CRM Appointments
$15.00
DESCRIPTION
The ultimate solution for effortlessly managing your client appointments 📅. This template makes scheduling appointments a breeze.
With CRM Appointments, you can easily associate appointments with the appropriate staff member👤, ensuring everyone stays organised and on track 👌. Plus, the user-friendly interface makes it easy to view upcoming appointments, manage client information and keep track of important details.
DATABASES INCLUDED
Appointments
Types of services
Customers
Staff
Tasks
FOR WHOM
Ideal for any professional or business that needs to manage their appointments, such as coaches, consultants, hair salons, beauty salons, barber shops, tattoo studios, car wash and detailing professionals, therapists, psychologists and more.
FEATURES
Drop-down menu that contains the options to navigate to the different databases and the quick action buttons.
If you have more than 1 employee in your company, you can assign the work appointments to the corresponding employee.
On the staff member's page, you will see a "Monthly Calendar" view of the appointments that are assigned to the staff member.
In the "Types of services" database you can create the different types of services you offer and the estimated time 🕗 for each of them. When you create an appointment for this type of service, the end time of the appointment is automatically calculated.
On the Customer page, you can see a summary of the customer's pending and completed appointments. You can also create appointments from both the client and employee pages.
Also included is a database of tasks so that you don't forget any task that needs to be done, for example: place an order, call a supplier, call a customer, etc.
LANGUAGE
English
FORMAT
Notion template
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