Upgrade to NEW Version 7.0
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!
You asked for it. We delivered.
You won't be disappointed when you upgrade to Customer Appointment Manager 6.0. We listened to customer feedback and created features and enhancements that make booking and managing appointments even faster and easier. Check out the complete list of what's new in version 6.0 and upgrade today! It’s time to work smarter, not harder.
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NEW Custom Statuses
(Standard and Pro)
Create up to five custom statuses with icons that apply to your business. Add more detail to the schedule by adding custom statuses like “Left Message,” “Pending” or “Rescheduled.”
Watch the Video
MORE Custom Fields
(Standard and Pro)
We've added five more custom fields to both the appointment and customer forms. Track even more appointment and customer information with these additional fields.
NEW Appointments by Date Report
(Standard and Pro)
Print a daily list of appointments in chronological order. It's a great way to see who's coming in next, regardless of employee. See a list of upcoming appointments for several employees or across your entire business.
Watch the Video
NEW Monthly Calendar Report
(Standard and Pro)
Give your customers a monthly calendar showing their upcoming appointments. Help reduce no-shows by handing your customers an easy-to-read calendar so they don't miss another appointment.
Watch the Video
IMPROVED Employee Filter
(Standard and Pro)
You can now select individual employees you want displayed. For example, you may choose to show a specific group or only employees for a certain department or location. Create a custom view for every user.
Watch the Video
NEW User Setting
(Standard and Pro)
Do you have a front office person who only needs to schedule appointments? The new “Limited” user type allows you to create users who can only schedule or edit appointments and customers. Limited users can also access all reports.
MORE Time Intervals
(Standard and Pro)
If you schedule appointments in 5- or 20-minute increments, we've added two new appointment time intervals so you can schedule your customers even faster and easier.
Watch the Video
NEW Custom Label
(Standard and Pro)
If you don't schedule Customers, Patients or Clients, you can now create your own custom label (i.e. Students, Pets or Volunteers). Enter a new label and it is used in all windows and reports.
Watch the Video
IMPROVED QuickBooks Synchronization
(Standard and Pro)
Just click the Refresh button and instantly synch customer records that have been added or changed in Customer Appointment Manager or QuickBooks.
NEW File Attachments
(Pro Only)
You can now attach documents or images to customer records. With a click of your mouse, you can access reports, contracts, agreements, blueprints, surveys or any other customer-related file or image. File types supported are .pdf, .doc, .docx, .xls, .xlsx, .rtf, .bmp, .jpg and .gif.
Watch the Video
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