Appointment Scheduling Software
End of Service Notice (4/1/2022): It has been our pleasure to provide our customers with quality PC software for over 30 years. As of 4/1/2022, all installable PC-based products and tools will no longer be available for sale. To help you transition to other solutions, we will continue to support these products through 3/31/2023. You can continue to use our products after 3/31/2023. Thank you for your business!
Affordable appointment software
With two appointment software systems to choose from, you are sure to find the one that’s best for you and your company. Compare Client Appointment Manager and Client Appointment Manager Pro to find the right edition for you.
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Standard
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Pro
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Schedule your clients in seconds |
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See who's available and when, plus find open times quickly |
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Manage multiple schedules and share appointment information |
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E-mail appointment reminders and create customer letters |
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Fill cancellations and no-shows from waiting list |
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Monitor employee and business performance |
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Attach files and photos to customer records |
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Take appointment requests online |
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View appointments online with Google Calendar |
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See who's in your waiting room and manage wait times |
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Audit trail to track appointment changes by user |
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Online appointment scheduling helps grow your business
Want to take your business to the next level? Get the online appointment scheduling and business management tools offered only in Client Appointment Manager® Pro. It includes all of the features and benefits of Client Appointment Manager, plus it allows your clients to request appointments online1, even when your business is closed, provides valuable insight into your employees’ and business’s performance, and lets you store client photos. You can even let your employees view their appointments online, manage your waiting room, and see which employees made changes.
We are so confident our professional appointment scheduling software will work for you that we back it with a 90-day, unconditional, money-back guarantee. So go ahead and order Client Appointment Manager Pro today!
Everything you need on one screen
Daily View
Client Appointment Manager Pro shows you everything you need to manage your client appointments on one, easy-to-read screen.
Weekly View
Choose from daily, weekly or monthly views. Your waiting list and online appointment requests are just a click away!
Monthly View
Get the "big picture" and see all appointment details for an employee for the entire month. You can also view appointment summary information for all employees. Click any day to view appointment details.
Gain insight into employee and business performance
Which services do your employees perform most often? Are your employees increasing their appointment workload? How many new clients has each of your employees acquired? With Client Appointment Manager Pro, you’ll have the answers in seconds.
Services Summary Chart
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.
Employee Productivity Chart
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.
Appointments Summary Chart
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 canceled appointments or no-shows.
New Clients Chart
See how many new clients each of your employees, or all employees, have acquired for any time frame. Ideal for sales contests and measuring marketing efforts.
Attach files to client records
Attach Documents
Do you need quick access to client documents? With a click of your mouse, you can access reports, contracts, agreements, blueprints, surveys or any other client files or images. File types supported are .pdf, .doc, .docx, .xls, .xlsx, .rtf, .bmp, .jpg and .gif.
Store Client Photos
Client photos are just a click away with Client Appointment Manager Pro. Now you can quickly and easily verify clients upon check-in. Reduce your liability and make sure you're providing the right service for the right client.
Take appointment requests online
Want to take appointment requests online? With Client Appointment Manager Pro, you can quickly build a custom online appointment form for your business and start receiving appointment requests via the Internet. 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 your Client Appointment Manager Pro online inbox. New clients can be imported into Client Appointment Manager Pro for fast and easy appointment booking. You can also access appointment requests from any Internet browser and forward appointment requests to your e-mail address.
View Sample Appointment Request
Build your own custom web form to start taking appointment requests online.
View Sample Inbox
View the client’s name, date and time the appointment request was submitted, status of appointment, and the date and time the client would like to schedule the appointment.
View appointments online from any PC or Smartphone
With Client Appointment Manager Pro, your employees can access their appointment information from anywhere, anytime with Google Calendar. With the click of a button, you can send up to six weeks of appointments to any Google email address, which is free. Your staff will be able to access their appointment calendar from any PC with Internet access or any Smartphone.
Send Appointments to Google Calendar
Give your employees access to their appointments from anywhere with Google Calendar.
Manage your waiting room better
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 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.
Check-In Assistant
See the appointment time, check-in time and how long each client has been waiting.
See who made appointment changes
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 users granted administrator rights within Client Appointment Manager Pro can view this information.
Audit Trail
The Audit Trail shows when changes were made and by whom.
MS SQL Server version available
The SQL Server version of Client Appointment Manager Pro provides you with a trusted, productive, and intelligent data platform should your business require a more robust enterprise database. If your business has many users, locations, or clients, Client Appointment Manager Pro (SQL) is the right solution to meet your growing appointment scheduling needs.
Client Appointment Manager SQL Edition requires one of the following:
- Microsoft SQL Server 2000 or higher
- Microsoft SQL Server 2005 Express
- Microsoft SQL Server Desktop Engine
System Requirements
- Windows operating system: 2000/NT/XP/Vista/Windows 7/Windows 8/Windows 10. NT is supported only when acting as a server in multi-user, client/server environments.
- CD-ROM drive (if ordering a CD) and a hard disk, with at least 40 MB of free disk space for program files, plus additional disk space for data files.
- Internet access for accessing online appointment requests.
- Importing from QuickBooks requires QuickBooks Pro, Premier or Enterprise 2003 or later editions