How to choose the best appointment reminder software

Need help reminding clients of appointments? Check out these resources to learn all about appointment reminder software and how to make the most of it.

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How to choose the best appointment reminder software

Resources

Transcript: Hi everyone this is Tyler with apto TOCOM and today we're gonna go through an overview and demo of the app Toto service let's get started when you log into your app Toto account this will be the main page that you land on this will be your appointments tab you'll see all of your connected calendars and all the appointments on those calendars you'll be able to see the date and time information of your events as well as the titles of those events in the participant info column you'll see who app todo will contact and where they'll be contacted and in this messages column any number you see next to this Bell icon reflects a number of messages that will be sent to that person any number next to this inbox reflects the number that have already been sent so at any point you can actually click directly on that drop-down to see exactly what messages were sent or will be sent in this case there aren't any matching messages for that one so for John Doe here we can see that he has already responded so no further messages will be sent out we can see... See more →

Key quotes:

  • "With an appointment app, your customers have access to a simple scheduling process where they can see the available time slots and reserve a time that fits their needs."
  • "Appointment apps often include data analytics tools so you can learn more about your audience, such as your most popular service or the busiest days and times each week for your business."
  • "The customer puts their information in while the app sends reminders and only schedules open time slots."
  • "Along with customer service and marketing, you also want an appointment app that can help oversee your team."
  • "It helps to have an appointment app that can support multiple users so other team members can see or change anything in the app as well as plan the employee schedule for the week or month."
  • "Although it is not a must, being able to integrate payment processing with your appointment app adds a new level to your customer experience and further reduces the labor required for your service business."
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Transcript: Hi this is Sean just wanted to drop a quick video on how to do appointment reminder campaigns so an appointment reminder campaign of course is a campaign that you would put in place in order to let people know that they have an upcoming appointment and also to confirm an appointment so we can kind of do two in one so in front of you here is an actual appointment reminder campaign let me walk you through it real quick and I'll show you how to put it together for yourself so the first step up is a confirmation step now you don't have to have a confirmation step it's optional but if you want one you basically just add whatever you want so in this case it's the email it's really basic just as hey your appointments confirmed and the important thing is you set it to be send immediately and what that will do is as soon as the appointment is booked this confirmation will go out now every other step or I have one at negative 48 hours of 40 hours before 24 hours before and two hours before make sure that whatever you do you'd... See more →

Key quotes:

  • "You’ll get 2X your sales process by allowing candidates to book meetings when it’s best for them."
  • "And it makes it easier for people to schedule time with you by reducing any unnecessary back-and-forth emails."
  • "As well as, many of these tools sync directly with your calendar and send out meeting reminders as per the time wise."
  • "You might want to have a drink or eat something before or after an event, adding extra time will allow you to do that."
  • "Daily limits — You can set the maximum number of meetings you want to have in a day."
  • "Set your schedules so that when the maximum number of meetings is completed, new appointments cannot be booked."
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Key quotes:

  • "How can you get your customers to book an appointment online? One of the easiest, quickest, and most effective ways to book more online appointments is by placing a “Book Now” button on the first page of your website."
  • "Hopefully you’re using software that allows you to customize your “Book Now” button."
  • "As such, email is an ideal platform to let them know that they can book an appointment with you online."
  • "Just like email, if you send out promotional messages or appointment reminders to your existing customers, then include your “book now” link."
  • "You can easily do this by placing your “Book Now” button on your Facebook page."
  • "Blogging is a great way to inform customers about the services that you offer and that you’re an authority figure in your industry."
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Key quotes:

  • "Online appointment scheduling software help companies empower the customers they serve by giving them the ability to schedule appointments at their convenience and also cancel them without a fuss if required."
  • "For businesses, such solutions provide access to all the appointments-related data in a unified platform, thus making it easier to use it to enable seamless internal processes, such as making a timetable for the staff, and more."
  • "And they can do just that with appointment scheduling software, which not only makes bookings extremely convenient, but also allows customers to reschedule, follow up, and so much more."
  • "Automated scheduling: It’s quite simple how this feature works — anytime a customer requests an appointment, the cloud-based appointment solution can almost instantly confirm or reject the meeting based on the availability of the requested time slot."
  • "Reminders for scheduled appointments: The next feature that makes online appointment scheduling highly beneficial is their ability to not only confirm dates via a variety of channels of communication but also send reminders later on."
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Key quotes:

  • "Put all your appointments in GoReminders, even the ones that don’t need scheduled email & text reminder messages."
  • "Put all your appointments in GoReminders, even the ones that don’t need reminders."
  • "Bonus: GoReminders automatically remembers the kind of reminder each client wants, so the next time you add an appointment it will still have None selected for people who don’t want reminders."
  • "Help your clients by making your custom appointment reminder message relevant, easy to read and to the point."
  • "Find “Confirm, Reschedule, and Cancel” in Settings if you want GoReminders to automatically insert appointment confirmation, cancellation, or reschedule instructions to the end of your appointment reminder message."
  • "Bonus: GoReminders is smart — if you choose to have 2 reminders sent at different times before appointments, the instructions will not be included in the second reminder if your client confirmed after receiving the first reminder."
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