Client Management: Appointment Management
/in Bonus /by vanessahelpsThe first step in managing your business is managing your time.
It's your most valuable commodity… and people are constantly trying to steal it from you!
Below I have provided my favorite time management and appointment blocking tools.
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Vcita describes themselves as the "All-in-One" management app for small businesses.
You can start a free 14 day trial (just click the logo)
- Appointment booking and management
- Text reminders for booked appointments/calls
Other features you may like:
- Client management: Build long-lasting customer relationships with a CRM solution designed exclusively for small businesses
- Billing & invoicing: Issue estimates, invoices and receipts, track payment status, send automated payment reminders, collect credit card payments & create coupons
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"All you need to do is show up at the right time."
Free to get started and test extensively
- Super easy to get started, enforced “getting started” steps walk you through – almost impossible to mess up or skip a necessary step.
- Seamless integration/sync with every popular/common online calendar system (google, outlook, etc)
- VERY User-Friendly and attractive User Interface.
- Hyper customizable, you control the colors, layout, appointment types, etc.
- Customizable Customer Intake forms – have your appointment bookers give you the information you need up front so you can maximize your effectiveness during the appointment.
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Free! Google Calendar
Most people don't know that you can publish your calendar and allow people to request time with you in your "open blocks"
What I like best: It's Free!
(Have a G-Suite or Google App paid account? Click here for a simple tutorial for this advanced feature available to your paid account.
Instructions on how to use the free features: Click here for Google's tutorial on public calendars and sharing with an individual
To allow your client to book a “non-busy” time on your calendar simply share your calendar with them and they can set an appointment on your calendar – and it will appear for both of you!