Appointment scheduling features

Fast, easy, thorough!

  • Familiar Microsoft Office® 2007 style user interface reduces complexity and speeds up learning
  • Contextual tabs bring context sensitive and relevant command options to your attention precisely when they are needed
  • Extensive context-sensitive right-click mouse options speed frequent tasks
  • Standard Microsoft Windows user-interface: Drag and drop, right click menus, keyboard shortcuts, function Tabs on left, your appointment-sorting Tabs on right
  • Each function is a full-featured, robust business application
  • Integration among functions is seamless and imperceptible because all share a common Microsoft SQL Server database
  • No more double- or triple-entering the same information as in older programs.
  • BAM technology auto-dials—and then logs—outbound calls, e-mails, and tracks documents in and out from Business Appointment Manager
  • 25 Customizable Fields can require standard formats for Social Security and numeric fields

Visual, multi-column appointment book screen

  • See, manage and schedule everyone’s appointments on one screen, side-by-side!
  • Schedule a customer for multiple services at once, with multiple providers, and in multiple places.
  • Know who’s where, doing what, when, for how long — and tying up what resources
  • Foresee and resolve appointment scheduling conflicts — end double-bookings
  • Block out meetings, vacations and unavailable resources
  • Update appointment scheduling status as things change
  • Set up Tentative Appointments — Business Appointment Manager Software will find the next availability
  • Set appointments to recur Daily, Weekly, Monthly, Yearly, or on sporadic days/dates.
  • Work in the “drop-ins” — Drop out the “no-shows”!
  • Set flexible Reminders and customer-specific Alerts
  • Add 25 Appointment fields that you name and format
  • Effortlessly drag and drop Appointments from one day to another or move them weeks or months in seconds

Flexible appointment scheduling

  • Schedule multiple services or combine services and products together using appointment scheduling templates
  • Reserve rooms, tools, equipment or anything else you must have when making an appointment
  • Rearrange, Sort, filter, list, format and report your appointments hundreds of ways—in seconds
  • Format Calendar in daily, weekly or monthly layouts
  • Attach Alerts about Customer preferences and quirks
  • Set Calendar’s scheduling intervals
  • Set color-coded labels to categorize appointments
  • Create Tabs to filter appointments—by provider, team, specialty, resources, pay grade—you choose it!
  • Add and format 25 Customizable fields in Appointment Forms to company needs
  • Pre-set Provider work hours and individual holidays to avoid conflicts
  • Import existing contacts from everyone’s Microsoft Outlook

Cut hours and minutes off everyone’s “busywork”

  • Right-click on appointments to bring up a context menu with actions as Edit, Delete, Mark Complete, Mark No-Show, Break, Invoice for services, or Show Customer Record.
  • Email provider's appointment schedules, appointment reminders, and confirmation
  • Auto-populate Appointment Forms with Customer contact data
  • Create multiple appointment views to filter—by provider, team, specialty, resources, pay grade—you name it!
  • Providers use Business Appointment Manager’s time clock to log calls, appointment and task durations
  • Set appointment scheduling intervals; work hours and holidays
  • Set color-coded labels to categorize appointments and see patterns
  • Sort, filter, list, format and report your appointments in hundreds of ways
  • Find any appointment in seconds by Provider, Customer, Status, Resources, Phone Number and other fields
  • Export and print appointment reports in PDFs, Excel, Word

Getting and keeping customers

  • Follow customers from first contact to close of sale
  • Instantly see details of past and future appointments, services, purchases, and communications records
  • Follow customer needs from conception through collection
  • Know when staff has down time. Fill it with cold calls.
  • Click on a Business Appintment Manager phone or fax number and your modem autodials it
  • Faster calling, no misdials—and a clear call record in Business Appointment Manager Software’s database.
  • Trigger your e-mails from Business Appointment Manager Software — get a complete, reportable communication trail
  • Create, reuse and adapt letter templates to speed daily correspondence and e-mails
  • Import contacts from Outlook
  • Add and format 25 user-definable fields—text, numbers, dates, checkboxes—in Contact

