Documentation

Results

• Getting Started Complete Guide to the eAgenda Dashboard Explore the eAgenda Dashboard and discover how to access appointments, monitor plan usage, and navigate the platform's key features.
• Getting Started How to Create and Configure Notification Rules in eAgenda Learn how to set up notification rules in eAgenda to automate sending messages via SMS, email, and WhatsApp about appointments, changes, and cancellations.
• Getting Started How to Manually Add an Appointment in eAgenda 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.
• Getting Started How to Send the Scheduling Link to Your Clients 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.
• Getting Started How to Set Up Your First Calendar in eAgenda Step-by-step tutorial to set up your first calendar in eAgenda. Define hours, services, and availability to start receiving online appointments.
• Getting Started How to Sign Up for eAgenda and Get 15 Free Trial Days 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.
• Tutorials Appointment Confirmation Options Set up appointment confirmation in eAgenda — choose between automatic or manual approval. See how each mode works and which is best for your business.
• Tutorials Appointment Receipt in eAgenda — Automatic Confirmation Learn how the appointment receipt works in eAgenda. Each appointment automatically generates a receipt with date, time, service, and client details.
• Tutorials Configuring WhatsApp Communication eAgenda offers new and powerful communication features that elevate your customer service. You can configure personalized messages to be sent automatically via WhatsApp.
• Tutorials Exploring the Simplified Model in eAgenda 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.
• Tutorials Generating an API Token and Checking the Account Slug in eAgenda The eAgenda and eAgenda platforms offer the ability for the administrator to generate a token, enabling API integration and usage.
• Tutorials How to Allow File Uploads in eAgenda 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.
• Tutorials How to Block Multiple Time Slots at Once in eAgenda 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.
• Tutorials How to Block Time Slots on eAgenda Learn how to block specific time slots on your eAgenda calendar. Control availability and manage your scheduling flow by easily blocking individual slots.
• Tutorials How to Change the Scheduling Screen Display Both the eAgenda platform and eAgenda offer the ability to customize the display model for days and times that your clients see on the scheduling screen.
• Tutorials How to Change the Slug (Account Name) on eAgenda 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.
• Tutorials How to Change Your Registration Email on eAgenda and eAgenda On eAgenda and eAgenda, you can update your registration email whenever needed, ensuring that your contact information is always correct and up to date.
• Tutorials How to Configure Companion Attendance in Scheduling 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.
• Tutorials How to Configure Holidays in eAgenda 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.
• Tutorials How to Configure Hours for Specific Dates 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.
• Tutorials How to Configure Multi-Service Scheduling Multi-service scheduling makes it easy for clients who want to book more than one service during available appointment times.
• Tutorials How to Configure Services in eAgenda Configure bookable services in eAgenda with custom names, durations, and prices. Allow clients to choose a service and pay through the platform.
• Tutorials How to Configure Simultaneous Appointments in the Same Time Slot The eAgenda and eAgenda platforms allow the administrator to configure the scheduling of multiple people in the same time slot. This configuration can be done in two ways.
• Tutorials How to Configure the Scheduling Screen on eAgenda 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.
• Tutorials How to Configure Time Slot Fitting in eAgenda The eAgenda platform offers various features aimed at optimizing the management of your virtual calendar. The time slot fitting tool is one of them.
• Tutorials How to Create and Manage Access Lists on eAgenda 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.
• Tutorials How to Create and Manage Subaccounts in eAgenda 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.
• Tutorials How to Create Calendar Groups in eAgenda 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.
• Tutorials How to Create New Users for Your Team 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.
• Tutorials How to Create Satisfaction Surveys on eAgenda 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.
• Tutorials How to Customize Notification Rules 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.
• Tutorials How to Customize Scheduling Emails Customize automatic scheduling emails in eAgenda. Configure messages for confirmation, rejection, and cancellation with your business branding.
• Tutorials How to Edit Your Plan Limits in eAgenda 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.
• Tutorials How to Enable and Configure the Waitlist On the eAgenda and eAgenda 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.
• Tutorials How to Generate a Custom Calendar Link 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.
• Tutorials How to Integrate eAgenda with RD Station The eAgenda and eAgenda platforms offer full integration with RD Station, one of the leading marketing automation and customer relationship management tools.
• Tutorials How to Integrate with Mercado Pago and Automate Payments In eAgenda and eAgenda, you can automate the entire billing process by integrating the platform with Mercado Pago. With this feature, customers can schedule and pay simultaneously.
• Tutorials How to Purchase Sending Credits on eAgenda 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.
• Tutorials How to Schedule Meetings with Teachers at Colegio Sidarta 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.
