Appointment scheduling allows you to set your appointment schedule and give clients the ability to book slots on their own. This gives you more control over your time and makes you more productive. All you need is an appointment scheduler.
Appointment scheduling software automates the appointment process from start to finish. You can set the hours of appointment for yourself as well as other members of your team. Clients can then book, modify, or cancel appointments based on the slots available and their personal preferences. You can then track and manage your appointments from a single location.
Thanks to scheduling and booking features, you no longer need to depend on back-and-forth emails to confirm appointments with clients. This means you can focus better on your pitch and the needs of your clients.
You can schedule more meetings with the right decision-makers, close deals faster, and increase revenues.
Appointment schedulers can capture key data like email, phone, and location, avoiding the risk of losing out on high-value leads. It can plug this data into your customer database to create new contacts as soon as possible.
Appointment scheduling software cuts the chances of cancellation down to a minimum. It sends out confirmation emails immediately after booking an appointment and regular reminders leading up to it.
An appointment scheduling software:
EngageBay gives your team and clients greater visibility and flexibility through features like:
Allows clients to book appointments on their own through your website, app, or social media.
Displays date and time slots as per your schedule that clients can view and book on their own.
Appointments are synced to your Google or Office 365 Calendar and available hours get updated in real-time for clients to book.
The system generates confirmation emails for clients on booking an appointment.
The system generates reminder emails for clients based on the time and date of the appointment.
To avoid last-minute scrambles, you can set time buffers before and after each meeting. You can also set limits on the number of appointments during the day.
Shows available time slots per the client’s time zone.
Based on the appointment schedule you set, the system will show time slots available for booking. These slots will always appear in local time.
You can share a link to your appointment scheduler via email, social media, and website. Clients can view your calendar and book slots on their own, and the system generates confirmation emails for you and the client.
You can customize your appointment form (on the Contact Us/booking page) with fields for details like email, location, age, gender, etc. On submitting the form, the system displays your appointment calendar with times and dates available for booking.
When sending a meeting link to a lead via email, you can include a form for them to fill out their name, professional details, contact information, etc. as they schedule a meeting. EngageBay will automatically create database entries every time a lead fills out this form.
The system sends automatic reminders to your employees and clients about an upcoming appointment they may have scheduled. You can update preferences through settings. Appointment scheduling software automates the appointment process from start to finish. You can set the hours of appointment for yourself as well as other members of your team. Clients can then book, modify, or cancel appointments based on the slots available and their personal preferences. You can then track and manage your appointments from a single location.
Allows clients to book appointments with multiple team members via a single link. All you have to do is add your team members to the appointment link and paste them to your website, in emails, or on social media as usual.
Customize your calendar view to check upcoming appointments and mark them as completed, canceled, or no-show.
If you have connected Google, Outlook, Office 365, or other calendars, EngageBay auto-updates your appointments in real-time. This happens both ways - changes made on other calendars will also update automatically in EngageBay.
View and update your appointments on the move with EngageBay’s mobile app.
Create a common team calendar where you can see individual schedules set up by your team. This allows better transparency and collaboration between team members.
Display your scheduler on your website, app, and social media – within seconds.
Allow leads to book demos and consultations with one or more sales reps, send automatic reminders to avoid no-shows, and track the status of meetings in real-time.
Let candidates pick their interview slots, sync interview schedules for individual recruiters to a common team calendar, send auto-reminders to candidates and manage no-shows and cancellations from one location.
Let customers book follow-ups with agents they previously talked to about a ticket. Agents get real-time updates if clients make changes to scheduled meetings and can manage other tasks efficiently.
Share booking links with clients for workout and spa sessions. Add schedules for all trainers and therapists on your team to a single team calendar and track billed hours in real time.
Skip emails and send meeting links via social media to follow up with clients on freelance/consulting proposals. See all scheduled meetings at a glance and add time buffers between each to prepare your pitch.
EngageBay can be your one-stop appointment scheduling software.
An appointment scheduling software allows customers to view appointment slots and book appointments based on their convenience. On the back end, businesses can set appointment schedules, track bookings, manage cancellations, and tag no-shows better.
An appointment scheduling software like EngageBay can help create forms, capture lead data, manage booked appointments, and create CRM contacts so you never lose out on leads.
An online appointment scheduler is a tool you can embed on your website, social media, or app. It lets customers book, modify, or cancel appointments via a visual calendar interface. You can display available slots for one or more team members per the customer’s time zone.
While ‘best’ is a relative term, you should look for the following features to decide: