With Ezeassist, you can take care of the gamut of tasks involving customer lifecycle management. Ezeassist is a one-stop platform for everything that needs to be done with regard to customer engagement. Schedule appointments/meetings, conference with your staff and customers, promote your offerings, collaborate with your customers and securely share confidential information (including tasks, notes, documents) online from anywhere at any time.
Register for your free trial <Link to Sign Up page>. After the quick Business Setup <Link to Core Setup in Knowledge Base> is complete, you can immediately begin using Ezeassist.
You can choose to be billed either monthly or annually. If you think you might need to use Ezeassist only during certain months in a year, choose the monthly billing plan, but if you require the software throughout the year, the annual plan will be economical.
When you register your business with Ezeassist, you can choose your country in the Business Details page.
If your country is India, the payment option automatically redirects you to CCAvenue page for payment in INR. If you choose any country other than India in the business details page, based on the currency support, you’ll be redirected to Paypal or Stripe payment methods.
Details of the system requirements are:
|IE(internet explorer)||>= 9.0|
|Edge(IE updated version)||>= 12.0|
|MSIE(Microsoft internet explorer)||>= 8.0|
Not necessary. Your customers can schedule appointments, pay and conference with you by using the Guest Login option, if they don’t wish to sign up for an Ezeassist account.
Yes, as long as your Mac meets the following system requirements:
Mac OS X 10.6 – Snow Leopard or newer
Intel processor (1GB of RAM or better recommended)
Cable modem, DSL, or a fast Internet connection.
Choose between Free, Standard, Business, Premium and custom corporate plans. Check out the pricing details and features of the plans here. You can choose the plan that will work for you depending on parameters like storage you require, size of your business etc.
Yes, you can cancel your paid plan at any time and enjoy the features till end of plan duration. There will be no penalty for cancellation.
You can export all your contacts, customer data etc. before cancelling your paid plan. You can also download all invoices, conversations, meeting recordings, documents prior to cancelling your plan.
You can give your customers the link to your Business URL on Ezeassist for them to schedule appointments with you. Alternatively, you can integrat Ezeassist into your website so that your customers can directly schedule appointments with you.
Through Ezeassist, customers can also share documents, notes and other important files in a safe and secure manner, and make payments online. This gives them incentive to use Ezeassist, rather than commute all over town to meet you for small tasks.
Ezeassist account holders can use the Ezeassist app to start an instant or already-scheduled meeting from an iPhone, iPad, Android device or Windows mobile device.
Yes of course, your customers can login to their registered Ezeassist account to see the past and upcoming appointments with you. Likewise, you and your staff can also view the past and upcoming appointments.
Yes. You or your company must have a confirmed and verified PayPal account in order to receive payments through PayPal. We recommend using a business or premier PayPal account so your customers won’t need to have PayPal accounts to pay you.
If you have a business or premier PayPal account, your customers can pay online using major credit cards (Visa, MasterCard, Discover and American Express) or via PayPal. If you have a personal PayPal account, they can only pay online via PayPal.
he Payment features in Ezeassist provide options to waive off and refund bills to your customers.
Yes, your online meetings, web and teleconference sessions are private and secure. All of our solutions feature end-to-end Secure Sockets Layer (SSL) and 128-bit Advanced Encryption Standard (AES) encryption. No unencrypted information is ever stored in our system.
Our solutions use HTTP outbound connections to transparently enable screen-sharing sessions even with corporate firewalls in place. In most cases, organizers and attendees of meetings can connect to the servers without re-configuring firewall settings.
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Once you login to your Ezeassist account for the first time, the Business Setup screen appears where you can do a one-time setup of your business details.
- In the Account Settings, enter the type of Profession/Business, Currency, Time Zone and Date Format. To move one, hit the “Next” button.
- In the Business Details page, enter all relevant details such as Name, Business Email, Phone Number, Business Description and Business Address. The details you enter in this step forms the data for your business, so make sure you enter valid and legitimate information. You can always come back to this page to edit your information. Click “Next” to continue.
