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We use MailButler (MacMail only), where you can add any “script template” into the middle of an email. ie: Personalize the top and bottom, but the middle is taken from a script. When a client asks for an appointment, we personalize a reply email which has the “sandwich effect”. The five steps for our Appointment Management Process Step 1 – Initial Enquiry from Customer – response To view the Green Umbrella diary, click here. Here is my list of “must haves” for our diary system.Ī) Work with iCloud as well as Google Cal & other diary systems.ī) Be able to configure it to take payments (and offer discounts)Ĭ) Send confirmations and reminders to clientsĭ) Send text message confirmations (they work so well with hairdressers and the dentist, I thought it would be a great bonus to have this for our coaching clients).Į) Integrates with MailChimp, Xero, Zoho and Zapier.į) It is easy to embed into our website, and our clients find it easy to use.
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#Capsule crm book an appointment software
Until recently I struggled to find anything that ticked all of the boxes, then I stumbled upon some software called Acuity Scheduling, which ticked everything on my list below (and more). Since then I have been playing with all sorts of diary booking systems.
#Capsule crm book an appointment manual
As we are all Mac users then this caused us a real issue, so we were forced to return to a manual system. Previously we have used Doodle, however, they stopped supporting iCloud.