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5 Customer Service Complaints Solved by User-Friendly Booking Software

When it comes to successfully running any business, most roads lead to customer satisfaction.

This is even more true for small businesses. When your business runs well, your customers and clients are usually happy. When things get bumpy, customer satisfaction tends to drop.

In many ways, customer satisfaction is a great way to measure how well your business is doing—no matter how complex your operations become. It’s really that simple. But as you already know, “simple” doesn’t necessarily mean “easy.” 

The good news? There is a single solution that can fix multiple issues, make your customers happier, and help your business grow.

That one thing is user-friendly booking software. It’s a powerful way to turn many common customer complaints into positive customer experiences—instantly.

What does user-friendly really mean?

If you’re unfamiliar with the term “user-friendly,” don’t worry. You don’t need to be a computer expert to understand what it means.

Simply put, websites or software are user-friendly when they are easy to use. They feel simple—and getting things done is intuitive. You can quickly accomplish what you need to do without a lot of guesswork.

Put another way, have you ever visited a website and found it difficult to use? Maybe the design made it feel confusing. Or the language and instructions weren’t clear. Whatever the reason, you had to struggle to do what you went to the site for in the first place. All of this is the OPPOSITE of what it means to be “user-friendly.”

Fact is, when the experience with software or a site is difficult to navigate, customers tend to be less satisfied with that business overall. The same goes for the software your staff and customers use.

You can think of your booking software as a digital front-door to your business. A good experience there sets the tone for a great experience overall—and leads to more customer satisfaction, a boost in appointments, and opportunities for your business to grow.

As a bonus, user-friendly booking software can deliver more than happy customers. It can make things easier, more streamlined, and efficient for you and your staff—so you can focus on delivering the best service and experience possible!

And while each small business is different, turning customer complaints into customer satisfaction is key to every business’s success. So let’s look at the top five customer complaints and pain points user-friendly booking software can fix—and turn those frowns upside down.

Customer Pain Point 1: Confusing Online Booking

You never get a second chance to make a first impression, and a confusing booking process can quickly turn off potential clients—leading to abandoned bookings and a tarnished first impression. The crux of the issue lies in a design that doesn’t make things easy for your customer—and forces them to jump through unnecessary hoops. The result? They get frustrated. Or worse, they disengage completely.

Consider a scenario where a client visits a booking website, only to be greeted with a cluttered look, vague instructions, and a confusing path to finalizing their appointment.

Just ask the parks department of West Covina, California. They needed a simple, streamlined solution to let visitors register and spend time at their many parks and natural areas.

With a tight, six-week deadline, West Covina was able to implement, learn and fully utilize their DaySmart booking software solution.

The result? Since launching their booking software, West Covina has seen a 10% increase in revenue, more happy customers, and improved communication for their staff.

As Mike Cresap, the Public Services Superintendent of West Covina said, “Customers are doing a lot of things themselves, saving staff because most of the work is done online.”

Implementing user-friendly booking software can transform your customer and client experiences, because intuitive navigation, simple forms, and clear messaging ensure clients can book appointments with ease and confidence—and have a better overall experience.

Customer Pain Point 2: Long Waiting Times

Extended wait times, whether experienced over the phone or during in-person interactions, significantly contribute to customer dissatisfaction. In an age where time and attention are precious commodities, you can’t underestimate the importance of respecting your clients’ time.

To see the impact user-friendly booking software can have, look no further than the Louisiana Office of Motor Vehicles (OMV). In the very first year of implementing DaySmart Software, they maximized operations across their offices and minimized customer wait times—to serve 780,000 people.

User-friendly booking software saves your customers’ time and doesn’t feel like a chore to use. Real-time scheduling lets them select the appointment that works best for them without the need to wait on hold or in a physical line.

And if your customers prefer, they can even schedule appointments using two-way texting. The same goes for appointment reminders. It’s all about letting your customer interact with you when and how THEY want to. It shows you respect their time, and if you respect your customers’ time, they’ll know you value them—which leads to a better experience, higher satisfaction—and more repeat business.

Plus, with easy online booking and appointment tracking, you’ll be maximizing the value of your own time as well!

Customer Pain Point 3: Lack of Real-Time Schedule Information

The cornerstone of an efficient online booking system is its ability to provide real-time appointment availability to clients. By doing so, customers can make plans with greater confidence, relying on up-to-date, accurate information.

