Online Appointment Scheduler

Create profitable customer engagements by automating appointment scheduling.

Today's Customers Demand It

Attract & retain customers by deploying Online Schedulers.

Appointment scheduling is proven to drive revenue growth and improve customer loyalty.

The SUMO Platform manages appointment and staff availability, so customers are scheduled with the right person, at the right location, at the right time.

Not only does SUMO give staff an at-a-glance view of all customer interactions, it also shows key behavior patterns. With information at their fingertips, staff can deliver highly personalized service.

Let your customers self-schedule 24/7 365 from any device.

Today’s customer choose to do business with organizations that make it easy to do business with them.  It’s no surprise with SUMO, 34% of appointments are booked outside of business hours using SUMO.  This means while you’re eating dinner with your family, SUMO is putting more appointments on your teams calendars.

Core Capabilities

What makes the SUMO Online Scheduler special?

Smart Matching

Highly configurable to support any business process to match your customers with the right expert at the right location, at the right time. See the Assignment Engine for more details.

Your brand

Full control to add your logo, your brand colors, your text, or create a custom UI.

Highly Configurable

Admin tools that let you easily turn on/off pages in the process, change any text labels, brand colors, fonts, and more.

All Meeting Types

Schedule any type of appointment: in-person, phone, video, and web conference.

Auto-Add Web Conference

Automatically insert web conference details into the calendar invitations.

Salesforce Communities

Built on Salesforce Lightning, you can easily deploy “Schedule Appointment” buttons in your:

  • Salesforce Customer Community
  • Salesforce Partner Community
  • Salesforce Employee Community
  • Salesforce Custom Community


Make it easy for customers to find a location nearest them and schedule with right resource.

  • Google Map Compatibility
  • Proximity Search

Auto Time-Zone Conversions

If your organization engages people across time-zones, SUMO will handle the conversions for you.

  • Support for GMT Global Time Zones
  • Support for DST (Daylight Savings Time)

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

Ready To Try SUMO?

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