Appointments Management System
Appointments Management System Module can schedule appointments external forms on multiple websites and manage your Appointments with ease, the module is designed for fast creating appointments to ease your communication with your contacts and also you can include staff as attendees, subject, description, date and time and many other features.
RIBS Technologies can be connected with Google Calendar and Outlook Calendar each separate user will be able to login to his own Google or Outlook calendar and directly manage appointments to both calendars, create, update and delete.
RIBS Technologies offers users to add request appointment form to any of your websites and clients can directly ask for an appointment.Appointments can be created with a specific start time and location with option to include Internal, External Contact or Lead and also include staff as attendees.
Appointments Management System Features
- Google Calendar API (One way Sync)
- Google Meet Integration
- Invite Client and Staff to Google Meet (via email) with custom message
- Outlook Calendar API (One way Sync)
- Past Appointments
- Request a Callback
- External leads / clients can requests callbacks
- Callbacks assignee’s
- Callbacks notes
- Custom Fields
- Email Tracking
- Convert to task (can be related to Project, Invoice, Customer, Estimate, Contract, Ticket, Expense, Lead and Proposal)
- Convert to lead
- Appointment Feedback’s. Clients with finished appointments can add feedback rating and comment. Staff can request a feedback.
- Embed (iFrame) form to any of your websites (can be added to multiple websites)
- Staff permissions ( View-Global, View-Own, Edit, Delete )
- Live push notifications (Reminders, New Appointment, Appointment Cancelled, Request Cancellation, Updated, Feedback notifications, Callbacks notifications)
- Dashboard Widget
- Google Calendar API
- Today’s Appointments Calendar sync
- Option to Edit Appointment
- Option to Delete Appointment
- Option to Cancel appointment
- Option set default table filter
- Option set clients to book appointments logged in or before login
- Calendar type events
- Appointment Notes
- Appointment Types
- Calendar type color events in staff and clients area
- Books appointments directly from customers area
- General appointment view
- General appointment view separate for external public client url client (hashed and unique)
- General appointment view separate for internal staff private CRM url attendee
- Assign Multiple Staff Attendees
- Internal Appointment (Contacts)
- Internal Appointment (Leads)
- External Appointment
- External iFrame Form (Contact)
- SMS Notifications and Notification reminders
- Email Notifications and email reminders
- Reminder Notifications
- Send Early Reminder
- Access Logs
- Reschedule appointment (Mark as Ongoing)
- Email Templates
- SMS Templates
- Dashboard Today’s Appointments Widget
- All your appointments are shown and synced with your calendar
- Flexible date and time manipulation
- Email and SMS notifications
- Table Filters
Appointments Management System Screenshot
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