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CallDesk Appointment Scheduling
Appointment scheduling is a great addition to the CallDesk Receptionist service. CallDesk receptionists can record appointments directly into Appointment-Plus software. You can also have your clients make appointments directly on your own website.
Appointment-Plus is a Web-based appointment scheduling system that is added to your CallDesk Receptionist Service. All you need is an Internet connection to access your data from anywhere. You will be able to check appointments at the office, at home, or even by the pool.
Save Time - The CallDesk Receptionist gives you the same outstanding customer care but also schedules your appointments .
Stay Organized – CallDesk Receptionists books appointments directly into your Appointment-Plus software –All you have to do is log in to your Appointment-Plus account to view and organize your schedule. You can even export appointments to your Outlook calendar for easy reference.
Keep Informed – CallDesk Receptionists can view openings in your calendar and will confirm, cancel, or change appointments directly into your online Appointment-Plus account. Check your account at any time. Receive email notification when changes are made.
Save Money - Send email messages (confirmations, cancellations, and more) as a reminder to customers and as a money-saving service for you.
Improve Customer Service - Confirm appointments immediately to provide better customer service. Schedule or cancel appointments in advance – up to 2 years. CallDesk views your schedule to match your clients’ requests.
Features
Appointments
- Multiple appointments per time slot or one appointment per time slot
- View schedules for multiple staff members at the same time
- Make appointments for multiple pets/children at one time
- Link to MapQuest for customer address Add, change, or cancel appointments
- Recurring appointments
- View and update past appointments
- Daily or weekly view
- Colors on appointment grid change based on appointment status
- View customer-entered notes while viewing or editing appointments
- Enter customer or appointment notes while making or editing appointments
- Automatic appointment confirmation e-mail sent to customer
- Automatic appointment notification e-mail sent to staff member
- Automatic appointment reminder e-mail sent to customer
- Automatic inactive customer e-mails Export to Outlook calendar
- View and cancel blocked out times
- Print individual appointments in a printer-friendly format
- Add customer while making an appointment for them
- Enter and track the cost of the service
- Enter coupon codes
- View attendee lists for events
- User-defined reports for appointments
- Output appointment information to Excel
- View appointment reports for current and past appointments
- Keeps appointment history for each client
- View and edit customer, staff member, and pet profile information from appointment page
- Create custom appointment statuses
Customers
- Search for customers by last name, e-mail address, city, or phone numbers
- Keep birthdays for customers
- Keep payment information for customers
- Add, change, or delete customers
- Output customer information to Excel
- User-defined reports for customers
- Upload customer information from other databases
- Assign customers to staff members
- Send plain text or HTML e-mails to customers
- Cycle through customer filters in a telemarketing format
- Secure data transmission
- View customer history
- Create custom customer statuses
- Set up and track how customers heard about you
- Create and track different customer types
- Maintain pictures of pets/children
Staff Members
- Set up limited access staff members in the system, only allowing them to view their information
- Staff member profiles
- Individual work schedules
- Individual days off
- Individual blocked times for doctor's appointments, etc.
- Assign services to staff members/restrict services from staff members
Services
- Assign durations to services
- Set up buffer times for services
- Set up one-time events Assign costs to services
- Disallow customers from seeing a service
- Create add-on services with or without an added duration
Locations
- Set up multiple locations
- Allow locations to use the same values as the main location or use their own
- Each location has its own open hours and staff members Site Setup
- Add custom text to the site
- Customize site colors and text
- Add custom pictures and logo
- Use as a stand-alone site or as a link off an existing site
- Choose from different layout styles
- Use your own terms for key words in the system, such as using “client” instead of “customer”
- Add an unlimited number of pages to your site
- Customize all automatic e-mails sent by the system Set up multiple locations
POS
- Create products and inventory
- Enter product categories
- Decrements inventory when purchases are made
- Override default price of products
- Accept payment
- Enter coupon codes
- Accept payment for open invoices
- Print receipt Daily transaction reports
- Transaction editing Front
- End Customer registration
- Allow customers to make appointments immediately after registering or require approval
- Customers can select a specific staff member or no preference
- Won't show other scheduled appointments to customer
- Displays a link to staff and service profiles
- Customers can edit their contact information and change their password
- Customers can add, change and delete pets/children
- Make appointments for multiple pets/children at one time
- Printable appointment confirmation in a printer-friendly format Automatic e-mail confirmation
- Customers can cancel appointments
- Cancellation confirmation e-mail sent to customer
- Cancellation notification e-mail sent to staff member
- Secure log in
- Control how far in advance customers can make appointments
Your business deserves a service that helps you connect with your customers and prospects. CallDesk Receptionists will help you satisfy your customer service needs in answering service, contact center, call center, customer service, virtual receptionist, order taking, pre-screening, virtual office, and emergency support
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Scheduling SIGN UP TODAY. FREE sign up. $39.00 monthly charge. |
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