Business Appointment Manager Screenshot Tour

Through a series of screenshot slideshows, this tour shows you the most popular features of Business Appointment Manager. For best results, a high speed Internet connection is recommended.

Appointment scheduling power far beyond other software!

See, manage, and schedule everyone’s appointments on one screen, side-by-side! Foresee and resolve appointment scheduling conflicts — end double-bookings. Quickly search for customers and their appointment details or find available appointment times by employee. Effortlessly drag and drop Appointments from one day to another or move them weeks or months in seconds.

Appointment Planner. The Appointment Planner screen is the heart of Business Appointment Manager. From here, you can visualize and control all aspects of your provider or resource appointments. Customized tabs on the right-hand side allow you to create your own views and filter providers and resources as you deem necessary.

Weekly View. Business Appointment Manager provides you the ability to see your business appointments in a week at a glance. Like the daily view and monthly view, the weekly view supports the custom view tabs.

Monthly View. The Monthly View feature in Business Appointment Manager give you a bird's eye view of your business appointments. Like the Daily and Weekly Views, you can edit or rearrange appointments directly from the calendar. Keyboard and mouse navigation make scrolling through your appointment book a breeze

Customizable Views. You can decide with combinations of providers and resources are displayed side-by-side in an appointment planner view. The views are displayed as tabs on the right-hand side of the screen and can be used to segregate your operations into regions, offices, or job functions.

Drag and move appointments. Moving appointments around is easy - just select and drag to move.

Appointment Form. The Appointment form is where you make a reservation. Familiar Microsoft Office look and feel helps standardize data entry. When a customer is selected, address and related fields are automatically propulated. Tabs organize related datafields and hide optionsl information.

Find Open Appointment Slots. Use the Time Scheduler window to find an open time slot for an appointment given the providers and resources needed to be scheduled. This advanced search algorithm allows you to optimize your schedule load and ensure customer satisfaction.

Link Items to Appointments. Use the Items tab on the Appointment form to add service, inventory, or catering items to the reservation. Business Appointment Manager will generate an invoice for items listed in this form.

Add Attendees to an Appointment. Use the Attendees tab to record attendees, third-party suppliers, or contract laborers who should be present at the event.

Customizable Fields. Should you need to track more, specific information about an appointment, you can create customizable fields to do so. Business Appointment Manager supports five each of numeric, checkbox, and date fields, and ten text fields to provide you with the flexibility you need.

Appointment List. You can also view appointments in a list format. Use the Customize List Content window to enable or disable certain fields in the list. All lists in Business Appointment Manager can be exported to Micosoft Excel for further analysis or printed as is.

Publish Appointments. Easily publish your provider or resource appointment book to Google Calendar. You can publish your appointments for a given date range manually, or define a an automatic update. Appointment changes made in Business Appointment Manager will reflect on your Google account so your employees always have their schedule at the ready, even on the road.

More ways to schedule.

Right click on a time slot to create a new appointment. Create templates for commonly used services. Use the Schedule Wizard to speed up scheduling of complex appointments and services that depend on a number of variables such as the availability of certain providers and resources, the availability of any provider with the required skills, etc.

Easily Create Appointments and Un-available Time Blocks. Double click on a time slot to create a new a new appointment or right click for more options.

New Appointment from Templates. If most of the appointments you schedule are repetitive and require the same items, providers, or resources, you can create appointment templates and use them as models to rapidly create appointments.

Appointment Templates. Simply create your appointment templates by setting all data fields except start/end time and customer information. When you create a new appointment from a template, all information from the template will be copied into the new appointment record.

Schedule Wizard. To schedule new appointments, you simply specify the desired time window and the appointment templates to use.

Schedule Wizard. The Schedule Wizard automatically seeks and displays all open time slots that match the criteria specified in the selected templates and your operational settings. You simply pick the desired time slots, one for each template, and the wizard proceeds to create the appointments.

Schedule Wizard. Select an existing customer for the appointments or create a new one.

Schedule Wizard. Confirm what you've selected and you are done.

