Customer Appointment Manager 3

By Dale Farris, Reviews Coordinator Golden Triangle PC Club August 2007 Program Overview Customer Appointment Manager is the fastest, most user-friendly software for scheduling and managing appointments. This electronic appointment book is specifically designed to bring the most critical components of your business together - your customers and your time. Trust Customer Appointment Manager to help you promptly serve your customers and maximize your productivity. Spend less time scheduling appointments and more time focusing on customers. Schedule one-time or repeat appointments in seconds. Quickly add or locate customers, find available appointment times (by employee, time period, or both), and manage waiting lists with ease. With Customer Appointment Manager you can manage your business with speed and efficiency. Customer Appointment Manager is a fast and user-friendly appointment scheduling software. With the ability to keep track of multiple schedules and organize customer information in one electronic appointment book, businesses can spend more time focusing on customers and less time scheduling appointments. Search for available appointment times, manage a waiting list, or e-mail appointment reminders to customers. Reports and schedules can be printed or exported to PDF, Word, Excel, or HTML and sent via e-mail to employees. Schedule appointments in seconds! Customer Appointment Manager is designed to accommodate your unique needs. Use definable fields to store information important to you and your business. Export or print your appointment calendar and reports in various formats, such as PDF, Word, Excel, or HTML. Easy to Use An intuitive design makes Customer Appointment Manager easy to learn and use. Its user-friendly layout ensures all of the information you need to effectively manage your appointments is right at your fingertips. Getting started is effortless and you’ll be scheduling customers in no time. Proven Solution With over 100,000 users relying on our scheduling software worldwide, you can depend on Customer Appointment Manager. Designed for a broad range of businesses, we are confident Customer Appointment Manager will save you time and make your job easier. Affordable Schedule and manage appointments the easy way, at a price you can afford. With Customer Appointment Manager, you'll see immediate time savings, improvements in customer service, and increased staff utilization. Starting at only $295 for a single-user, your business will become more efficient and more profitable. Multi-user versions start at only $395 for a 2-user license and the cost per additional user is only $100! What's New in v. 3? Customer Appointment Manager, the appointment scheduling software from Atlas Business Solutions, Inc. (ABS), can now be used as client scheduling software and patient scheduling software. ABS has introduced an enhancement that allows Customer Appointment Manager users to change the customer field label. Users can modify their company options to change the customer reference to client or patient throughout the program, including reports. "Customer Appointment Manager is used by many businesses to schedule clients and patients. Our current customers include many chiropractors, dentists, eye-care clinics, and veterinarians, as well as accountants, massage therapists, spas and salons. Now our customers can use Customer Appointment Manager as their client appointment scheduling software or as their patient appointment scheduling software,” says Jon Forknell, vice president and general manager of Atlas Business Solutions. “They wanted to customize Customer Appointment Manager even more for the way they run their business,” Forknell said. Customer Appointment Manager continues to allow users to add up to five custom fields to customer forms and appointment forms. New customers can take advantage of this improved feature immediately and current customers can download an update at no cost. Features Find Open Time Use the Find Open Time function to see when a specific employee or any employee has an opening to meet the customer needs. Search If a customer calls to reschedule an appointment, you can use the search function to quickly find the appointment and make the necessary changes. Customer Appointment Manager will alert you if there is a conflict with a previously scheduled appointment. Waiting List You won't forget to squeeze a customer in an available opening with the waiting list. Each time you launch the waiting list you'll instantly see what appointment requests can be scheduled. All the information you need to confirm the appointment with the customer is at your fingertips. With date and time ranges, you can accommodate more requests and book more business. The on-screen waiting list reminds you to take action on expired appointment requests or appointment requests due today or due tomorrow. E-mail Appointment Reminders Reduce the number of no-shows, cancellations or rescheduled appointments when you take advantage of Customer Appointment Manager's e-mail reminders feature. Send an e-mail reminder to one customer or to all customers with an upcoming appointment. E-mail Messages Stay connected to your customers via e-mail. Promote special offers, request feedback or send your monthly electronic newsletter via e-mail with ease! Customer Appointment Manager can