Instant Booker

Built for Call Centers, Sales Teams, and Support Teams

Hurry Up, Book it!

Instantly find a resource, available time slot, and book it.

Customer-facing teams who are often on the phone or in-person with a customer, need a quick way to schedule the customer for a follow-up or with another staff member.

In literally seconds, the SUMO Instant Booking Module is able to tap into the SUMO Assignment Engine and Calendar Connector to find openings and get your prospect or customer booked.

The user experience is simple, fast, and effective, resulting in a great customer experience.



Great for Call Centers, Sales, and Support Teams

In this fast-paced on-the-go mobile world, customer patience is thin.  Therefore, enabling customer-facing teams to quickly get prospects and customers booked, is a huge differentiator.

Right Person, Right Location, Right Time

Teams who use the Instant Booking Module save up to 25% of time previously spent manually scheduling, which greatly increases team productivity.

Increase Staff Productivity

Teams who use the Instant Booking Module save up to 25% of time previously spent manually scheduling, which greatly increases team productivity.

Core Capabilities


What makes the SUMO Instant Booker Module special?

Smart Matching

Since the Instant Booking Module relies on the smart Assignment Engine, your team is ensured the customer gets booked with the right person, at the right location, at the right time.

Resource Pools

Schedule a customer with a resource pool and let SUMO do the assignment.

Criteria Search

Easily add any custom criteria to the user search to make finding resources simple.

Multi-Location Support

Manage your workforce across multiple locations seamlessly by using SUMO’s advanced business logic.

Real-Time Availability

Immediately find calendar openings across potentially thousands of calendars.

Add Attachments

Easily add attachments for customers to review in prep for the meeting.

Salesforce Native

Access the Instant Booking Wizard in Salesforce:

  • Service Cloud from a Case
  • Sales Cloud from a Lead
  • Any Salesforce Object, including Contact, Opportunity, and more.
  • Any Custom Object

What are customers saying?


SUMO rescued us from manual processes!

SUMO helped us automate our advising session scheduling process with approximately 1200 students a year. Before SUMO we had to do this manually, a process that was time-consuming and subject to error. The seamless interaction between SUMO and Salesforce enables us to quickly send appointment invites, and easily know when a student has scheduled an appointment. The outward-facing interface is also very user-friendly which makes it easy for our students to schedule their appointments. 

We have worked with Sumo for outward-facing processes for 5 years now and would highly recommend Sumo to anyone looking for a great appointment scheduling solution that is natively built in Salesforce.

Rebeca Lamadrid

VP, Operational Effectiveness, The Washington Center

Great app for productivity & scheduling

I've managed our relationship with SUMO from implementation to today and can say that it's been such a huge benefit to our organization. As a growing nonprofit that places a high priority on leveraging technology to allow our direct service providers ways to do their jobs, SUMO was a natural fit for us. The implementation process was seamless as their team was always available and very easy to work with. We're now able to more easily set up and manage user schedules. And our favorite feature has been the self-scheduler which has completely streamlined the scheduling process for follow up appointments with clients.

Ashley Jones

Associate Director - Salesforce, Neighborhood Trust Financial Partners

SUMO Rocks!

We use SUMO to schedule appointments with clients for certifications and client success appointments. The self-scheduling tool works every time and we have implemented wild card appointments to maximize our availability. We highly recommend SUMO due to the superior customer service and support! The level of support we receive goes above and beyond. Thank you SUMO for your support!

Greg Thatcher

IT Manager, Five Star Professional

This App has completely changed our processes

The amount of appointments that we are able to make has increased by over 70%. My agents no longer have to play the game of back and forth to try to find a time that works for both parties. This app has been a game-changer for our organization. My agents are now able to concentrate on other clients and communications knowing that they can send the scheduling message and the client is able to self serve.

Kerry Hoisington

Director of Customer Experience, Careerstep

Sophisticated, easy-to-use appointment tool

I've worked with SUMO on several engagements-they've always been very collaborative and customer-focused. Their appointment scheduler is robust and technically scalable, and the have strong online support. Happy to report positive experiences with them.

Jim Gilbert

Salesforce Consulting Director, Huron Consulting

Takes the headaches out of scheduling appointments!

This tool has helped our students schedule appointments with our reps at a time that is convenient for them. It has really helped us spend our time on the right students. Other great bells and whistles and smooth implementation!

Taylor Neece

Dean of Admissions, California Baptist University

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