Appointment Booking Calendar and CRM

With this appointment booking calendar and CRM system you can automate most of your tasks like reminding clients about their upcoming appointments via email and SMS, booking or rescheduling new appointments during off hours, and accepting and tracking payments online or in person. With the immense capabilities for automation you can do a whole lot more for your overall business using a CRM alone.

Booking the appointment using a calendar is just one part of your overall process, this is where the integrated CRM comes into play helping you to keep track of your customer’s lifetime journey with your company. After your customer books an appointment you can track their contact information, invoices, custom CRM fields, past emails, internal notes, file attachments, client score, lifetime-journey blueprint, forms and survey responses, social media interactions, and much more. Each customer has their own unique live and up to date page in the CRM containing all this information in one place for easy access.

You can have multiple booking calendars, multiple services that are private or publicly bookable, and as many employee accounts as you need. A service will show in the calendar as available if the time slot is not taken and if the employees performing that service are available during that time. A service will show on your website if the service is set to public but will only show internally to your employees when the service is set to private. Set your regular hours for a service’s availability, and even add or take away days / times as needed on emergencies or special occasions.

Each calendar, service, and employee can have their own unique booking link that you can send out to customers or paste on your website in order to only display that one item at a time. If you want to have just one calendar with all services showing in one place, no problem, just use the link to the main calendar. But if you want to specify and show only a single service’s booking page, you can do that too. Also, employees can have their own booking page link displaying only the services and time slots available for that employee, this is great to put in your employee's email signatures. You can customize service prices based on the individual employee performing the services, or make the service cost the same all around.

To send SMS alerts to clients and employees using Zoho Bookings, connect your Twilio, Clicktell, Hoiio, ClockWorkSMS, ScreenMahic, or Nexmo account. Email alerts are a built-in feature that lets you send booking, cancelation, and reschedule emails to your customers and employees. These third-party SMS providers have their own pricing plans and accounts associated with them, and usually charge per text message sent out or every X amount of characters sent out.

Let your customers do their own appointment bookings, rescheduling, or canceling anytime using links in your email notifications, or by giving your customers access to your built-in Zoho Bookings Client Portal. Because the appointment booking system is always live and up to date you can rely on the system itself to make sure any bookings, reschedules, and cancelations never conflict or overlap with other appointments. If you don’t want your customers to have the ability to book, reschedule, or cancel on their own then you can simply disable these features.

Accept credit card and debit card payments directly through your appointment booking calendar or CRM integration. This requires that you have a merchant account already and that it is compatible with our appointment booking system (Stripe, Authorize.net, forte, PayPal, Paypal Payflow Pro, PayPal Payments Pro, Razorpay, and Worldpay). If your calendars are online and the service requires payment to make the booking, a screen to enter in credit card information appears before the booking appointment is finalized and the spot is filled on your calendar. This can help you assure no spots on your calendar are being taken without a payment first being made successfully.

In Zoho Bookings you can connect one of your merchant accounts to each of the available payment connections.