with examples in cURL and Python. Send name, email, phone, and identification documents programmatically using the /people/ endpoint.
Update or cancel appointments via the eAgenda REST API. Learn how to change status, reschedule times, or remove appointments with examples in cURL and Python.
Learn how to enable Two-Factor Authentication (2FA) on eAgenda. Protect your account with an extra layer of security using a unique verification code via an authenticator app.
Unavailable time slots on eAgenda? See the most common causes and how to resolve them. Troubleshooting guide with solutions for schedule configuration issues.
Manage multiple service locations on eAgenda — ideal for branches, offices, or salons. Configure each location independently on the platform.
Understand the differences between eAgenda and Minha Agenda Virtual. Both developed by Mupi Systems, they share functionalities but serve different profiles.
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Start here! Learn the basics of using eAgenda.
Step-by-step guides to configure and use platform features.
Detailed information for platform users.
Settings and advanced management for administrators.
1 articleConnect eAgenda with other tools and services.
API, webhooks and resources for developers.
Protect your account and understand our privacy policies.
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Explore the eAgenda Dashboard and discover how to access appointments, monitor plan usage, and navigate the platform's key features.
Getting StartedLearn how to set up notification rules in eAgenda to automate sending messages via SMS, email, and WhatsApp about appointments, changes, and cancellations.
Getting StartedLearn how to manually add appointments in eAgenda. See how to select a client, choose a service, and set the date and time quickly and easily.
Getting StartedLearn how to share the eAgenda scheduling link with your clients. Let them choose a date and time online, without calls or messages, quickly and easily.
Getting StartedStep-by-step tutorial to set up your first calendar in eAgenda. Define hours, services, and availability to start receiving online appointments.
Getting StartedSee how to sign up for eAgenda in minutes and get a 15-day free trial. Access all features of the online scheduling platform with no commitment.
TutorialsSet up appointment confirmation in eAgenda — choose between automatic or manual approval. See how each mode works and which is best for your business.
TutorialsLearn how the appointment receipt works in eAgenda. Each appointment automatically generates a receipt with date, time, service, and client details.
TutorialseAgenda offers new and powerful communication features that elevate your customer service. You can configure personalized messages to be sent automatically via WhatsApp.