CRM - Transact | Appointment Scheduling

Digitalize the end-to-end appointments journey from booking using mobile to attending using live video to auto-assignment to reports generation.

Allow self-serve booking of appointments with payments

Enable customers to easily schedule and modify service appointments using mobile. Give your end-customers full-control of their service appointment, allowing them to book, re-schedule or cancel. Attach a custom form to the appointment booking steps, so as to capture business specific data for appointment scheduling. If required, collect payment for the appointment during booking.

Configure appointment scheduler per your business needs

Configure list of services you offer, price of services, discounts, duration of slot, number of permitted appointments per slot, business hours, holidays, etc.

Configure multiple assignment rules to auto assign appointments

Auto-assign appointments based on available slots, skills, staff availability, groups, etc. Configure your holidays list, business hours, etc. Cater the booking workflow to your unique business needs. Leverage scheduling engine to provide the available appointment windows to end-customers.
Read More About No-Code Custom Apps & Workflows

Allow to attend appointments over live video or in-person

Allow users to attend appointments over a video call. You can choose to record the video call for future reference & compliance.

Auto-generate reports & invoice after appointment completion

Using document templates, easily generate customized service reports & invoice after the appointment is completed. Securely share these reports & invoice with customers on self-service portal & allow them to access the same at any time in the future.
Read More About Documents Generations

Configure auto-send of appointment reminders

Easily configure in the application how frequently you would like to send reminders for appointments. Accordingly, the system will auto-send reminders for upcoming appointments. The reminders contain a secured link, which users can use to attend appointment over video.

Generate custom appointment analytics

An actionable dashboard of your appointments helps you make the right choices for your business. Analyze and gain insight into your revenue growth. See which services are selling-and which ones aren't.
Read More About Custom Reports Builder

Allow users to seek support for appointments

While booking appointments or attending appointments, allow users to seek instant support using Live Chat, WhatsApp or Phone Call. Auto-respond 24/7 to messages across channels, get 360 view of users, route tickets across departments, & reduce service costs.
Read More About Contact Center Automation and Omnichannel Customer Service

Appointments Scheduling