Invite Manager

Send secure personalized appointment invites.

Email Private Meeting Invites

You control when and who your customers meet with.

The SUMO Invite Manager gives your team the power to send private outbound appointment invites.
Use the Invite Manager to email a meeting invite to a prospect or customer, they click the link, choose a time, and the meeting is automatically booked on everyone’s calendar.

Core Capabilities


What makes the SUMO Invite Manager special?

Schedule for Yourself

Set up personalized meetings, where each meeting can have its own unique settings, such as time frame and location.


To ensure an equal distribution of appointments, meetings are assigned to the next team member in line.

Meeting Templates

Create meeting templates that suit your organization’s branding & routing requirements for each meeting type. Templates can be easily applied to new meetings.

Schedule for Others

Create personalized meetings for others based on custom criteria,  resource pools, or assignment logic.


Load-balance appointment volume by choosing the user that has the least utilization and providing the customer this person’s availability.

Travel Gaps

Include pre & post meeting buffers to allow for travel time to a meeting at a remote location.

Panel or Group Meetings

Create personalized panel meetings to meet with multiple team members simultaneously. Customers will only see times when all panelists are available.


Limit an appointment invite to a specific date and/or time range and auto-expire the invite if an appointment is not scheduled inside this window.

Resource Pools

Distribute bookings among a group of team members in the same location, department, or with any other shared attribute. Each team can have its own distribution method.

Limit # of Bookings

When you email an appointment invite it can be used an unlimited # of times to schedule an appointment or be limited to a max.

Designed For


How do teams use the Invite Manager?

Call Centers

On Behalf of – Send meeting invites to customers to meet with other team members.

Sales Teams

Group Scheduling – Send meeting invites to prospects with appointment slots when both sales rep and technical resource are free.

Support Teams

Personal Scheduling – Tier 2 Support Agent sends meeting invite to customer to meet for web conference.

Recruiting Team

Group Scheduling – Send meeting invite to job candidate with appointment slots when entire interview panel is free.

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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