Appointment Scheduling Software
Client Appointment Manager 7.0 is the fastest and easiest way to book and manage appointments.
Thank you for choosing to try Client Appointment Manager!
Click on the Download Now button to start downloading the free demo edition of the software. The file size is 24.2 MB, so it could take a couple of minutes to download.
Note: Demo is for Customer Appointment Manager, which is the same program as Client Appointment Manager, except "customers" are called "clients." When you purchase Client Appointment Manager, you can choose either a "Client," "Customer," or "Patient" label for screens and reports.
- If necessary, click on the Save As option and save to your desktop.
- When the download is complete, double click on the CLAMdemo.exe file on your desktop to install the demo software.
- You can expect a registration screen to appear the first time you use the demo. User registration is free. There’s no obligation to buy.
- If you have any questions, please call 1-800-874-8801.
The demo edition of our employee scheduling software is available for up to 15 uses.
Optimize the features in Client Appointment Manager
Download the Tips & Tricks Guide (.pdf, 395 KB) to learn how to use the Client Appointment Manager demo to its full potential.
Book appointments with ease
Our appointment scheduling software, Client Appointment Manager, offers many features to help you book and manage your appointments faster and more efficiently.
Use the Find Open Time function to see when a specific employee or any employee has an opening to meet the client needs.
If a client calls to reschedule an appointment, you can use the search function to quickly find the appointment and make the necessary changes. Client Appointment Manager will alert you if there is a conflict with a previously scheduled appointment.
You won’t forget to squeeze a client in an available opening with the waiting list. Each time you launch the waiting list you'll instantly see what appointment requests can be scheduled. All the information you need to confirm the appointment with the client is at your fingertips. With date and time ranges, you can accommodate more requests and book more business. The on-screen waiting list reminds you to take action on expired appointment requests or appointment requests due today or due tomorrow.
Schedule repeating appointments with ultimate flexibility. Use Client Appointment Manager's custom date selection calendar or apply scheduling patterns such as daily, weekly, or the first Monday of every month. Also, Client Appointment Manager will display details of appointments conflicting with the repeat appointment you are scheduling so you can take the appropriate action.
Enter your employees’ work schedules to make sure appointments are only scheduled on days they’ll be working. It’s easy to accommodate temporary or permanent changes to an employee’s work schedule, such as summer or holiday schedules.
Double bookings can waste time and frustrate client. Turn on the warning for double bookings and Client Appointment Manager will tell you when there is a conflict when you schedule or move an appointment. If your business double books appointments, simply turn the warning feature off.
Block off all employees' schedules for holidays and days your business is closed with this feature.
Ensure you book enough time for your client with service templates. Assign a duration and color scheme to each of your services and Client Appointment Manger will automatically adjust the appointment length and color scheme. If you book more than one service for an appointment, it will combine the durations for you.
Use the employee filter to display only those people you would like to see on the scheduling worksheet. You can select employees individually or by position.
Reduce the number of no-shows, cancellations or rescheduled appointments when you take advantage of Client Appointment Manager's e-mail reminders feature. Send an e-mail reminder to one client or to all clients with an upcoming appointment.
Stay connected to your clients via e-mail. Promote special offers, request feedback or send your monthly electronic newsletter via e-mail with ease! Client Appointment Manager can automatically populate your message with the e-mail addresses of all clients, clients who had an appointment within a specific date range, or clients who have not had an appointment within a specific date range.
Improve communication and efficiency when you e-mail appointment information to employees for access via any web browser. With just a few clicks, your employees can receive up-to-date appointment information when visiting a client site, at home or anywhere.
Client Appointment Manager makes communicating with clients effortless. The Create/Edit Letters and Publish Letters features let you create and send client correspondence in no time! Using Microsoft® Word you can create and customize your own letters populated by various fields from your Client Appointment Manager database. Invite clients to an open house, send out a special promotion, or request clients who have not scheduled an appointment for some time to come back – the possibilities are endless!
After using the Client Letters feature, you are ready to mail your latest promotion, invitation, or appointment reminder letters. Don't write those envelopes out by hand! Save time using the Mailing Labels feature. A few clicks and you'll have mailing labels all ready to go!
Client Appointment Manager has a variety of professional-looking reports to provide you the information you need about your business. Print or export your appointment calendar and reports in various formats, such as PDF, Word, Excel, or HTML.
Six preset appointment statuses and five custom statuses are available in Client Appointment Manager. Appointments default to the "scheduled" status but can be marked confirmed, canceled, no-show, completed, checked-in or create your own custom status. Unique icons in the upper right hand corner of the appointment let you know at-a-glance the appointment status. Canceled appointments will change the text and background color so you can keep client information but quickly see if you have an opening.
Keep your client information safe with unique user permissions. There are four different user settings that range from full read/write access to read-only access.
Seamlessly share client information between Client Appointment Manager and QuickBooks. When you add client information in Client Appointment Manager, it gets added to QuickBooks (and vice versa). Launch a QuickBooks invoice right from Client Appointment Manager to save time.1
Build a custom online appointment form for your business. The appointment form can include your company logo, banner, color scheme, and appointment days and times. Use your appointment form’s web address on business cards, advertisements and brochures, or link to the form from your web site. All online appointment requests appear instantly in Client Appointment Manager Pro. You can also access appointment requests from any Internet browser and send appointment requests to your e-mail address.
See how many appointments, or appointment hours, your employees are scheduled for each service. View this information for any employee or all employees to see if your services mix is changing over time. Also, see where your employees are spending most of their time.
See how many hours your employees are scheduled versus not scheduled. View this information for any employee, or all employees, to determine if employee productivity is increasing or decreasing over time.
See how many appointments have been scheduled for any time frame. View this information for any employee, or all employees, to see if your business is growing. You can also view the number of cancelled appointments or no-shows.
See how many new customers each of your employees, or all employees, have acquired for any time frame. Ideal for sales contests and measuring marketing efforts.
Customer photos are just a click away! Now you can quickly and easily verify customers upon check-in. Reduce your liability and make sure you’re providing the right service for the right customer.
With a click of your mouse, you can access reports, contracts, agreements, blueprints, surveys or any other client-related file or image. File types supported are .pdf, .doc, .docx, .xls, .xlsx, .rtf, .bmp, .jpg and .gif.
Who’s in your waiting room? When did they check in? How long have they been waiting and who are they here to see? Who’s late for their appointment? The new Check-In Assistant found only in Client Appointment Manager Pro instantly shows you and automatically updates in real time. Use this tool to check-in clients for their appointments and mark clients as completed when they’re no longer in your waiting room.
Easily track changes made to appointments by individual users. See who scheduled or deleted an appointment, made changes to appointment times, descriptions, services, and more. Only user’s granted administrator rights within Client Appointment Manager Pro can view this information.
Let your employees view their appointments online using a PC or Smartphone with Google Calendar, it's free! In seconds, you can send or update appointments for up to six weeks. Give your employees instant access to up-to-the minute appointment information anywhere, anytime!
1 U.S. edition of QuickBooks required to create invoices.
2 Requires current version of Client Appointment Manager Pro and Internet access to use Online Appointment Requests tool.
3 Feature only available in Client Appointment Manager Pro.
4 Requires Internet access and an active Google Calendar account. This feature is not compatible with Google Apps for Business.