automatically populate your message with the e-mail addresses of all customers, customers who had an appointment within a specific date range, or customers who have not had an appointment within a specific date range. E-mail Appointments to Employees (Works with PDAs) Improve communication and efficiency when you e-mail appointment information to employees for access via any web browser or PDA. With just a few clicks, your employees can receive up-to-date appointment information when visiting a customer site, at home or anywhere. Customer Letters Customer Appointment Manager makes communicating with customers effortless. The Create/Edit Letters and Publish Letters features let you create and send customer correspondence in no time! Using Microsoft® Word you can create and customize your own letters populated by various fields from your Customer Appointment Manager database. Invite customers to an open house, send out a special promotion, or request customers who have not scheduled an appointment for some time to come back – the possibilities are endless! Mailing Labels After using the Customer Letters feature, you are ready to mail your latest promotion, invitation, or appointment reminder letters. Don't write those envelopes out by hand! Save time using the Mailing Labels feature. A few clicks and you'll have mailing labels all ready to go! Reports Customer Appointment Manager has a variety of professional-looking reports to provide you the information you need about your business. Print or export your appointment calendar and reports in various formats, such as PDF, Word, Excel, or HTML. Appointment Statuses Four appointment statuses are available in Customer Appointment Manager 3.0. Appointments default to the "scheduled" status but can be marked confirmed, canceled or no-show. Unique icons in the upper right hand corner of the appointment let you know at-a-glance the appointment status. Canceled appointments will change the text and background color so you can keep customer information but quickly see you have an opening. Security Keep your customer information safe with unique logins. Users can create their own username and password and administrators can grant read-only or read-write access for each user. On-screen Filter Use the on-screen filter to display specified employees on the scheduling worksheet. Based on the employee position, the on-screen filter can help you quickly see the sales department's schedules or narrow the list to only the employees you are responsible for scheduling. Conflicting Appointments Alert Double bookings can waste time and frustrate customers. Turn on the warning for double bookings and Customer Appointment Manager 3.0 will tell you when there is a conflict when you schedule or move an appointment. If your business double books appointments, simply turn the warning feature off. Recurring Appointments Options Schedule repeating appointments with ultimate flexibility. Use Customer Appointment Manager's custom date selection calendar or apply scheduling patterns such as daily, weekly, or the first Monday of every month. Also, Customer Appointment Manager will display details of appointments conflicting with the repeat appointment you are scheduling so you can take the appropriate action. Holidays/Days Closed Block off all employees' schedules for holidays and days your business is closed with this feature. Service Templates Ensure you book enough time for your customers with service templates. Assign a duration and color scheme to each of your services and Customer Appointment Manger 3.0 will automatically adjust the appointment length and color scheme. If you book more than one service for an appointment, version 3.0 will combine the durations for you. Save time with improved QuickBooks Synchronization Seamlessly share customer information between Customer Appointment Manager and QuickBooks. When you add customer information in Customer Appointment Manager, it gets added to QuickBooks (and vice versa). Launch a QuickBooks invoice right from Customer Appointment Manager to save time. How It Works Get Started in Minutes Customer Appointment Manager’s user-friendly and intuitive design is easy to learn, even for first-time computer users. Simply add your employees and their work schedules or import employees from QuickBooks and you’re on your way. Customer Appointment Manager allows you to add customers as you go or through an import from QuickBooks. Enter the services you provide and you’re done! Import requires QuickBooks Pro/Premier 2003 or Enterprise 2.0 (or newer versions). Schedule Appointments Quickly No more flipping through an appointment book or putting customers on hold, Customer Appointment Manager finds open times and schedules appointments in seconds! Find Open Time Use the Find Open Time function to see when a specific employee or any employee has an opening to meet the customer needs. Search If a customer calls to reschedule an appointment, you can use the search function to quickly find the appointment and make the necessary changes. Customer Appointment Manager will alert you if there is a conflict with a previously scheduled appointment. E-mail Appointment Reminders & Messages Reduce the number of no-shows, cancellations or rescheduled appointments when you take advantage of Customer Appointment Manager’s e-mail reminders feature. Send an e-mail reminder to