General
Features
- North America/global
- Account setup guide- printable
- Comprehensive online help
- Supports multiple time zones
- Service Setup and Maintenance
- Setup wizard for new accounts
- Multiple service locations help
- Assign services offered to select locations
- Business hours setup
- Deadlines- Select minimum lead times for Customer "Appointment Reservations" and "Appointment Cancellations"
- Set service duration
- Personnel tasks/assignments
- Customize appointment forms
- Create time-limited (e.g. seasonal) services
Account Setup
and Maintenance
- Setup business hours/holidays
- No-show policies and appointment cancellation
- Custom graphics, logo, and Web mini profile
- Multi-user setting
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Appointment
Management
- Workareas- Timeline, Calendar, and 7-day planner
- Appointments- confirmations
- Option to automate appointment confirmation
- Appointment calendaring/search
- Automated email notifications- new appointments, cancelled appointments, denied appointments, and appointment reminders
- Customize email templates
- Schedule in-house appointments
Personnel Management
- Setup personnel work hours
- Setup personnel vacation time
- Assign personnel to multiple locations
- Configure personnel availability
- Notifications for personnel appointments
- Personnel Management
Customer Management
Customer database (online)
- Customer search/index functions
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