Tutorials
Step-by-step guides to configure and use platform features.
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.
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.
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.
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.
Generating an API Token and Checking the Account Slug in eAgenda
The eAgenda and Minha Agenda Virtual platforms offer the ability for the administrator to generate a token, enabling API integration and usage.
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.
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.
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.
How to Change the Scheduling Screen Display
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.
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.
How to Change Your Registration Email on eAgenda and Minha Agenda Virtual
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.
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.
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.
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.
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.
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.
How to Configure Simultaneous Appointments in the Same Time Slot
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.
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.
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.
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.
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.
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.
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.
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.
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.
How to Customize Scheduling Emails
Customize automatic scheduling emails in eAgenda. Configure messages for confirmation, rejection, and cancellation with your business branding.
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.
How to Enable and Configure the Waitlist
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.
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.
How to Integrate eAgenda with RD Station
The eAgenda and Minha Agenda Virtual platforms offer full integration with RD Station, one of the leading marketing automation and customer relationship management tools.
How to Integrate with Mercado Pago and Automate Payments
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.
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.
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.
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.
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.
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.
How to Switch Between Accounts on eAgenda and Minha Agenda Virtual
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.
How to Use Tags to Categorize Appointments
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.
Recurring Appointments on eAgenda and Minha Agenda Virtual
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.
Scheduling Forms in eAgenda
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.
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