For Nikki Budaj at Scrubber’s Dog Wash in Michigan, installing and using booking software at all her locations has not only helped her staff and customers—it’s helped her business grow.

In her words, “All our groomers can see what their schedule is for the next day. Since we added online booking to our website, we’ve been able to gain new customers. I knew DaySmart Pet was the software for me, and it has paid for itself.”

When your customers—and staff—have access to real-time information, they’re empowered to make informed decisions. Customers can book appointments—and staff can track and confirm them—effortlessly.

Customer Pain Point 4: Inefficient Appointment Reminders

Without efficient reminders, missed appointments, last-minute cancellations, and scheduling miscommunication can become overwhelming problems very quickly. As a result, daily disruptions, revenue loss, unhappy customers—and stressed employees—will all follow.

With user-friendly booking software, automated appointment reminders can not only reduce no-shows and cancellations, but also make it easy for your staff to track visits.

Whether via email or two-way text, automated appointment reminders can keep your clients informed so they aren’t caught off guard. It helps them have a better experience—and makes it easier for them to plan their time—and stay on schedule. It decreases the chance of a forgotten or missed appointment—which can lead to a longer wait time to get back in to see you.  

Dr. Donita McCants opened her mobile practice, Veterinary Concierge Services, in 2021, and her story offers a compelling example of how appointment reminders can help a business—especially because it’s her staff that visits patient homes (rather than patients coming to her office).

In her words, “Anything that saves us time is crucial.” And solutions from DaySmart help her team “stay on track by not missing out on important calls and reminders that we need to make.”

User-friendly booking software can fix this customer complaint by automating appointment reminders. So your customers and clients get timely notifications to help them stay organized—and are less likely to miss or cancel appointments.

Customer Pain Point 5: Limited Payment Options

Many small businesses don’t think about customer dissatisfaction with their payment process. Because it’s very easy to chalk up limited or outdated payment options as something you just have to live with. But customers notice everything, and this overlooked issue can lead to a bad experience.

Limited payment options can cause many issues, and result in confusion and inconvenience at checkout. It can lead to a slower checkout process and long waits, throwing your customer off schedule. So even if your customer has a great experience with your business, those final moments of checkout can detract from their feelings overall.

Plus, a stable, reliable and efficient payment system also offers your customers peace of mind, knowing their payments and personal information are safe and secure. With all the errors and security issues surrounding other payment systems, your customers will appreciate knowing that your business protects their privacy.

Urban Style Hair Salon in Wisconsin has served customers for more than seventeen years. Like many salons, when pandemic restrictions were lifted, they faced an uphill battle to regain their customer base and deliver a great experience despite new rules and protocols.

With DaySmart Software already in place, their transition back to business was easier and more seamless. While text and email reminders for appointments minimize missed or cancelled visits, automated payments save owner Denise Mackey-Natz, her staff—and their clients—time and hassles.

When asked, Denise said, “What I really love about the software is how efficient and thorough the automated payment processing is. Everything is connected with it; if I run a credit card, it goes right into the system without delays or problems. And the program enables me to complete payroll in about five minutes. I’ve had so many accountants try to convince me to switch to their services, but this is a better program than anything they have.”

Integrated payments partnered with user-friendly booking software can simplify the ENTIRE customer experience—from setting an appointment to final checkout. With more options— including chip cards, contactless cards, Apple Pay, Google Pay, and online payments—you’ll be offering a smooth, hassle-free conclusion to your customers’ experience. So they’ll leave your business happier and more satisfied—and more likely to come back soon.

In the end, user-friendly booking software can solve many major customer complaints.

And what does that mean for you? Happier customers, more efficient staff—and more chances for your business to thrive.

The journey towards enhanced customer satisfaction and streamlined operations is important for any business—and user-friendly booking software can help. By addressing common customer pain points and complaints—such as confusing booking processes, long waiting times, lack of real-time availability, inefficient appointment reminders, and limited payment options—this technology can be a catalyst for positive change and spark growth.

Fact: Businesses that embrace user-friendly booking software not only improve their efficiency, but also make it clear that client satisfaction is their priority.

This strategic approach will pave the way for sustained growth, allowing you and your staff to focus on your core offerings—while ensuring your clients and customers remain deeply engaged.

What business doesn’t want happier clients, improved efficiency, and a platform for growth? The benefits of incorporating user-friendly booking software into your business puts this all within reach.