- In the First Branch / Location page, enter the Branch Location Details and the Address. You can also edit the Branch / Location working hours and the days of operation, which is Monday to Friday, 09:00 hrs to 18:00 hrs by default. Click “Next” to proceed.
- In the First Service section, feed in Service Information like Service Category, Service Name, preferred mode of meeting(s), and the branch that offers the particular service.
For instance, if you are a Spa Owner, these fields could be Massage – Head Massage – Face to Face Meeting and Park Ave Branch.
Initially only the first service branch will be available for selection, but once you complete the basic details, you’ll be able to add more branches that offer services. Booking information like price of the service, number of participants allowed and duration of appointment can also be set.
- In the First Staff section, you can include the details about your business staff members – Name, Email, Contact Number, URL etc. You can also set their service type and working hours. Click on “Finish” to complete the Business Details setup. Once this step is complete, a verification email will be sent to the staff’s email ID. Upon the staff member completing the verification, they can start taking appointments.
A unique staff booking URL is created during this step, with which the corresponding staff member can accept booking and access data.
You will get the following message upon successful registration:Click “OK” and you will be redirected to the Business Details page, where you can modify any of the details that you provided in the earlier steps. There is also a provision to update your Business Logo and Favicon. Click on “Submit” to save any changes that you make.
While the initial setup allows you to add only one branch, you can subsequently add as many branches / locations by clicking on Settings >> Branches & Location>> Add New Branch/Location.
You can quickly add new services by clicking on Settings >> Services >> Add New Service. You can also editing the existing services on this page.
To view, edit and modify details of staff members, navigate to Settings >> Staff >> Add New Staff. You can also add new staff members in this page.
You can modify the working hours and blocking hours of your staff by navigating: Settings>> Staffs>> Edit a Staff (under Action) >> Working Hours. To modify the schedule, click on New or Edit Schedule. To define the working hours, click on Add Specific Time.
To define the working hours, click on Add Specific Time.
By default, there will be no venues and accessories displayed, but you can add them on this page. Feed in the Accessory Name, link it to the corresponding service, and choose whether this should be active or inactive.
In the Booking Rules section, you can define the rules to be followed during the booking process of your end consumer. Options for Appointments, Services, Appointment Lead and Cancellation Times, Multiple Service booking, Booking Quantity, Booking Restrictions etc. are available and can be customized accordingly.
The various options available for meetings can be configured on this page. Each dropdown allows you to enable or disable a particular function associated with that mode of meeting.
For instance, in the Teleconference section, as shown below, the checkboxes can be checked or unchecked for configuring options.
If you wish to receive payments from your customers prior to offering services, the Advance Payment option can be checked. This includes setting up Advance Payment charges, Tax, and Payment Gateway Settings. To setup Advance payment for your services, all you need to do is to click on Settings >> Payment Options.
If you wish to receive payments online, you can update the Payment Gateway settings by navigating to Settings >> Payment Options >> Payment Gateway Settings.
Sending notifications are the best way to reduce unsuccessful appointments. Here is how you can set SMS and Email Notifications: Navigate to Settings >> Notifications >> Email and SMS Notifications.
Here, you can configure how much ahead of the booking time, the notification email or SMS should be sent to both the customer and your staff members. The reminder email is sent to the same email address that your customer enters in your booking form. You can also configure when the notification email or SMS needs to be sent by checking the boxes in the form.
Make Ezeassist your own powerful customer engagement platform by tailoring it to suit your business requirements.
At the top right in your Ezeassist login, click on the ‘button’ and click on ‘Invoice’. This takes you to a page where you can create invoices and is available on both Staff login and Business Owner login.
Once you generate invoices, you can manage them in the Billing & Invoices tab in the menu. View current and past invoices, payment status and process payments. Delete invoices that you don’t require.
Click on the Process Payments button to process payments. This takes you to a screen where you can enter the relevant details to process payments.
You can also view a summary the transaction in the Summary section.