Scheduling Software Highlighted Features
Here are some of the highlighted features of our appointment software and scheduling software systems. Appointment-Plus is functionally rich and has too many features to list, so if you don't see a feature you need for your business, be sure to ask us if it's available.

Automatic e-mails The scheduling software system sends out automatic e-mails to both customers and the organization when certain events occur: - When a customer makes an appointment - When a customer cancels an appointment - When an appointment is changed for a customer - When a customer registers - When a customer purchases a gift certificate - A specified number of days prior to an appointment (sent to the customer) - When a customer places themselves on the waiting list You can create custom text for these e-mails and control whether or not the scheduling software system sends them.	click to view
Flexible reporting Appointment-Plus appointment software provides numerous reports. You can run reports for a date range, a specific staff member, a specific customer, a specific service and more. With Appointment-Plus appointment software you can export appointments to Excel or just run them as a standard HTML report. You can also save reports. If you need to print a list of all of your customers and their data, you can do it any time. Statistical, sales, loyalty, and many other reports are included.	click to view
Control how far in advance customers can schedule and cancel With Appointment-Plus Scheduling Software you can control how far in advance you would like your customers to be able to book appointments (up to 2 years in advance). Also with Appointment-Plus Scheduling Software you can set how close to the appointment time they are allowed to cancel their appointments.	click to view
Recurring appointments With Appointment-Plus Appointment Software you can set standing appointments for your regular customers. Once you create a recurring appointment for a customer, you can handle each appointment separately. So, if a customer needs to cancel or change one of their appointments, they can do so.	click to view
Packages If your business sells packages to customers, such as a package of 15 sessions, Appointment-Plus scheduling software lets both internal staff and your customers know the number of sessions they have left. The types of packages that can be set up are number of sessions, dollar amount, or flat monthly fee.	click to view
Outlook export When an appointment is made in the scheduling software system, the staff member setting the appointment can export the appointment to their Outlook calendar. The staff member associated with the appointment will also receive an e-mail with a Outlook calendar attachment. They can then easily click on it and add it to their calendar. Also with this scheduling software, your customers can export their appointments to Outlook. They will receive the calendar attachment, as well, in their appointment confirmation e-mail. They may also log in at any time to see their current appointments, print them, or export them to their Outlook calendar.
Single appointment or multiple appointments per time slot Most companies use a one appointment per time slot format when using Appointment-Plus appointment software. But, for some organizations, a multiple appointments per time slot arrangement is a better fit. An example would be a chiropractor who sees 6 patients between 8am and 9am. All of the patients can show up at 8am because the chiropractor can work with more than one patient at a time. Another example would be a tour company that sets up tours of 25 people at a time. If the tour started at 10am, the tour company would need the system to allow for 25 appointments at 10am. If you are unsure which is a better fit for your company, switching back and forth is simple and no data is lost.	click to view
POS (Point of Sale) module The Point of Sale module allows you to enter sales transactions into the system. You can then run sales reports to track your sales (for the day, the week, or any time period you like). You can add both services and products (and tips) to a sales transaction. If you want to accept credit card payments directly through your POS system, there are various options. Of course, if you already have a credit card terminal, you can manually run the credit card and then just finalize the POS transaction once you obtain the authorization from your terminal. But, if you would prefer to process the credit card through the POS system, you can use PayPal (which is not recommended), or you can set up your own on-line merchant account through us. For more details on these options, please e-mail us at info@appointment-plus.com.	click to view
Allow customers to pay for appointments securely If your business requires that customers pay for their appointments upon setting the appointment, Appointment-Plus appointment software provides this functionality. Similar to the POS system, there a couple options for accepting payment. In addition to the options listed above, an alternative is the "prompt but don't process" option. With this option, the customer is prompted to enter their credit card information, but it's not processed. The card number is validated and written to the customer's profile. An example of when this would be used is for a company that requires a credit card number be provided to "hold" an appointment. Many companies do this to help lower the number of no shows.	click to view
Room (resource) sharing If your business has more staff than rooms (or other resources, such as equipment), Appointment-Plus scheduling software can allow for sharing. When this is enabled, the system will make sure both the resource and the staff member are available when an appointment is being booked.	click to view
User access types There are predefined user access types in the scheduling software system. One of the types is a user that can only see their appointments when they log in. Another is a user whose primary purpose is to make, change, and cancel appointments. They have limited access to other parts of the scheduling software system. This would be a receptionist or answering service person. Another type is the headquarters administrator. This user has access to everything in the scheduling software system. If you have multiple locations, another access type would be for the manager of a location. They would be able to perform all scheduling software system functions for their location, such as adding a staff member, adding services, and making appointments. But, they would not be able to access other locations.	click to view
Single or multiple locations Appointment-Plus appointment software works great whether you have one location or multiple locations. Some Appointment-Plus appointment software clients have hundreds of locations, while many others have one location. You only have to log in once and you can access all locations (if you are set up as a user type that can access all the locations). You can set your locations up to share values (such as your services) or function as stand-alone operations.	click to view
Staff sharing If you have multiple locations and have staff that work at more than one location, you only have to set them up as a staff member once in the scheduling software system. You tell the scheduling software system at what locations a staff member can accept appointments. They can have a different work schedule at each location.	click to view
Use internally only or allow customers to schedule their own appointments Many Appointment-Plus scheduling software clients use the system for their internal appointment scheduling only; they don't open it up to their customers. All that is needed is an Internet connection to use the system internally. Other clients allow their customers to schedule their own appointments on-line.
Require log in or don't require log in There are a couple ways to configure the part of the appointment software system that your customers see. You can require them to register before they log in. When they register, they assign themselves a login and password. They can then log in immediately and make appointments. You can also set it so that after they register, they must be activated by the company before they can log in and set appointments. The company is notified via an e-mail when someone has registered. The other option is to not require your customers to log in. You can allow them to view your open times and select an open time. Once they have done that, then they would be prompted for their contact information.
Events The scheduling software system allows you to set up one-time events or classes. These events occur on a specific date or dates. You can define the number of attendees allowed (or set it to not have a maximum number of attendees).	click to view
Appointment statuses The appointment software system comes with some default statuses for appointments (scheduled, confirmed, completed, no show). You can add as many additional statuses as you like. Each status is color-coded, so you can quickly tell the status of an appointment when looking at your appointment schedule.	click to view

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 appointment and purchase history
Create custom customer statuses
Set up and track how customers heard about you
Create and track different customer types

Staff Members
Set up limited access staff members in the system, only allowing them to view their information
Staff member profiles
Individual work schedules
Override regular 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 time services are available
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

Room Sharing
Assign staff to rooms
Default appointment page to show rooms
Control what services can occur in what rooms
Rooms can have their own schedules

Locations
Set up multiple locations
Allow locations to use the same values as the main location or use their own
Allow locations to share staff
Each location can have its own set of custom confirmation emails
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
Use your own logo on the customer view
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
Control how far in advance customers can cancel appointments
Cancellation confirmation e-mail sent to customer
Cancellation notification e-mail sent to staff member
Secure log in
Optionally require payment at the time a customer makes an appointment
Control how far in advance customers can make appointments