Click. Schedule. Done.

“We use Appointment-Plus to handle our teachers’ very busy schedules. The web-based software is easy to use from anywhere in the world.”

Beth Rohde
Coast Music Conservatory

Full Features List for Appointment-Plus Scheduling Software


APPOINTMENTS

Staff Scheduling

  • Add, change or cancel appointments
  • Set one or multiple appointments per time slot
  • Simultaneously view schedules for multiple staff members
  • Set recurring appointments
  • View and update past appointments
  • View appointments in daily or weekly view
  • Color-coded grid to determine appointment status
  • Customize appointment durations as needed (5 minutes, 10 minutes, 15 minutes, 30 minutes, 45 minutes, one hour, etc)

Customer Self-Scheduling

  • Allow customers to schedule and cancel their own appointments.
  • Permit customers to immediately book after registering or require approval first.
  • Determine how far in advance customers can make and cancel appointments.
  • Customer Functionality:
    - Secure login
    - Select a specific staff member for the appointment or “no preference.”
    - Cannot view other scheduled appointments
    - Displays a link to staff profiles and services
    - Edit contact info; change password; add, change, delete pets/children
    - Simultaneously book appointments for multiple pets/children
    - Add self to waiting list (if no time slots available when booking)
    - Allows customer to select specific staff member and service
    - Offer secure online payment options for services - Set online payment as a requirement for booking an appointment
  • Color-coded grid to determine appointment status.
  • Printer-friendly appointment confirmation.

Automatic E-mails

  • Confirmation e-mails sent to client/patient/student and notification e-mails sent to staff member for the following transactions:
    - Setting appointment
    - Changing appointment
    - Appointment reminder
    - Appointment cancellation
    - Purchases
    - Waiting list
    - Inactive
  • E-mail “action links” that enable customers to confirm, reschedule or cancel appointments right from customer e-mails.

CUSTOMER MANAGEMENT

  • Add, update or delete customers
  • Maintain payment information
  • View appointment and purchase history
  • Customer functionality:
    - Search by last name, e-mail, city or phone number
    - Assign to specific staff members
    - Create and track different customer types
    - Create custom statuses
    - Track how customers heard about your organization
    - Customer notes
  • View notes while managing appointments
  • Enter notes while managing appointments
  • Uploads and exports.
    - Export information to Excel.
    - Upload information from databases.

SERVICE SUPPORT

  • Industry-leading customer support
  • Phone and e-mail support
  • Three support tiers
    - Premium Support (phone and email; 24/7/365)
    - Extended Support (phone and email; 9am – 4pm PST M-F)
    - Basic Support (email only 9am – 4pm PST M-F)

STAFF MANAGEMENT

  • Create staff member profiles
  • Assign individual staff logins
  • Determine staff accessibility (view only their information)
  • Set and restrict staff services
  • Schedules
    - Maintain individual schedules
    - Schedule overrides
    - Set days off and block unavailable times
  • Export set appointments into Outlook, Outlook Express, Google and Apple iCal calendars

MULTIPLE LOCATION FUNCTIONALITY

  • Set up main location values or create new ones
  • Assign individual hours of operation and staff members
  • Staff-sharing between locations
  • Set up custom confirmation e-mails for each location

ROOM-SHARING FUNCTIONALITY

  • Assign staff to specific rooms
  • Determine services and schedules of each room

ANALYSIS AND REPORTING

  • Run and save reports by date range, staff member, client, service and other fields
  • Export files to Excel or view as HTML
  • Pre-set reports include statistical, sales and loyalty

POINT-OF-SALE (POS)

  • Services and registration
  • Secure online payments, including payment for open invoices. (Low-interest rate credit-card processing through Merchant Warehouse.)
  • Gift certificates.
  • Service packages (tracked)
  • Products
  • Coupon codes
  • Daily transaction reports
  • Transaction editing
  • Print receipts

E-MAIL MARKETING

  • Access to customer e-mail addresses for marketing campaigns
  • Send e-mail messages through system or export into an external document
  • Integration of customer information into iContact e-marketing software (subscription required)
  • Repeat Customer Reminders

CUSTOMIZED SITE SET-UP

  • Customize site with text, colors, photos and logos
  • Choose from numerous layout styles
  • Unlimited site pages
  • Create unique pages for multiple locations (if applicable)
  • Optional page functions
    - Time Clock
    - Repeat Customer Reminders

INVENTORY

  • Real-time tracking of inventory
  • Override default price of products