Our appointment scheduling software, Client Appointment Manager, offers many features to help you book and manage your appointments faster and more efficiently.
Find Open Time
Use the Find Open Time function to see when a specific employee or any employee has an opening to meet the client needs.
Search
If a client calls to reschedule an appointment, you can use the search function to quickly find the appointment and make the necessary changes. Client Appointment Manager will alert you if there is a conflict with a previously scheduled appointment.
Waiting List
You won’t forget to squeeze a client in an available opening with the improved waiting list. Each time you launch the waiting list you’ll instantly see what appointment requests can be scheduled. All the information you need to confirm the appointment with the client 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.
E-mail Appointment Reminders
Reduce the number of no-shows, cancellations or rescheduled appointments when you take advantage of Client Appointment Manager’s e-mail reminders feature. Send an e-mail reminder to one client or to all clients with an upcoming appointment.
E-mail Messages
Stay connected to your clients via e-mail. Promote special offers, request feedback or send your monthly electronic newsletter via email with ease! Client Appointment Manager can automatically populate your message with the e-mail addresses of all clients, clients who had an appointment within a specific date range, or clients who have not had an appointment within a specific date range.
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 client site, at home or anywhere.
Client Letters
Client Appointment Manager makes communicating with clients effortless. The Create/Edit Letters and Publish Letters features let you create and send client correspondence in no time! Using Microsoft® Word you can create and customize your own letters populated by various fields from your Client Appointment Manager database. Invite clients to an open house, send out a special promotion, or request clients who have not scheduled an appointment for some time to come back – the possibilities are endless!
Mailing Labels
After using the Client Letters feature, you are ready to mail your latest promotion, invitation, or appointment reminder letters. Don’t write those envelopes out by hand! Save time using the Mailing Labels feature. A few clicks and you’ll have mailing labels all ready to go!
Reports
Client Appointment Manager has a variety of professional-looking reports to provide you the information you need about your business. Print or export your appointment calendar and reports in various formats, such as PDF, Word, Excel, or HTML.
Appointment Statuses
Four appointment statuses are available in Client 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 client information but quickly see you have an opening.
Security
Keep your client 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.
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.
Conflicting Appointments Alert
Double bookings can waste time and frustrate clients. Turn on the warning for double bookings and Client 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.
Recurring Appointments Options
Schedule repeating appointments with ultimate flexibility. Use Client Appointment Manager’s custom date selection calendar or apply scheduling patterns such as daily, weekly, or the first Monday of every month. Also, Client Appointment Manager will display details of appointments conflicting with the repeat appointment you are scheduling so you can take the appropriate action.
Holidays/Days Closed
Block off all employees’ schedules for holidays and days your business is closed with this feature.
Service Templates
Ensure you book enough time for your clients with service templates. Assign a duration and color scheme to each of your services and Client Appointment Manger 3.0 will automatically adjust the appointment length and color scheme. If you book more than one service for an appointment, version 3.0 will combine the durations for you.
Are you a QuickBooks® user? Save time with improved QuickBooks Synchronization
Seamlessly share client information between Client Appointment Manager and QuickBooks. When you add client information in Client Appointment Manager, it gets added to QuickBooks (and vice versa). Launch a QuickBooks invoice right from Client Appointment Manager to save time.