To explore software that can transform your customer service experience, visit DaySmart Solutions—or simply book a demo today and see exactly how we can help you. Embrace the future of your business operations with confidence, knowing that your clients are in good hands!

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Integrated Payments: 5 Things Every Business Owner Should Know  https://www.daysmart.com/blog/integrated-payments-for-your-business/ Tue, 26 Mar 2024 18:27:59 +0000 https://www.daysmart.com/blog/integrated-payments-for-your-business/ Integrated Payments: 5 Things Every Business Owner Should Know  Owning and operating a business is more complex than ever. In ...

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Integrated Payments: 5 Things Every Business Owner Should Know 


Owning and operating a business is more complex than ever. In addition to delivering the best for your customers and clients, competition gets fiercer all the time. You want to grow, but you also may not have all the resources, time, and team it takes to stay one step ahead.  

Incorporating integrated payments with your business is a way you can stand toe-to-toe with the biggest players in your market, and it’s simpler than many business owners expect.  

The fact of the matter is, if you aren’t incorporating a modern, seamless payment system in your business, you run the risk of falling behind.  

The good news? It’s not too late to get up to speed.  

The better news? Getting started right now can be simple, and the benefits of integrated payments can deliver exponential opportunities for growth, differentiation from competitors, and an exceptional experience for your clients and customers.  

Read on to understand why customers today expect—and deserve—the simplicity and seamless experience integrated payments deliver. You’ll understand not just why your business should utilize integrated payments—but also the dangers of not using it.  

Finally, you’ll learn practical steps to implement integrated payments, and hear from business owners who took the plunge—and reaped the benefits.  


Let’s dive in and explore everything you need to know about integrated payments and why they are fundamental to growing a successful business.  

Start by understanding what integrated payments are—and what they are not.

The easiest way to explain integrated payments is this: it’s a way to handle payment processing for small businesses. But beyond simple point of sale transactions, it’s a system that enables you to accept electronic and card payments, and works directly with your business management software.  

It’s not just about making checkout easier. It can help streamline many of your business operations and give you more opportunities for growth.  

  • Simple Payments: Clients can pay for services and products directly through your website, app, or in your store. That means a faster, easier customer experience that’s consistent online, offline, or on the go. 
  • Inventory Management: Every transaction can automatically update your business’s inventory. So keeping track of what you have in stock—and what you need to order—is simpler than ever. 
  • Data Insights: See what’s selling, and what’s not. Gain insights into what your customers and clients want more of—and make informed decisions that translate into growth. 

For fitness centers, this could mean managing membership payments, and seeing what classes your members want more of. For a vet, integrated payments can help you understand patient lifetime value—and clearly track revenue per visit. For a spa, it could result in streamlined bookings and staffing—and more satisfied clients..  

No matter what your business offers customers and clients, integrated payments can make your systems run more smoothly.  

And while some small businesses may want to avoid credit card processing fees, but it’s important to look at the big picture. When you look at all the benefits to your business and your customers, a small percentage of revenue going to card payment processing companies won’t seem like a roadblock.  

Beyond transactions, integrated payments help small businesses understand sales trends, provide better service, and put you on equal footing with the largest players in your market. Plus, by making your payment process more efficient, you can focus on what you do best: making customers and clients happy. 




Fact: Your customers will notice if payments aren’t seamless and simple 

Right now, your clients and customers expect the same convenience and efficiency from you that they experience from companies like Amazon, Spotify, Venmo and their bank. If you don’t believe you are competing with the Amazons of the world, let’s stop for a moment. Imagine a new bank was launching. How well would this bank do if they didn’t offer online payments, EFTs and full service in their app. What if they didn’t offer customers a debit card? Imagine if deposits and withdrawals meant having to go to their branch, stand in line, and wait for a person behind a glass to help you.  

Obviously, this bank wouldn’t attract much business.  

Customer expectations of seamless efficiency across all kinds of businesses is often referred to as “Amazonification”. It means that service, speed, convenience, and attentiveness have become the norm across many industries. It also means small businesses must adapt by implementing integrated payments to meet these expectations—and not fall behind. 

And if you think it’s just about credit cards, think again. Online payments and mobile payments make up a huge percentage of transactions. In fact, a recent study stated how forecasts show the total transaction value by the end of the year will be $6.68 trillion. $4.195 trillion will come from Digital Commerce and $2.489 trillion will come from Mobile POS Payments. 

