Appointment Scheduling Software
Customer Appointment Manager 7.0 is the fastest and easiest way to book and manage appointments.
Thank you for choosing to try Customer 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.
- If necessary, click on the Save As option and save to your desktop.
- When the download is complete, double click on the CAMdemo.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 Customer Appointment Manager
Download the Tips & Tricks Guide (.pdf, 395 KB) to learn how to use the Customer Appointment Manager demo to its full potential.
Setting Up Your Appointment Calendar
After purchasing your new PC-based appointment scheduling software, it’s time to set up the calendar, so it’s specific to you and your company. It just takes a couple of minutes to customize it.
- Appointment Scheduling
- personnel records
- Employee Scheduling
- how to schedule
- customer review
- write a business plan
- Business Planning
- Human Resources
From the Tools menu in Customer Appointment Manager, click on Company Options. There are three sections in the Company Options window to update:
- General Company Information
- Holidays/Days Closed
Set Up Your General Company Information:
In the General tab, you can choose the time intervals you would like to display in your appointment calendar. Select to display appointment information every 5, 10, 15, 20, 30, or 60-minute time intervals. This is also where you can choose which day of the week the calendar should begin.
Many service-based businesses refer to their patrons as customers. However, accountants and tax preparers, consultants, lawyers, and tutors often will refer to their customers as “clients.” And, many clinics, including chiropractic, dental, and veterinary clinics refer to their customers as “patients.” In our appointment scheduling software, you can change the label preference to clients and patients to customize it to your type of business.
The General tab is also the area where you set up your schedulers with a user ID and password, as well as assign a type of security for the account.
Set Up Your Backup Reminder:
Many businesses will save their database on the server, and their server (along with all the files on it) is backed up regularly. If you save the database file on your individual computer, it’s important to periodically back it up manually. A Backup reminder will help you remember to manually back up the database. Mark the check box in the Backup tab to set up the reminder alerts.
Set Up Your Holiday Schedule:
There will likely be some holidays when your business will be closed even if your business is open seven days a week. Mark the check boxes in the Holidays/Days Closed tab for the days your office will be closed.
Now it’s ready to start booking appointments! Those three easy and quick steps are all that is needed to set up your appointment calendar.