Bulk invites by SMS or email, IVR phone confirmation, and audit-ready workflows — for US teams that can't afford no-shows.

Event & appointment scheduling with SMS, IVR, and HIPAA-aware compliance.

Create events, invite participants by SMS or email, and confirm by link, phone, or automated IVR — without spreadsheets or manual follow-up. Built for US teams across healthcare, events, education, and enterprise.

Healthcare research & clinical opsEvents, conferences & trainingEducation & campus schedulingProfessional & enterprise services

Free trial · No credit card · Month-to-month · Cancel anytime

Start free trial — no credit cardRequest a demo

No setup fees. No credit card. Cancel anytime.

Built on trusted infrastructure

TwilioSMS & IVR deliverySOC 2 Type II certified
StripePayments & billingPCI DSS compliant
US-hostedData stays in the USAll 50 states served
MonitoredInfrastructure health trackedOperational status available

Why research teams choose SlotWise Pro

Built for participant scheduling that has to work every time

Replace spreadsheets, fragmented reminder tools, and manual follow-up with one platform built for cohort scheduling, multi-channel confirmation, consent tracking, and IRB-ready audit trails.

For every vertical

One scheduling platform — four industries

Healthcare research, clinical trials, conferences, education, and professional services all run on the same scheduling backbone. Create events, upload participant lists, and send unique booking links in bulk — all from one dashboard.

Multi-channel confirmation

Reach participants by SMS, email, or IVR phone

Send scheduling invites by SMS or email. Let participants confirm by link, SMS reply, or automated IVR phone call. Add the IVR Add-on (+$199/mo) to reach participants who prefer a voice call.

HIPAA-aligned controls

Audit trails, consent recording, and role-based access

Audit log stores opaque resource IDs — no PHI ever in logs. Record informed consent per participant. Right-to-delete removes all participant data across every collection. RBAC ensures your team only sees what they should.

How It Works

From study setup to confirmed visit — in 5 steps

Create your study event, upload participants, send booking links, let them self-schedule, and track every confirmation with full audit trail.

  1. Step 01

    Create your study event

    Define dates, locations, and time slots for your study visit window.

  2. Step 02

    Upload your participant list

    Import your cohort by CSV — name, email, or phone. No login required for participants.

  3. Step 03

    Send unique booking invites

    Each participant gets a unique link by SMS or email — no shared forms, no account needed.

  4. Step 04

    Participants self-book

    They pick a date, location, and slot from your defined availability. Booking is instant.

  5. Step 05

    Track confirmations and audit

    Your dashboard shows confirmed vs pending per participant. Export audit log for IRB or compliance review.

SMS + Email + IVRView full workflow

Operational Flow

From study event to confirmed visit

One platform for research participant scheduling, multi-channel confirmation, and IRB-ready audit trails. No stitching together spreadsheets, calendars, and reminder tools.

  1. Create availability

    Set up one or more dates and locations with event-scoped time slots for your participants.

  2. Send participant links

    Upload a CSV or add participants and send unique scheduling links by SMS or email.

  3. Confirm by link, SMS, or IVR

    Participants choose a slot and confirm. Add IVR phone flows for voice-based scheduling.

View full workflow

Who Uses SlotWise Pro

Built for healthcare research — and teams that demand the same rigor

Healthcare research is our primary focus. The same HIPAA-aware workflows, audit trails, and consent tracking serve any organization that takes participant scheduling seriously.

Healthcare research & clinical trials

Schedule study visits, screenings, and follow-up appointments for enrolled cohorts. Track confirmation by channel, record informed consent per participant, and export audit-ready data for IRB review.

Events and large-scale training

Handle attendee lists in the hundreds, send scheduling links in bulk, and keep session confirmations organized — without spreadsheets or manual follow-up.

Education and campus operations

Coordinate advising, orientation appointments, and faculty scheduling with clear date and slot selection and automated SMS reminders.

Professional and enterprise services

Run appointment-heavy client operations with SMS and email confirmations, team RBAC, month-to-month flexibility, and no long-term contract.

Explore all use cases

Trusted For Research-Grade Operations

HIPAA-aware participant scheduling, confirmation tracking, and audit trails for healthcare research coordinators, clinical teams, and IRB-accountable operations across all 50 US states. Month-to-month. No long-term contract.

HIPAA-aware by designAudit log — no PHI storedConsent recordingMonth-to-month
Start free trial — no credit card

Get Started Today

Replace manual participant scheduling with one reliable, HIPAA-aware workflow

Create your account, build your first study event, and send participant booking invites in minutes. Free trial — no credit card required.

Month-to-month plans. BAA available. Cancel anytime.

No setup feesNo credit cardCancel anytime
Start free trial