Keep your employees’ time tightly scheduled with appointments and production.

Within your organization, providers are the workers that meet with your customers and generate revenue. Keep track of your providers using powerful scheduling tools within Business Appointment Manager.

Providers. The Provider feature within Business Appointment Manager allows you to define the key elements of your providers. A list with pertinent information is readily available on the main screen.

Provider Information. Along with general contact information for each provider, you can record specialties, hourly rates, and costs. Labor rates are either recorded individually or based on group rates.

Provider Contact Information. Phone numbers and e-mail addresses are only a click away with auto-dial and auto-email support built in.

Provider Availability. If your providers maintain different weekly schedules from your business or each other, you can define individual schedules. Providers may also have specific days off or a modified schedule on occasion. Business Appointment Manager allows for these exceptions in a simple, intuitive way.

Provider Groups. With the Provider Group feature, you can organize your providers into differnt pools. Appointments can even be assigned to a group which is automatically added to an individual's calendar.

Know Who Works Where and When. The Appointments by Provider Report displays a list of appointments grouped by provider for a user-specified date range.

Track Items Sold to Customers. The Appointment Item Details by Provider Report shows the items and services that will be provided to the customer for each appointment. It also shows the quantity, unit price, and total sales for each item to give you a revenue estimate of the items and services to be rendered.

Schedule unlimited resources on one screen, side-by-side!

Resources like conference rooms, tools, facilities, classes, sports events, training, etc. can be easily booked. Find any reservation in seconds by resources, customer, status, phone mumber and other fields. Set reservations to recur Daily, Weekly, Monthly, Yearly, or on sporadic days/dates.

Resources. Business Appointment Manager allows you to define resources and resource groups and associate them with an appointment.

See resource bookings side-by-side. Reserve rooms, tools, equipment or anything else you must have when making an appointment

Resource Groups. Groups of resources can be combined together into a group. The resource group can then be associated with an appointment, thereby adding the appointment to every resource's calendar in the group.

Report on Resource Usage. Filter, sort, and group report data thousands of ways.

Getting and keeping customers

Automatically track prospects, new and loyal customers. Effortlessly stay in touch and anticipate their needs. Log calls, faxes and e-mails. Have extra time to give extra attention that gains and keeps new customers.

Customer List. From the main screen you have access to a list of customers and can quickly sort, filter, find, or edit the information you have obtained.

Find Customers. Quickly locate any customer by simply entering a small tidbit of infomration. Business Appointment Manager will scour the customer list and return a short list of matching results.

Easy to Find Customer Information. Once you've selected a customer, Business Appointment Manager displays the most important information about your customer in one screen on the main view, in multiple tabs for easy navigation.

Instant Access to Customer Information. Simply click on the appropriate tab to instantly see details of past and future appointments, services, purchases, communications records, alerts, etc.

Drill-down to Edit. Drilling down into a customer record is as easy as double-clicking. From this window, you can create and edit the information you track for each of your customers.

Collect and Track any Customer Information. Business Appointment Manager provides data entry fields for commonly-tracked information.

Customer Financial Information. Business Appointment Manager supports complex financial scenarios like aged accounting, credit limits, and finance charges.

Customer Communications. Keep track of all of your communications with your customer using Business Appointment Manager. Add e-mail and fax records or even associate attachments — all are easily retrieved with the click of a button.

User-defined Data Fields. If you need to track additional information about a client, the custom fields tab provides 35 additional spaces for you to use.

Automate invoicing, receivables and collections

Automate every facet of billing and payments. Send collection reminders. Track and apply payments. Project your income. Monitor any account or assess the big picture.

Quotes, Invoices, Payments. Business Appointment Manager includes a complete sales module that lets you create quotes, invoices, and even customer payments for item and services.

Quotes. Use quotes to document what you've proposed. Items can be added to appointments and then imported into quotes. After a quote has been accepted by your customer, you can convert the quote to an invoice so you can start a sales transaction and bill the customer.

