Customer Relationship Management

Management of Dashboard

• Book appointments
• View appointments on calendar
• Location wise availability of practitioners on calendar
• Holidays unavailability on calendar
• Different calendar layouts
• Staff can generate embedded code for appointment scheduling
• Staff can share public URL to anyone where user can book appointment
• Staff can create project directly from appointment for the related customer’s by clicking ‘Create opportunity’ button from appointment summary page
• Edit appointments
• Reports of appointments
• Change time format 24 to 12 and vice versa
• Disabled time picker based on unavailability of practitioners
• Dynamic creation of statuses
• Practitioners can provide there availability and unavailability dates
• Work for multiple treatments
• Import appointments in any dates
• Notifications for each appointments
• More than 7 email templates you can customise for each events
• Rooms availability for each locations

Tables and filters

• Appointment Summary
• Reports with filter

Email Templates

• Appointment Reminder (Reminder send To staff)
• Appointment Upcoming (Changed upcoming status to the client)
• Appointment Approved (Changed approved status to the client)
• Appointment Missed (Changed missed status to the client)
• Appointment Cancelled (Changed cancelled status to the client)
• Appointment Reminder (Reminder send To client)
• Appointment Booked (Notification send To client)
• Appointment Booked (Notification send To staff)
• Appointment Booked and wait for approval (Approval Notification send To client)
• Appointment Booked and wait for approval (Approval Notification send To staff)

Multi-Lingual Support -: Multiple language support for the ease of Use and globally acceptable and accessible.

Status of appointments

• Approved
• Cancelled
• Missed
• Upcoming
• Waiting for approval

PermissionsStaff Can access the Appointment module if they have permissions by Admin or Staff, to maintain security and authentication.