Appointments
Set appointments based on user roles, allocated times or custom rules
Schedule Appointment
Microsoft Integration
Google Integration
Instant
Available
Teams
Allocate tasks or activities to teams, based on role or department
Security Rules
Activity or Task Access
Adjust Teams
Instant
Available
Tasks
Create tasks automatically based on role, department or user preference
Security Rules
Auto-Allocate
Adjust Access
Instant
Available
Notes
Determine when a file note is required. Create mergeable templates
Schedule Notes
Merge Microsoft Work
Dynamic Forms
Instant
Available