SUMO Scheduler

Open SUMO Scheduler, pick a goal, and publish a booking flow in minutes. Start by mapping services, personas, and routing rules. For each service, set durations, prep/cleanup buffers, capacity, and whether it’s in-person, phone, or video. Connect staff calendars, define working hours, and restrict time windows for VIPs or campaigns. Match visitors to the right expert by skill, territory, language, or account ownership. Build branded pages with custom fields, consent checkboxes, and smart defaults. Publish the link on your site, inside emails, behind QR codes, or in SMS. The system screens for conflicts, respects time zones, and locks in only valid slots.

Sales teams drop personal booking links into emails or LinkedIn; inbound leads go from form submission to confirmed slot without back-and-forth. Use round-robin to distribute net-new leads, territory rules to route known accounts to the right owner, and skills-based routing for product specialists. Auto-create CRM activities, insert video links, and send confirmations and reminders by email or text. Enable group sessions for webinars and product classes with capacity limits and waitlists. Require payment or a deposit to secure premium consults, and refund or transfer when a customer reschedules.

For service centers and branches, spin up a lobby queue with mobile or kiosk check-in, estimated wait times, and on-deck alerts. Manage multiple locations from one view: assign staff, rooms, and equipment; block maintenance; and shift inventory based on demand. HR and recruiting can coordinate panel interviews and reschedules with a single link. Education teams schedule courses and cohorts, track rosters, and move attendees when a session fills. Internal teams reserve meeting rooms with rules for size, A/V needs, and cleanup buffers. Customers always have a self-serve link to cancel or reschedule, and no-shows trigger follow-up options automatically.

Use the analytics builder to answer operational questions fast: Which channel books the most meetings? Where do no-shows spike? Which rep’s calendar yields the highest revenue? Create custom dashboards by location, service, or owner, and have reports sent to stakeholders on a schedule. Trigger alerts when SLAs slip, utilization crosses thresholds, or a queue exceeds target wait times. Iterate quickly—clone a flow, tweak messaging, A/B test reminders, and localize copy for new regions. Permissions, audit trails, and data exports keep IT comfortable while your teams keep calendars full.