The best kept secrets in your Appointment Book
Posted on 31st March 2016 by Fleur Murphy
Did you know, there are a few hidden gems tucked away in your appointment book that might have been hiding from you all this time?
You might think your appointment book is only good for creating and changing appointments – but think again. There are a whole heap of powerful features just waiting to be revealed.
Here are our top five appointment book features you might not know about.
1. Week view
Did you know, you can quickly and easily change the way you view your appointment book, so you can see a particular team member’s availability for the entire week at a glance? Week view is perfect if you get a call from a client who wants to book in with one particular employee. At the click of a button, you can see that employee’s availability for the entire week.
2. Time allocation
Do you take lots of walk-in clients as well as appointments? Ever struggle to strike the balance between letting your regular clients book ahead, and catering for people passing by who want to come in for a service straight away? This hidden gem is perfect for you! The time allocation feature lets you reserve a portion of your appointment book for walk-ins, ensuring you’ll never have to turn a client away again.
3. Availability icons
Forget endless scrolling left and right, up and down to see how busy your day will be. Switch on this new appointment book feature and instantly see a visual “heat map” of your availability. This enables you to see at a glance when the peaks and lulls will be during the coming day, and which team members are more booked out than others. This helps you effectively manage your team’s time and speeds up the booking process.
4. Wait list
Stop wasting so much effort and paper managing your waitlist manually. This time-saving feature lets you enter a client’s name against the time slots that suit them. You can specify which services they want, as well as their preferred employees. If an appointment gets cancelled at a time that suits a client on your waitlist, a reminder will pop up to let you know. The result? One happy client, and an appointment book that stays full.
5. Recur appointment
Give your regular clients the VIP treatment they deserve by recurring their favourite appointments at a time that suits them. For example, if you have a client who visits you every month on a Saturday morning for a massage, you can easily ensure this appointment is repeated for them year-long without having to manually enter every single appointment or worrying about double-booking. If the recurring appointment does happen to conflict with another that has already been booked, you will be prompted to choose an earlier or later time.