one customer or to all customers with an upcoming appointment. E-mail Messages Stay connected to your customers via e-mail. Promote special offers, request feedback or send your monthly electronic newsletter via email with ease! Customer Appointment Manager can automatically populate your message with the e-mail addresses of all customers, customers who had an appointment within a specific date range, or customers who have not had an appointment within a specific date range. Customer Letters & Mailing Labels Customer Appointment Manager makes communicating with customers effortless. The Create/Edit Letters and Publish Letters features let you create and send customer correspondence in no time! Using Microsoft Word you can create and customize your own letters populated by various fields from your Customer Appointment Manager database. Invite customers to an open house, send out a special promotion, or request customers who have not scheduled an appointment for some time to come back – the possibilities are endless! Mailing Labels After using the Customer Letters feature, you are ready to mail your latest promotion, invitation, or appointment reminder letters. Don’t write those envelopes out by hand! Save time using the Mailing Labels feature. A few clicks and you’ll have mailing labels all ready to go! Reports Customer Appointment Manager has a variety of professional-looking reports to provide you the information you need about your business. Print or export your appointment calendar and reports in various formats, such as PDF, Word, Excel, or HTML. Daily Appointment Report & Appointments Report Do you need to print the appointments for the day or for the week? Use the Daily Appointment Report or the Appointments Report to share your employee schedules. Customer History Report Create a Customer History Report to view previous appointments, services and preferences for specific customers. No-Show Report Run a No-Show Report to see who cancelled or did not make it to their appointment. Customer List Generate Customer Lists when you need contact information such as name, phone number, or e-mail address. Waiting List Report Keep track of people on the waiting list with the Waiting List Report. Works with QuickBooks and Microsoft Windows XP Eliminate data entry errors and save time. Customer Appointment Manager integrates with QuickBooks Pro and Premier Editions, and QuickBooks Enterprise Solutions. Automatically import information such as customer names, addresses, e-mail addresses, and phone numbers. Designed for Windows XP If you're running Windows XP, you can take advantage of the latest operating system's features and functions. Experience the Windows XP "look and feel" with Customer Appointment Manager. Super Features Schedule customers in seconds View appointments by day, week or month Find open times quickly Fill cancellations and avoid no-shows Prevent double-bookings Track customer history E-mail customer appointment reminders Create personalized letters Print mailing labels Export reports into PDF, MS Word, MS Excel, or HTML Works with QuickBooks Single-user or multi-users available Save time! Targeted Customers Customer Appointment Manager provides tremendous value to most all businesses, and is now actively supporting the following types of customers: Automotive repair, Car audio installers, Building and Construction, Door and window installers, Electricians, General contractors, Handyman service providers, Home inspectors, Interior designers, Plumbers, Health and Beauty Hair salons, Manicurists and pedicurists, Massage therapists, Personal trainers, Spas, Tanning salons, Lodging and Entertainment, Casinos, Hotels, and Resorts, Legal, Financial, and Professional, Architects, Accounting and tax professionals, Banks and financial planners, Consultants, Insurance agents, Lawyers, Mortgage lenders, Property managers, Realtors, Chiropractors, Clinics, Dentists, Doctors, Optometrists, Physical therapists, Veterinarians, Other Service Providers, Appliance repair, Cleaning services, Counselors, Landscaping and lawn care providers, Pet groomers, Photography studios, Taxi and limo services, Wedding consultants, and many more! Any business that serves customers will likely have a need for electronic automation of their customer appointment process, especially the smaller sized businesses that may still be handling this function with paper records. For these paper-based companies, Customer Appointment Manager is tailor-made to provide them an excellent and efficient process that will save them a lot of money by not paying staff to keep up with all those pieces of paper that represent their customer appointments. Price $295 Single License $149 Upgrade Check with the company for pricing for larger licenses. Minimum System Configuration Requirements 75MHz Pentium processor Windows 98, 2000, NT, Me, XP, Vista 40MB free hard disk space Additional space for data files 128MB RAM CD-ROM drive Monitor supported by Windows 98 or higher Mouse supported by Windows 98 or higher Optional printer supported by Windows 98 or higher Contact Information Joanna Wyganowska Marketing Manager Atlas Business Solutions, Inc. (ABS) P.O. Box 9013 Fargo, North Dakota 58106-9013 3330 Fiechtner Drive, SW Fargo, North Dakota 58103 800-874-8801 701-235-5226, Ext. 117 FAX 701-280-0842 jwyganowska@abs-usa.com sales@abs-usa.com www.abs-usa.com