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MSP Process

HaloPSA AI VoiceAssist with Authenticator verification and SMS

Your clients book.
Your team gets time back.

  • Send link
  • Book now
  • Calendar
Send link
Send to
TypeRemote supportRound robin
  • Copy link
  • Email
  • SMS
  • WhatsApp
  • Teams
Send booking link
Requests
  • Remote support, 30 minBooked Tue 10:30
  • Pending
  • Pending

ScheduleAssist handles bookings by phone, chat and link, matching your clients with available technicians and keeping your PSA (professional services automation) calendar updated. Send calendar invitations for one-to-one meetings, group meetings, round robin or first availability.

Less email back-and-forth
0
Fewer missed appointments
62%
Bookings matched to your team
100%

READY TO PUT TO WORK

Everyday appointment requests.
Less work arranging them.

Booking links and calendar invitations help your team arrange appointments from the PSA, with AI voice and chat booking for your clients.

  • Access before appointment selection

    Your clients complete the access step through Authenticator, Duo, text message or Teams before choosing an appointment from your team's calendar.

    • Authenticator approval before calendar access
    • Duo access for your clients
    • Text message and Teams options
    Zero Trust
  • Schedule over the phone

    Alpha (AI VoiceAssist) answers your clients' inbound calls, captures the issue and books an appointment during the conversation, without a portal or link.

    • Inbound calls from your clients
    • Issue details from the conversation
    • Appointment booking during the call
    AI Voice booking
  • Choose a meeting format

    Send calendar meeting invitations directly from your PSA for one-to-one meetings, group meetings, round robin or first availability.

    • One-to-one and group meetings
    • Round robin
    • First availability
    Flexible booking
  • Schedule over chat

    AI ChatAssist handles inbound chats through your portal, Teams or WhatsApp, creates the ticket and books an appointment within the conversation.

    • Portal, Teams and WhatsApp conversations
    • Ticket creation from inbound chats
    • Appointment booking within the conversation
    Chat booking
  • Reminders in familiar channels

    Your clients receive text, email and Teams reminders at 24h, 1h and 15 minutes, all carrying your brand and sender details.

    • Text, email and Teams reminders
    • Your brand on every reminder
    • Appointment details for your clients
    Triple reminder
  • Links from your team's tools

    Your technicians can send booking links from a PSA ticket, Teams, text message or WhatsApp, with manual and automated options.

    • Booking links from PSA tickets
    • Teams, text message and WhatsApp
    • Manual and automated link options
    PSA-embedded

HOW IT WORKS

A link to book.
A time that works.

Your clients move from booking link to confirmation in under 60 seconds, with six steps that keep your PSA updated without dispatcher coordination.

  1. A link within reach

    Your team shares a booking link through your PSA, ticket autoresponder, email signature, portal, Teams or text message.

  2. Access to the calendar

    Your client uses Authenticator, Duo, text message or Teams push to complete the access step before the calendar opens.

  3. Times that fit

    ScheduleAssist checks calendar conflicts, technician skills and time zones, then shows your client the appointment times that fit.

  4. The right meeting format

    Your team can offer one-to-one meetings, group meetings, round robin or first availability.

  5. An appointment your client chooses

    Your client picks a time, then receives a confirmation, calendar invite, preparation form and reminders through Teams and text message.

  6. Details in your PSA

    ScheduleAssist creates or updates the ticket, reserves time on your technician's calendar and records the booking in your PSA.

Your service desk's schedule.
Your service desk's rules.

Compare Calendly with ScheduleAssist for the booking details your team handles daily, from calendar invitations to ticket updates.

CapabilityCalendly & generic schedulersScheduleAssist, MSP-grade
Client access before calendar availabilityAnyone with the link can bookYesEUV-gated, Authenticator / Duo / SMS / Teams
Your PSA calendar conflictsSees Google / Outlook onlyYesReads ConnectWise, HaloPSA, Autotask, Syncro live
Appointment booking by AI voice or chatWeb link onlyYesAlpha books on the call, ChatAssist books in chat
Ticket updates in your PSAExternal webhook + manual syncYesNative PSA sync, audit row written
100% white-labeled with your brand"Powered by Calendly" everywhereYesYour domain, logo, colors, per-tenant branding

Considering ScheduleAssist as a TimeZest replacement? Read the comparison.

MAKE IT YOURS

Your clients book.
Your brand stays familiar.

ScheduleAssist brings your domain, logo, colors and wordmark to booking pages, calendar invites, email confirmations and text reminders, without MSP Process branding.

  • Your own booking address

    Your clients book through an address on your domain, such as bluewolfmsp.com/book, with your branding throughout the booking page.

    • Booking pages on your domain
    • A familiar address for clients
    • Your branding throughout the page
  • Your logo, colors and fonts

    Your booking pages use your logo, colors and fonts, with separate branding for each client's tenant when you resell the service.

    • Your logo, colors and fonts
    • Separate branding for each client
    • Each tenant's own visual identity
  • Confirmations that carry your brand

    Your emails, calendar invites and text reminders carry your brand, so clients receive booking details from you without MSP Process branding.

    • Email confirmations with your branding
    • Calendar invites with your branding
    • Text reminders with your branding

SEE THE BOOKING

Network outage triage, Northwind Dental

Pick a time that works for Sarah K.

Live
  1. Tue, Apr 28

    1:30 PM, 2:30 PM ET

  2. Mike R.

    Network operations

  3. Remote

    join.bluewolfmsp.com/r/4827

  4. Ticket #4827

    Synced to your PSA

  • noreply@bluewolfmsp.com
  • Text reminder 24h / 1h / 15m

BRING IT TOGETHER

Your existing tools.
Your bookings connected.

ScheduleAssist syncs bookings with ConnectWise, HaloPSA and Autotask, reserves time on your technicians' calendars and records the activity on the source ticket.

WHAT TEAMS SEE

Fewer missed appointments.
Less work coordinating them.

62%
Reduction in missed appointments
Triple-channel reminders, branded sender
100%
Identity-verified bookings
EUV gates the calendar before slots load
0
Bookings coordinated by dispatchers
Self-service, PSA-aware, zero email ping-pong
< 60s
Time from link to confirmation
Verify, resolve, pick, sync

LET'S TALK AUTOMATION

Bring your booking process.
See it put to work.

In a demo, we'll show ScheduleAssist in a sample PSA environment. We'll walk through a booking together, from the first step to a confirmed appointment.

  1. Walkthrough

  2. Product walkthrough

  3. Your quote

Bring us the process you most want to stop doing by hand.