Appointments Booking Software

CRM Booking System

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Appointments Booking Software

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.

Although designed to be able to assign Job Appointments to Engineers, some clients use the functionality to book Rooms or Boats or other items than can be booked on an hourly or daily basis.

This just requires storing the items that can be booked as "People" from the People->Maintain People menu. For example to be able to book Rooms 1 - 4, just create Rooms 1 - 4 by clicking Create Person for each Room. You can enter a Person Type as Room rather than selecting one of the options in the drop-down menu.

Room Booking Software

If you enter the room number in the "Last Name" field, you can store all the Room details like this.

Appointment Booking Software

For each customer you can create a customer record and then on the Customer History tab select Appointment and click Create History Entry.

Create Customer Appointment

If you set the subject as the room name like this...

Create Room Booking

and select the Room like this...

Rooms Booking Software

then on the Appointments screen, you can view all Appointments like this...

Rooms Booking Appointment Software

or just appointments for a particular room like this...

Software Room Booking

Each appointment is on a separate line and you can double-click an Appointment to navigate easily to the customer 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.

If you also want to create an Invoice or Receipt when booking an Appointment there is a quick way to do this on the Customer->Find/Create Customer menu (or just click F7).

Point of Sale Software

You can set preferences for whether to display or print invoices and receipts from Options->Preferences on the Find/Create tab.

Creating an Appointment

When creating an appointment you can easily see the existing appointments and click a date to select it as the start date for the new appointment.

Recurring Appointments

You can create Recurring Appointments that recur every day, week, month, year, 2 weeks etc.

Appointment Reminders

You can create Appointment Reminder Letters at the click of a button to print with an Envelope or Address Label. Or you can create a Appointment Reminder Email to send straight to the customer. Or you can create Appointment Reminder SMS Messages at the click of a button.

Today View

On the Today View you can see Appointments for Today (or any date you specify). The Today View is customizable so you can display just those Reminders that are relevant to your business.

The Appointments and Tasks can be shown just for Today (or the specified day), or they can be shown for the whole week.

More Information

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