• Tutorials How to Set Appointment Limits per Client in eAgenda Set appointment limits in eAgenda to control the quantity per client. Define restrictions by period, total appointments, or number of no-shows.
• Tutorials How to Share the Scheduling QR Code 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.
• Tutorials How to Subscribe and Edit Your Plan on eAgenda 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.
• Tutorials How to Switch Between Accounts on eAgenda and eAgenda eAgenda and eAgenda offer a practical feature that allows you to easily switch between accounts and sub-accounts without needing to log out of the platform.
• Tutorials How to Use Tags to Categorize Appointments On the eAgenda and eAgenda platforms, you can use tags to efficiently categorize and organize your appointments. Tags are excellent tools for facilitating management.
• Tutorials Recurring Appointments on eAgenda and eAgenda On the eAgenda and eAgenda platforms, you can enable the recurring appointments feature, a solution that brings more convenience for both professionals and clients.
• Tutorials Scheduling Forms in eAgenda The eAgenda and eAgenda platforms offer advanced customization resources through the creation of custom forms. These forms can be used in various ways.
• User Guide Client Guide: How to Schedule an Appointment on eAgenda 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.
• User Guide How Client Self-Scheduling Works Understand how online scheduling works when done by the client themselves on eAgenda. More autonomy, fewer communication errors, and a practical, intuitive experience.
• User Guide How the Client Books an Appointment via Platform Login Learn how the client can book appointments by logging into the eAgenda or eAgenda platform. Complete step-by-step guide with screenshots.
• Admin Guide How to Create an Internal Form for Appointment Notes on eAgenda Create internal forms on eAgenda to record notes during appointments. Configure custom fields linked to the schedule and filled in by the team.
• Integrations How to Configure Email Sending with Your Own Domain in eAgenda Set up email sending with your own domain in eAgenda via SMTP. Strengthen your brand by sending appointment notifications from your corporate email address.
• Integrations How to Embed the Scheduling Form on Your Website 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.
• Integrations How to Integrate with Google Calendar and Google Meet Connect eAgenda to Google Calendar and Google Meet. Receive automatic appointment notifications and generate Meet video conference links automatically.
• Integrations How to Integrate with Microsoft Teams and Outlook Integrate eAgenda with Microsoft Teams and Outlook. Receive automatic notifications in Outlook and generate video conference links in Teams for each appointment.
• Integrations Online Appointments with Video Conferencing via Zoom Integrate Zoom with eAgenda to offer video conference appointments. Automatically generate meeting links for each online booking. Complete step-by-step guide.
• Advanced Features How to Authenticate with the API (Generate an Access Token) 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.
• Advanced Features How to Configure Notifications (Webhooks) for Appointments Via API Configure webhooks in eAgenda to receive real-time notifications about appointment creation, updates, and cancellations. Includes Python server examples.
• Advanced Features How to Control the Appointment Access List via External API Integrate your external API with eAgenda to automatically validate whether a client is authorized to book. Configure Access Lists connected to external systems.
• Advanced Features How to Create a Calendar Via API Create calendars via the eAgenda REST API. Configure business hours, services, appointment modes, and availability programmatically.
• Advanced Features How to Create an Account (Organization) Via API 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.
• Advanced Features How to Create an Appointment Via API in eAgenda Create appointments programmatically using the eAgenda REST API. See examples with cURL and Python to configure calendars, services, attendees, and time slots.
• Advanced Features How to Create Schedulable Services Via API in eAgenda Automate the registration of schedulable services via the eAgenda REST API. Define name, duration, price, and availability of services programmatically with examples.
• Advanced Features How to Create Users (Team Members) Via API Create users and team members via the eAgenda REST API. Automate member registration with permissions, email, and access credentials using practical examples.
• Advanced Features How to List and Filter Appointments Via API 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.
• Advanced Features How to List Available Times for Scheduling Via API 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.
• Advanced Features How to Register Clients (People) Via API 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.
• Advanced Features How to Update or Cancel an Appointment Via API 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.
• Security & Privacy How to Enable Two-Factor Authentication 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.
• General My Time Slots Are Unavailable, How to Fix It? Unavailable time slots on eAgenda? See the most common causes and how to resolve them. Troubleshooting guide with solutions for schedule configuration issues.
• General What Are Service Locations? Manage multiple service locations on eAgenda — ideal for branches, offices, or salons. Configure each location independently on the platform.
• General What Is the Difference Between eAgenda and eAgenda? Understand the differences between eAgenda and eAgenda. Both developed by Mupi Systems, they share functionalities but serve different profiles.