Invoices. Business Appointment Manager lets you create detailed invoices for your clients. Create and auto-calculate discounts for frequent customers, big account customers, etc. Items for an invoice can be populated from completed appointments or added on the fly.

Generate Billing Statements. Create customer statements on a regular basis, e.g. monthly, and send them to customers with outstanding balances as part of your accounts receivable collection process.

Assess Finance Charges. Automatically assess finance charges on overdue accounts and generate finance charge invoices that you can send to your customers for payment.

Customer Payments. Keep track of your customer acounts payable with the client payment engine that accepts tender types like cash, check, and credit card.

Multiple Payment Methods. Easily set up any type of tender such as credit card, debit card, check, or cash that your company would accept as payments for goods or services rendered.

Save time emailing appoinment schedules and reminders

The E-mail Appointment Schedules wizard guides you through the process of sending appointment schedules to all or selected providers. You can also right click on an appointment to send a reminder email composed using a template that you can modify to suit your needs.

Emailing Schedules. The E-mail Appointment Schedules wizard guides you through the process of sending appointment schedules to all or selected providers.

Emailing Schedules. Each e-mail can contain each provider's individual appointments or appointments for a group of selected providers. You have the option to include an ICalendar formatted file that contains the provider's personal schedule for easy importing of appointment schedules into calendar programs or PDAs.

Emailing Schedules. You can edit the template used to compose the email. The template contains fixed text and placeholders that will be replaced by text from the selected appointment record when the e-mail is composed. You can customize the default template to add personalized greetings or include appointment-specific notes as desired.

Emailing Appointment Info/Reminders. You can also right click on an appointment to send a reminder email composed using a template that you can modify to suit your needs.

Emailing Appointment Info/Reminders. By default, the customer and associated providers are always selected to receive emails. You can also add other recipients by entering additional e-mail addresses.

Emailing Appointment Info/Reminders. You can customize the default template to add personalized greetings or include appointment-specific notes as desired.

Extensive reporting capabilities

Reports are active, meaning you can drill-down on embedded hyperlinks for more details, include or exclude specific information, and make changes to the underlying data. Customize standard reports to fit your needs and save them for future use. Preview report data before printing. Export report data to Excel, PDF, RTF, and many more popular formats.

The Reports home page shows standard reports in different categories. You can customize any report to include your own filter criteria, sort orders, and display preferences. The Saved Reports list shows all the reports you have customized and saved.

Drill-down for More Information. Unlike static reports, Business Appointment Manager's reports are active, meaning you can include or exclude specific information, drill-down on embedded hyperlinks for more details, and make changes to the underlying data.

Sort Data Records in the Order You Prefer. You can specify up to five sort levels. Business Appointment Manager sorts report data by the first criterion you specified, then the second criterion, then the third, and so on.

Filter What You Don't Want to See. When you apply a filter, Business Appointment Manager will display only report data that match your criteria. Pre-filled drop-down lists of possible values for each field help you construct filter conditions quickly and accurately.

Customize Reports and Save. Customize standard reports to fit your needs and save them for future use.

Preview, Print, and Export. Preview report data before printing. Export report data to Excel, PDF, RTF, and many more popular formats.

Solid appointment and employee scheduling software.

Innovative Employee Scheduling Software and Appointment Scheduling Software

Business Management Systems' current efforts center on easy-to-use employee scheduling software. Snap Schedule helps you minimize time spent on creating employee schedules, shift schedules, and staff rosters. Users report slashing the time they spend on employee scheduling, managing vacations and leaves compared to Excel scheduling templates and pencil-and-paper process. Business Appointment Manager focuses on appointment scheduling for service-based businesses by reducing staff scheduling, invoicing, reporting, and admin tasks to minutes or seconds.

Snap Schedule Employee Scheduling Software and Business Appointment Manager stand above other products. They are built on the latest Microsoft .Net technologies and scalable SQL Server database for more bullet-proof reliability. This means you get modern, seamlessly integrated, rock-solid technology, and confidence that our employee shift scheduling software and appointment scheduling software will excel in your business environment.