Appointment Scheduling Handbook

CRM Specific features in a Booking App

The primary feature of any appointment scheduling software is to allow prospects to make bookings and ensure frictionless business operations. Integrated CRM in appointment scheduling apps has made online tracking and lead generation easier. Keeping a record of bookings and automated reminders are some of the key features to look for in booking software. Listed below are some of the most vital functions of these applications to check out while selecting a one.

CRM features in an appointment scheduling app

Appointment Slots

One of the most important of all the desirable features in an appointment scheduling software is being able to create time slots as desired. Embed this link on your website or share through integrated messaging portals for prospects to see availability and book appointments.

Automated confirmation and reminders

While online booking, there is always a fear of being stood up by customers merely due to no reminding options. A robust scheduling app takes care of this automatically and sends both confirmation and reminder emails or text messages to ensure mitigating the risks of no-show.

Integrated Video Calling

When a client books an appointment through the scheduling application, it should be able to allow the client or the proprietor to choose the place of the meeting. The options must have online meeting options such as Zoom or GoToMeeting or any other preference as per choice.

Automatic time-zone conversions

When dealing with international clients, it is vital to have an automatic time conversion feature. Time conversions should allow the user to book time slots that are in sync with both sides.

Payment Portals

Integrated payment portals such as Paypal and Stripe allow the proprietor to collect their payments before or after booking an appointment through the application. It shall smoothen transaction processes and thus save time from paperwork.

Customized Booking Form

Customizations are a salient feature to consider while choosing a booking app. A fixed form template shall caps on several aspects of business interactions that a customized one iron out.

CRM integration

Customer Relation Management is pivotal to an efficient Scheduling application. Integration with google analytics, and several management tools such as Calendly, ramps up the CRM functionality of the application.

Branding or White labeling

Branding your calendar or URL containing the scheduling software is vital for creating an impression on your customers. A comprehensive Scheduling software should not limit the possibilities of customizing and should scale opportunities with whitelabelling.

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