Sell, invoice for, track, and report stock levels

  • Include stock or non-inventory items in appointments
  • Invoice for inventory and non-inventory items
  • View real-time inventory status such as quantity on hand, on order, and more
  • Get easy stock reports to see what’s low
  • Know inventory levels, set reorder points
  • Order stock and enter deliveries into Business Appointment Manager Software with just a few clicks


  • Auto-calculate and insert individual staff rates and totals
  • Auto-sum appointment durations, services, and time-clock tasks
  • Show line items for inventory, non-inventory, taxes, even mileage and third-party services and goods
  • Choose from five ready made Invoice Templates or adapt Invoice forms to your needs
  • E-mail invoices in PDF or other formats
  • Know status of every invoice
  • Extensive sales-tax management tools for VAT, multiple zones and tax authorities
  • Create and auto-calculate discounts for frequent customers, big account customers, etc.

Collections and revenue

  • Generate customer statements detailing invoices, payments, credits, and aging balances
  • Auto-dial and log collection calls and emails—and track each one
  • Assess finance charges on overdue invoices
  • See and report company receipts, overall health and details
  • Project income using periods and filters you specify
  • See trends in the company, in individual Providers or specific Customers
  • Export detailed financial data to Microsoft Small Business Accounting software - no double entry

Reporting power and ease

  • Report on any appointment, Provider, Customer, Resource, Inventory item, or account
  • Track payments, outcomes, cancels/no-shows, referrals and other key aspects practice management
  • Set date ranges, sort, filter, list, and report your company data hundreds of ways
  • Customize lists and reports to display, sort, filter, group and export fields, even Customizable Fields you’ve created and formatted
  • Save (memorize) and reuse report templates you have tailored
  • Drill-down links in actual reports, show you details on staff, customers, appointments, invoices, et al.
  • Print and export reports in various formats, depending on who needs what
  • Mail merge directly from from reports to print labels or send form letters to customers

Built with the latest technologies

  • Business Appointment Manager Software works with on-premise or Web-hosted SQL Server platforms as well as in-the-cloud database services like Microsoft SQL Azure
  • Business Appointment Manager Software SQL Server database supports virtually Unlimited Providers, Resources, Contacts, Customers, Appointments, Tasks, Invoices, Communications Records and billing transactions
  • Multi-user support - with sufficient hardware, thousands of concurrent users can be supported
  • Remote employees and distant offices can open Business Appointment Manager Software database over the Internet using a broadband Internet connection or Virtual Private Networks (VPN)
  • Integration with other Microsoft Office programs helps streamline time-consuming and repetitive tasks.
  • BAM is developed in C# to run on top of the advanced Microsoft .NET 2.0 framework for faster task execution, installations and deployments
  • System integrators can use the Business Appointment Manager Software software development kit to access and manipulate BAM data, or to create custom plug-ins to extend its functionality

Who needs Business Appointment Manager Sofware?

Academics Advisors
Accounting Services
Assisted Living Centers
Attorneys & Legal Services
Archtitects & Engineers
Banks & Financial Planners
Barber Services
Car Detailing Services
Carpet & Flooring Installation
Caterers & Events Planners
Cleaning Services
Community Centers
Dance Instructors & Studios
Dentists & Doctors
Government Offices
Hair Nail & Beauty Salons
Healthcare Services
Homecare Agencies
Home Health Nursing Agencies
Hospitals & Medical Clinics
Insurance Adjusters & Agents
Interior Designers
Massage Therapists
Medical Staffing Agencies
Nurse Staffing Agencies
Music Instructors
Nurses Registry Services
Nursing Agencies
Personal Trainers
Pets Clinics & Hospitals
Pets Grooming Services
Physical Therapists
Realtors & Real Estate Agencies
Rental Services
Senior Centers
Spas & Tanning Salons
Sports & Tennis Courts
Sports & Fitness Instructors
Veterinarian Offices

Try It For Yourself

Download Business Appointment Manager and try it free on your personal computer. The trial period starts on the day you first use our software and automatically expires 30 days after.

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Request a Personalized Demo

If you prefer personalized online demo from the convenience of your office via Citrix GoToMeeting, we can do that too. We will schedule one of our product specialists to help you set up your schedule, walk you through the many features of our scheduling software, and answer your specific questions. There is no risk, no cost, and absolutely no obligation on your part.

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