If this all sounds intimidating, take a second and relax. It doesn’t mean you have to be as big or complex as Amazon. Far from it. By adopting integrated payment solutions, your business can offer the same level of seamless service as the best businesses on earth. It’s what your clients expect. It’s what they deserve. And it’s what you can offer thanks to integrated payments.  

Reduce errors, save time and increase growth with payment processing for small businesses 

Any and every business can benefit from simplified transactions, efficient scheduling, and more accurate financial tracking.  

The right system will do all the hard work for you and your team—and make running your business easier. 

  • Save Time: Automated processes reduce hours wasted on manual data entries, allowing you to focus more on service, quality, and growth. 
  • Increase Accuracy: With integrated payments, the risk of errors goes down significantly, ensuring accurate bookkeeping and records. 
  • Deepen Security: Enhanced security features protect both you and your clients from fraud—providing more peace of mind. 
  • Avoid Costly Chargebacks: Reduce your risk of financial repercussions from chargebacks to your business. 

Whether you need to automate recurring payments, make POS transactions easier, increase customer trust or just have fewer administrative headaches, integrated payments can deliver the solutions you’re looking for. 

With integrated payments, the efficiency, security, and convenience create a win-win-win scenario for you, your employees, and your clients. 


A hard truth: Without integrated payments, your business will fall behind 



We’ve talked about how integrated payments can be a game-changer for small business owners—significantly saving time and money while delivering a better customer experience. Now let’s discuss the hidden costs of NOT using integrated payments. The price can be steep—and really hurt your business. 

Not incorporating integrated payments means wasted time, lost opportunities and a higher cost of doing business. Manual transactions, ordering, and scheduling will all be more inefficient and time-consuming.[Text Wrapping Break][Text Wrapping Break]Without integrated payments, transactions will always be slower and inventory management will be harder. The risk of error increases—so staff satisfaction and performance can suffer. That means worse service, increased hassles, and unhappy customers.  

Remember the bank we talked about earlier? It wouldn’t stay in business very long.  

Increased competition. Steeper customer expectations. Supply chain issues. Whether it’s missed salon appointments, lapsed gym memberships—or just not offering the treatment a client is looking for in your spa—things are hard enough today for small businesses to survive and thrive.  

And the sad truth is that many don’t. Not incorporating integrated payments with your systems could be the difference between growing your business—or closing up shop.  

But take a breath. If you’re a small business owner who understands the value of integrated payments to you and your customers—but doesn’t know where to begin or what to choose—getting started is not as difficult as you may think.  

The best small business payment processing choice for you: A practical guide to getting started 

It’s no question that integrated payments are a smart move for small business owners, The next question is this: which solution should you choose?  

Every business is unique—with its own challenges, expectations, and goals. So choosing the right integrated payment system is as important as the decision to use them in the first place.  

To start, ask yourself what kind of transactions you need to process. Do you need to manage recurring payments like gym memberships? Are retail products integral to your bottom line—like a salon’s hair products? Do you need transactions to sync with patient appointments and records for veterinary visits?

  



Choosing a system designed with your specific business type in mind will eliminate a lot of challenges and headaches. Many one-size-fits all payment systems force owners to settle for what they offer everyone—without customizing the solution to specific business needs.  

Think of it this way: It’s not about choosing the best payment processing for small business. It’s about choosing the best payment processing for YOUR small business. 


The best advice? A system designed for your business will be easier to implement and deliver more benefits than an off-the-rack offering.  

That’s where DaySmart can help. Our entire mission is to develop and deliver software solutions designed for specific kinds of businesses, so it’s easier for you to thrive and grow.  

We appreciate that a doggie daycare is different from a body art studio. That a day spa faces challenges a veterinarian doesn’t—and vice versa. A one-person barber shop has different needs than a small chain of mani-pedi salons. That’s why our integrated payment solutions are tailored to your business.  

How to begin?  

  1. Visit DaySmart.com: Explore the website to understand how integrated payments can benefit your specific type of business. 
  1. Explore Your Solution: DaySmart offers different solutions for different industries. Find the one that best fits your business needs. 
  1. Get in touch with a DaySmart Expert: Learn more about DaySmart Integrated payments and if it’s the right fit for your business.

If you want to be more efficient, have fewer administrative hassles—and enjoy more opportunities—DaySmart integrated payments can help.  


Learn from other business owners who’ve been there 

You don’t have to look too far to find small business owners who are glad they’ve made the switch to integrated payments.  

