Cloud-Hosted Client Scheduling and Management Software
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
DESCRIPTION
A Colorado-based organization is seeking a vendor to deliver a cloud-hosted client scheduling and management software solution. The software must offer a robust interface for creating and modifying team schedules by authorized managers, as well as flexible viewing options of daily, weekly, and monthly schedules. The system should prevent double-bookings by verifying availability prior to appointment confirmation and provide a complete audit trail by capturing and timestamping all user actions.
Key requirements include customizable data fields, automated appointment confirmations and reminders sent via both text and email, and the ability for staff to create and save messaging templates for various team and appointment types. The solution must support secure integrations, including user-level authorization for connecting individual Google Calendar accounts to enable synchronization of scheduling information. Additionally, the system should enable staff to log in through Single Sign-On or via SAML authentication compatible with Okta, and support granular, role-based access controls for different staff groups such as managers, specialists, and intake teams.
Vendors interested in this opportunity should ensure their software meets the specified security, customization, and integration criteria, and are advised that all questions regarding the project must be submitted by December 17, 2025.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.