Cloud-Hosted Client Scheduling and Management Software

Location:

Colorado, USA

Posted on:

Dec 2, 2025

Deadline:

Jan 9, 2026

Summary:

Seeking a cloud-hosted software solution for client scheduling and management with robust features and secure integration in Colorado.

(1) Vendor needs to provide cloud–hosted client scheduling and management software. • Ability to provide a robust scheduling interface that allows for the creation and modification of team schedules by authorized managers. • Ability to allow users to view the schedule in various formats, including daily, weekly, and monthly views, with the ability to toggle between them. • Ability to prevent double–bookings by verifying availability before an appointment is confirmed. • Ability to capture and timestamp all user actions for a clear audit trail. • Ability for the system's functionality to customize fields and make certain data elements required. • Ability to send automated appointment confirmations and reminders to clients via both text messages and email. • Ability to allow staff to create and save custom text and email templates for different teams and appointment types. • The System must facilitate a secure, user–level authorization flow to allow individual users to connect their private Google Calendar account for the purpose of synchronizing availability and scheduling information • The ability for staff to log in using our Single Sign–On product or support a SAML authentication method that Okta can utilize • Ability to support granular user access levels based on roles (e.g., Manager, Specialist, AI Intake Team). (2) All the questions must be submitted no later than Dec 17, 2025.

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The AI Proposal Manager for winning RFPs.

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Made with ❤️ in SF.

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The AI Proposal Manager for winning RFPs.

© 2025 Settle Solutions, Inc. All rights reserved.

Made with ❤️ in SF.

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