More features than any other online scheduler
"Features like making appointments off location and allowing staff
to make their schedule changes anywhere are huge for us."
Dayna Cakebread, Belle Epoque Salon
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)
- Manage your account on the go with our Android and Apple mobile apps
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
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.
LET YOUR CUSTOMERS SELF-SCHEDULE
- Allow customers to schedule and cancel their own appointments.
- Allow multiple appointments per time slot
- 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.
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
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
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
AUTOMATIC E-MAILS/TEXTS
- 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
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
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)
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
ROOM-SHARING FUNCTIONALITY
- Assign staff to specific rooms
- Determine services and schedules of each room
INVENTORY
- Real-time tracking of inventory
- Override default price of products