You Asked For It. We Delivered.
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!
You Asked For
"Employees to easily receive appointment information via e-mail"
"Tighter integration with QuickBooks®"
"The waiting list to tell you if an opening has become available"
"Automatic adjustment of the appointment duration based on the service selected"
"A way to quickly schedule holidays or days the office is closed"
"More recurring appointment options"
"A warning when appointments are double-booked"
"The ability to filter the employees on the scheduling worksheet"
"Daily calendars for each employee that are easy to print"
"More business insight into the services you provide and the productivity of your employees"
"Additional information, such as custom fields, to display on the scheduling worksheet"
"Unique usernames and passwords to log into Customer Appointment Manager"
"A way to track confirmed or canceled appointments"
You Asked For: "Employees to easily receive appointment information via e-mail"
Introducing: 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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You Asked For: "Tighter integration with QuickBooks®"
Introducing: 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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You Asked For: "The waiting list to tell you if an opening has become available"
Introducing: 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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You Asked For: "Automatic adjustment of the appointment duration based on the service selected"
Introducing: 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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You Asked For: "A way to quickly schedule holidays or days the office is closed"
Introducing: 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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You Asked For: "More recurring appointment options"
Introducing: IMPROVED Options for Recurring Appointments
Schedule repeating appointments with ultimate flexibility. Use Customer Appointment Manager's custom date selection calendar or apply scheduling patterns such as daily, weekly, or the first Monday of every month. Also, version 3.0 will display details of appointments conflicting with the repeat appointment you are scheduling so you can take the appropriate action.
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You Asked For: "A warning when appointments are double-booked"
Introducing: 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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You Asked For: The ability to filter the employees on the scheduling worksheet"
Introducing: NEW On-screen Filter
Use the on-screen filter to display specified employees on the scheduling worksheet. Based on the employee position, the on-screen filter can help you quickly see the sales department's schedules or narrow the list to only the employees you are responsible for scheduling.
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You Asked For: "Daily calendars for each employee that are easy to print"
Introducing: 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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You Asked For: "More business insight into the services you provide and the productivity of your employees"
Introducing: NEW Services and Employee Productivity Reports
Do you know the average appointment length for services you provide the most? Is your employee productivity at an acceptable rate? Find out the answers to these questions and more with the services summary report and the employee productivity report.
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You Asked For: "Additional information, such as custom fields, to display on the scheduling worksheet"
Introducing: 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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You Asked For: "Unique usernames and passwords to log into Customer Appointment Manager"
Introducing: IMPROVED Security
Keep your customer information safe with unique logins. Users can create their own username and password and administrators can grant read-only or read-write access for each user. Each unique user's preferences, such as background color and view options, will be saved to his/her profile.
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You Asked For: "A way to track confirmed or canceled appointments"
Introducing: NEW Appointment Statuses
Four appointment statuses have been added to Customer Appointment Manager 3.0. 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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