Appointment Management Software

Appointments Software

Download Contact Management Software     Reached the Final for a CRM Award in the Software Satisfaction Awards 2011 Reached the Final for a CRM Award in the Software Satisfaction Awards 2012

Appointments Management

The Appointments View shows all the Appointments for a 6 week period so you can easily see which dates are free for making new appointments.

You can choose to show Appointments for all people or just those Appointments assigned to a selected person such as all Appointments assigned to a specific Consultant.

Appointment Management Software

Each appointment is on a separate line and you can double-click an Appointment to easily navigate to the relevant client record. Scroll bars are shown where appropriate so you can easily see all the Appointments for a given day and get to the full details for each Appointment.

Creating an Appointment

When creating a new appointment you can easily see all the existing appointments and select a date as the start date for the new appointment.

You can assign an appointment to one or more specific people in your organization such as the relevant consultant or you can leave the default where all people will see it.

Assign Appointment to User

The appointments functionality can also be used to book Rooms or Boats or other items that are booked by the hour or by the day - see Room Booking Software

Recurring Appointments

You can create Recurring Appointments that recur every day, week, month, year, 2 weeks etc. For example you can create Appointments for Recurring Visits every 12 months rather than having to create each Appointment manually.

Appointment Reminders

With one click you can create an Appointment Reminder Letter to print with an Envelope or Address Label. Or you can create an Appointment Reminder Email to send straight to the client. Or you can create an Appointment Reminder SMS Message at the click of a button.

Appointment Reminder Email

Reminders

You can also set Reminders including Recurring Reminders. For example you could create a Reminder to call a client every 12 months agree an appointment date rather than automatically creating an Appointment.

More Information

We have some short Videos about Amphis Customer and also a Quick Guide with more details and screenshots. We have Prices, Customer testimonials and Case Studies or why not Download our Free 60 Day Trial and try it for yourself ?

Download CRM Software Free 60 Day Trial
Download CRM Software Free 60 Day Trial

Bookmark and Share