SUMO1 Knowledge Base

Welcome to the Support Center for the SUMO1 Customer Engagement Platform

How can we help?

Lots of options to learn more about SUMO and get support.

Getting Started - SUMO1

Getting Started

Master the essentials to begin scheduling effortlessly

Be a SUMO Pro - SUMO1

Be a SUMO PRO

Discover how SUMO1 works, from managing availability to coordinating team events and more

Integrations - SUMO1

Integrations

Streamline your meeting process with powerful tools and seamless workflows

User Settings - SUMO1

User Settings

Access everything you need to efficiently manage your SUMO1 organization

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Share Your Ideas

Have a suggestion to improve SUMO1? Let us know! Help us make SUMO1 better by contributing your ideas for future releases

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Log-a-Case

Click here to submit a support case to our customer service team

This is the best support I’ve received. Twice I needed help – and both times it came quickly, in a very professional and easy to understand way. You saved my day!

Frequently Asked Questions

Here’s how to make your schedule work for you:

  1. Head to the Availability section by clicking your name in the top right corner.
  2. Create a schedule that fits your needs — choose weekly, bi-weekly, or monthly options.
  3. Fine-tune your schedule with custom hours or set up date-specific exceptions like time off or extended hours.

Apply your schedule to events:

  • Assign your new schedule directly to event types.
  • Prefer to keep things flexible? Simply copy availability across events.
  1. Go to the Booking Page section and click “Create New Booking Page“.
  2. Set Details: Name your page, choose a template (consultations, meetings), and add instructions (location, what to bring).
  3. Select Participants: Choose whether it’s for one person, a team, or round-robin scheduling.
  4. Choose Meeting Type: Set if it’s a video call, phone call, or in-person meeting.
  5. Set Time: Define meeting duration, buffer time, and booking window.
  6. Customize and Save: Adjust the style, enable alerts, and choose confirmation settings. Click Save to finish.

Automate your schedule with Smart Alerts in SUMO1.

1. Choose a Pre-built Template.

2. Select from templates like Reminder, Feedback Survey, Follow-up Request, Send Links, or Thank You to quickly set up alerts.

3. Create a Custom Alert:

  • Choose a descriptive name for your alert.
  • Select where the alert will trigger, such as booking pages or templates.
  • Decide when to send the alert, whether before, during, or after the meeting.
  • Choose the delivery method, either email or SMS, for the host or invitees.

Once set up, your alerts will automatically notify participants, saving time and enhancing communication.

Journey Builder automates your appointment scheduling process, creating personalized experiences for customers and routing them efficiently.

Steps to Set Up Your Journey:

  1. Create Custom Forms. Capture essential information from your customers with personalized forms.

  2. Present Choices. Offer customers options like location or service type with customizable cards.

  3. Set Conditions. Define conditions to direct customers based on their selections.

  4. Cast the Destination Spell. Route customers to the correct destination, such as a booking or confirmation page.

Journey Builder saves time and enhances customer experience with automated routing!

Why Customers Love SUMO & Our Support

With over 17 years in our space, we offer a lot of benefits.

Premium Support - SUMO1

Premium Support

24/7 Support

Documentation - SUMO1

Full Documentation

Read reference documentation

Video Tutorials - SUMO1

Video Tutorials

for all feature

SUMO Products

Great Products

Loved by users

Customer Satisfaction

Customer Satisfaction

Happy Clients

Analytics -SUMO1

Analytics

You always know what’s going on

Couldn’t find a solution?

SUMO Support Agents are available 8 AM – 5 PM EST, Monday to Friday.
After hours support available for Premier Support customers. Click Log-a-Case to open a support ticket.