You won't be disappointed when you upgrade to Customer Appointment Manager 3.0. We listened to customer feedback and created features and enhancements that make booking and managing appointments even faster and
easier. We improved synchronization with QuickBooks®, updated the waiting list, added functionality for PDAs, created service templates and much more. Check out the complete list of what's new in version 3.0 and
upgrade today!
NEW E-mail Appointments to Employees (Works with PDAs)
Improve communication and efficiency when you e-mail appointment information to employees for access via any web browser or PDA. With just a few clicks, your employees can receive up-to-date
appointment information when visiting a customer site, at home or anywhere.
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IMPROVED QuickBooks Synchronization
Seamlessly share customer information between Customer Appointment Manager and QuickBooks. When you add customer information in
Customer Appointment Manager, it gets added to QuickBooks (and vice versa). Launch a QuickBooks invoice right from Customer Appointment
Manager to save time.
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IMPROVED Waiting list
You won't forget to squeeze a customer in an available opening with the improved waiting list. With just one click, Customer Appointment Manager 3.0 does all the work for you.
Each time you launch the waiting list you'll instantly see what appointment requests can be scheduled. All the information needed to confirm the appointment with the customer
is at your fingertips. With new 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.
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NEW Service Templates
Ensure you book enough time for your customers with service templates. Assign a duration and color scheme to each of your services and Customer Appointment Manger 3.0 will
automatically adjust the appointment length and color scheme to match the template. If you book more than one service for an appointment, version 3.0 will combine the durations for you.
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NEW Add Holidays/Days Closed
Block off all employees schedules for holidays and days your business is closed with this feature.
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NEW Conflicting Appointments Alert
Double bookings can waste time and frustrate customers. Turn on the warning for double bookings and Customer Appointment Manager 3.0 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.
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IMPROVED Print the Scheduling Worksheet
When you print a snapshot of the day view you can choose to print the screen or print one page per employee. Now you can share what you see on the appointment scheduling worksheet or just one employee's appointment details.
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NEW View Options
You can customize your view options in many ways. In version 3.0 you can add custom fields or display the time intervals on the scheduling worksheet, sort the customer window by any
field in the customer form, view 1 or 2 months of the on-screen calendar and more!
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NEW Appointment Status Types
Four appointment status types have been added to Customer Appointment Manager 3.0. New appointments default to the "scheduled" status but can be marked confirmed,
canceled or no-show. 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 customer information but quickly see you have an opening.
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Guaranteed to be compatible with Microsoft® Windows Vista operating system.
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NEW Employee Productivity Chart
[Pro Edition Only]
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.
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NEW Appointments Summary Chart
[Pro Edition Only]
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.
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NEW New Customers Chart
[Pro Edition Only]
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.
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NEW Store Customer Photos
[Pro Edition Only]
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.
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NEW Online Appointment Requests1
[Pro Edition Only]
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 Customer Appointment Manager Pro. You can also access appointment requests from any Internet browser and send appointment requests to your
e-mail address.
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