Jason Anderson of Wet Paws Mobile Pet Grooming sees value from integrating his payment system with his scheduling and customer data—and the ability to store and track customer cards for easier payment simplifies everything. As Jason explains, “Since we are 100% mobile groomers, we use the app exclusively…Do I want five platforms to manage and keep in sync, or just one?” 

Ursula Augustine, owner of Ursula’s About Phace Rittenhouse Makeup Studio was able to concentrate on delivering the best service to her clients instead of getting bogged down in complicated systems not suited to her business. In addition, Ursula said,  “I’m not great with technology, so it’s reassuring to know that I can always call in and have a human being help me with an issue.” 

Having a seamless integration of payments also helps Public Services Superintendent, Mike Cresap at Plano Sports Authority, manage his parks and recreation center. “In 2010 over 85% of our administrative work was done face to face, requiring staff to explain programs, review schedules/locations, register users, and take payments. Today less than 15% of that work is done face to face. Using the DaySmart Recreation customer portal. Users can research programs of interest, consider a schedule that suits their lifestyle, then register and pay, online.”  

Making the switch to integrated payments is a smart move for any small business. An even smarter one? Choosing a system that’s part of a complete, seamless suite of software that helps you run every aspect of your business—and is designed especially for your business’s unique needs.  

The bottom line? Integrated payments are essential for any small business to succeed 

We hope you’ve learned more about the benefits of integrated payments. How it can deliver a better experience for your clients and customers—and how it can make transactions, inventory, bookkeeping, and customer management easier for you and your team.  


And more than just learning WHY integrated payments are a smart decision for any small business, we talked about what to look for in yours—and outlined some steps on HOW to get started.  

Know this: it’s never too late to make the decision to incorporate integrated payment processing with your business. 

What’s more, integrated payments will help level the playing field between you and the biggest companies on earth—and it’s easier than ever to launch.   

Think of the bank we imagined before. The one that doesn’t offer electronic transactions, debit cards, or an app to manage customer accounts. Ask yourself: is that a bank you would want to do business with? Now think of your customers. If you don’t offer integrated payments to make things more convenient for them—your competition already does.

Want to learn more right now? Fill out the form to get a demo of DaySmart Payments integrated with a software solution built for your business!



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The Best Booking Software for Small Businesses in 2024 https://www.daysmart.com/appointments/blog/best-small-business-booking-software/ Mon, 25 Mar 2024 13:36:56 +0000 https://www.daysmart.com/appointments/?p=935 The Best Booking Software for Small Businesses in 2024 Like the season, the requirements to successfully run a small business ...

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The Best Booking Software for Small Businesses in 2024

Best small business booking software

Like the season, the requirements to successfully run a small business will constantly change. One of these impossible-to-ignore requirements? Finding the right booking software for your business. You know, one that’s easy to use, adaptable, and serves your needs as a business owner. 

Implementing small business appointment software brings a myriad of benefits, many of which we’ll explore in this guide. Plus, we’ll help you determine what software features your small business can’t live without in this day and age, and help you make the best choice for your unique business needs.

What is Small Business Booking Software? 

Small business booking software is a centralized tool that collects and stores crucial data that will be used for scheduling purposes. This software provides 24/7 access to your business calendar, allowing for seamless and automated appointment booking.

Essentially, it’s the kind of platform that helps your business function, brings new clients in the door, and improves your relationship with existing customers! These booking tools often operate on cloud-based platforms, making appointment and client information easily accessible no matter where you are. 

When running a small business, keeping things simple to use and easy to access is always ideal. You don’t want a headache accessing the basics for your new potential customers, do you?

Benefits of Using Booking Software for Small Businesses 

A great way to increase the overall efficiency of your business and, through that, grow your bottom line is to use appointment booking software. These solutions use cloud-based technology to improve the effectiveness of booking appointments in small businesses and increase the chances of clients coming back. 

Don’t all customers love a well-oiled machine? Here are some key benefits.

Streamlined Business Operations

Wouldn’t it be nice to have all client information and communication in one place?

Use small business booking software to give your appointments a central home to organize a workflow. Booking software helps you make sure that everything you need is kept in the same place, and it significantly reduces human errors and the risk of something getting lost along the way. The best part? Booking software actually enhances efficiency. Eliminate the need for manual tasks usually associated with scheduling by having a centralized platform for managing appointments and reducing administrative workload to ensure a more efficient operation. Automating the process significantly reduces the likelihood of errors, ensures accurate scheduling, and minimizes the impact of administrative mistakes.

customer satisfaction

Increased Customer Satisfaction

How much time do you wait for a human to respond to requests?

