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Appointment Manager (Custom App)

Efficiently Manage Your Time Using This Powerful Appointment Management Software

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COMMUNICATION AND BUSINESS PRODUCTIVITY

Zoho Workplace provides small businesses with an affordable and effective solution for communication and collaboration, improving their productivity and competitiveness.

Custom Business Apps

Tailor-Made Apps That Perfectly Cater To Your Unique Needs

Appointment Manager Overview

Intelligent Appointment Scheduling, Automatic Reservations, and Additional Features

Say goodbye to tedious manual appointment scheduling. Our appointment planner streamlines the process, making it easy for customers to book online. Provide them with all the necessary information about the service and let them schedule in advance.

Stay Informed

Our comprehensive dashboard gives you an overview of booking trends, upcoming appointments, and staff details, so you can always stay informed of your employees’ availability. Additionally, the built-in booking form allows clients to easily schedule appointments, even on short notice.

Evaluate the Effectiveness of Your Business Operations

Measure your employees’ popularity among customers by viewing appointment trends represented in color-coded charts, organized by employee or service offered.

Give Your Customers More Control

With this appointment tracker, customers can easily plan ahead by scheduling appointments well in advance, and make adjustments by canceling or rescheduling with just a click. Clear and accessible employee work hours and availability listings enable customers to make informed decisions.

Establish Automatic Alert Systems

Stay on top of appointments by sending email and push notifications to employees and customers for confirmations, reschedules, or cancellations.

Measure Customer Contentment

Gather feedback on employee and service fulfillment by including rating forms. Use these insights to evaluate employee performance by creating detailed reports that track trends over time.

Avoid Missed Appointments

Provide your staff with a dedicated portal that displays their upcoming appointments by time and sends them notifications for their next appointment.

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Project Outline

The Zoho Creator application requires configuration and customization to match you and your company’s needs. Here is a quick outline of the steps required in the implementation of this application.

1. Requirements Gathering

Gather and document your specific requirements, including your business processes, workflows, and any specific functionality you require.

2. System Configuration

This will involve setting up all aspects of the application, user accounts, configuring integrations with other systems, and configuring security settings.
The information gathered during the Requirements Gathering will be beneficial here.

3. Custom Changes

Using the previous steps for guidance, this includes adding custom fields and values, user interface optimization, and testing the application.
Once the initial application changes and/or updates are completed, you can request any further changes you want to see in the final product.

4. Implementation

This includes installing and configuring the cloud-based software, testing the login process on different devices and reviewing the training material with your staff on how to use the application.

5. Support and Maintenance

This may include troubleshooting and resolving any issues that arise, providing updates and upgrades, and ensuring the application is running smoothly.

6. Review and Feedback

The last step is to review the solution with you and your team and gather feedback to identify areas that may need to be improved.

"Proper planning and implementation of a software application is the foundation for its success."

Scope Of Work

The software apps are cloud-based and run on current web browsers or the iOS /Android app on your smart phone or tablet. It requires only an internet connection. There no local installations or further IT costs for hardware, software or personnel.

1. Setup and Configuration

We will get the application setup and ready to go.
It can be used live at this point.
It is more like a wireframe, before configuration and customization, which comes next in the Planning phase.

2. Planning and Data Collection

We will discuss the initial setup, the configuration and customization needed for your business, and the training prescribed.
This, along with data collection, is initiated using an online form for you or your team to fill in, along with online meeting discussions.

3. Customization and Testing

We will implement the configuration and customizations required based on the planning meetings.
Testing.

4. Training

We will provide online remote training with you and/or your staff.
We also provide training manuals.

5. Documentation

We will document the entire project, including planning, work and training, and it will always be available in our Customer Portal, which you can log into any time.
Our Customer Portal contains all of the products, services and projects you have purchased from Business Growth Success.

6. Hours Budget

We need to control the scope of the project or it can go into many different tangents lasting many hours not covered in the pricing.
The hours budget for all of the customization and testing, training, and documentation sections is 8 hours.
If further hours are desired outside of the scope of the project, they will be billed in addition to the purchase price at our hourly rate. See the Pricing section.

7. Timing

Timing will be discussed during the project planning, but generally the project can be finished within one or two weeks, depending on the amount of customization required and scheduling availability.

8. Location

All work is done remotely and meetings are accomplished virtually using software provided by Business Growth Success.

9. Support, Maintenance and Updates

Once the project is completed, we will take care of regular updates and maintenance, as well as support for issues on our end.
After completion, new support, additions and modifications for your team is billed at our regular hourly rate of $125 USD per hour.

Pricing

[A] Software: pricing is based on the pricing table from Zoho Corporation (see examples below).

[B] Project Services: pricing includes setup, configuration, planning, data collection, customization, testing, training, documentation, support, maintenance and updates in accordance with the Scope of Work section above..

[C] Additional Services: if further hours are desired outside of the scope of the project, they will be billed in addition to the purchase price at our hourly rate of $125 USD per hour. To keep the price low, we work remotely and automate a lot of the entire process. We will always have discussions and training via online meetings.

[D] Project Services Price: $1,850 USD

[E] Terms: before initiating the project, we require an initial 50% deposit on services of $925 USD, the balance is due on completion.

Application Manager

Software

To Be Purchased

Directly From Zoho

$ Monthly

OR

$ Annually

We can discuss Zoho Software purchasing once you are on board after purchasing the 50% deposit on project services (see pricing to the right).
To see Zoho software pricing from the Zoho website, click here: Zoho Creator Pricing
To see the Plan Comparison, click here: Zoho Creator Plan Comparison

Get Started - Pro Plan - Annually$990/year + $799 one-time setup USD - 2 Months Free!

Application Manager

BGS Services

Implementation Services

Are Purchased Here

50% Deposit

$925 USD

Application Manager Implementation full project cost is $1,850 USD, so 50% deposit on services is $925 USD.
Project includes setup, configuration, planning, data collection, customization, testing, training, documentation, support, maintenance and updates.

Get Started - Appointment Manager50% Deposit - $925 USD

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