Appointment Manager
Extend your customer service efforts to the Web with Microsoft Appointment Manager. This Web-based service offers online scheduling for customers and resource management for business owners.
- Integrate Small Business Financials records:
Export customer information from Small Business Financials to Appointment Manager so that existing customers can schedule appointments online.
- Appointment scheduling:
Offer secure, 24-hour online self-scheduling for customers with customizable views of services and personnel availability.
- Events scheduling:
Schedule classes and special events; monitor attendee lists.
- E-mail responses:
Send automatic confirmations and reminders for appointments.
- Waiting lists:
Fill cancellations and open slots automatically.
- Resource management tools:
Review workloads with schedules and reports formatted for printing, including daily employee schedules and upcoming appointments.
- Set-up and customization:
Step-by-step guides simplify set-up and customization. Use or customize a built-in StoreFront, or integrate it with your Web site.
- Download appointments into Small Business Financials:
Download appointments into Small Business Financials as sales invoices to manage customer activity originating online.
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