Having convenience and accessibility for clients right at their fingertips means that they are more likely to have a better overall experience. People want to be able to go, go, go. Being able to effortlessly schedule appointments whenever they choose and receive automated reminders eliminates the need to wait for human response and leads to higher customer satisfaction and loyalty. 

Skyrocket Your Revenue

No-show appointments can be a significant challenge for small businesses, leading to lost revenue and operational disruptions. Using streamlined booking software, you can reduce no-shows through multi-touch automated email and text reminders. Imagine never having to send a manual email reminder again. Talk about reclaiming your time, maximizing appointment capacity, and finally you can ensure a steady flow of clients. Ultimately, this contributes to increased revenue for your small business through consistency, clear communication, and repetition, ensuring your customers know exactly where and when to be at their appointment.

Automated Scheduling

Say goodbye to the hassles of manual scheduling and embrace automation in your business. It is the automation revolution, after all! 

By using booking software, you can manage appointments while you sleep, which means that you can finally make better use of your resources and time and maybe catch a few extra ZZZs. Efficiency is the key to success for small businesses looking to scale the smart way, and appointment booking solutions play a huge role in enhancing operations and reducing overhead and staffing costs. How many wasted hours are spent on routine tasks like sending out appointment reminders? What else could you be doing with that time? By automating routine scheduling reminders, businesses can allocate more time and resources to other essential activities, like boosting productivity and allowing more time towards other business goals.

Get Real-time Updates on Appointments

Know exactly who’s on your calendar and what they need by staying in the loop with real-time updates on your appointments, cancellations, and reschedules. Plus, by being aware of your schedule, you can quickly adapt to changes in your appointment flow, maximizing free time and minimizing disruptions to your daily life. 

Seamless Integrations to Your Favorite Systems

Integrate your booking software seamlessly with other essential tools and platforms in your small business. With various integration options available, like syncing with your calendar or CRM, seamless integrations enhance your overall business management experience.

online payments

Accept Online Payments 

Your clients don’t need another system to navigate, and honestly, do you? Allow convenient and hassle-free online payment processing to enhance your client’s experience with a fully-integrated solution. Integrated, online payment processing allows you to create a seamless checkout experience online, in turn saving time, eliminating double data entry, strengthening security, and streamlining workflows.

Incorporating booking software into your small business isn’t just a technological upgrade into 2024; consider it the boost that your operations, client relationships, and you need.

Different Types of Booking Software for Businesses

There are different types of booking software, each with different capabilities that cater to specific business needs. Understanding your needs and these differences is non-negotiable in selecting the best-fit software for your business. 

Here’s a closer look at each type of software:

Devices

Desktop Applications

Installed on local computer hardware managed by the user, desktop applications offer customization and control, making them ideal for some businesses, especially those in one geographical location or with certain kinds of privacy requirements. While this type of software is available, these days, businesses tend to lean more heavily on cloud-based solutions for accessibility and growth. 

Web Applications

Web applications provided by third-party service providers offer remote access, collaboration, and flexibility. Businesses looking for convenience and the ability to access booking features from different places can benefit from these cloud-based solutions.

Mobile Applications

Designed for individuals on the move, mobile scheduling applications are accessible on smartphones. These applications offer scheduling and managing appointments anytime, anywhere, making them ideal for businesses on the go. Some options even offer a mobile solution to pair with their web-based product.

Key Features to Look for When Choosing a Small Business Booking Solution 

When choosing the best booking software for your small business, identifying features you can’t live without is paramount. The best choice will align with your business needs while providing the perfect platform for productivity. Here are a few features other small business owners state are must-haves in an appointment scheduling solution:

24/7 Online Bookings

Give your clients some power with the freedom to book appointments at their convenience. A round-the-clock, online scheduling solution allows clients to schedule appointments whenever it suits them best, day or night. This 24/7 availability caters to diverse schedules and time zones, accommodating a broader clientele.

Customized Reminders

Combat no-shows and enhance client services through customized reminders. A reliable booking system should offer flexibility and reduce the likelihood of missed appointments. This supports a more loyal customer base.

Real-time Reporting

Gain insight into your business operations with real-time reporting. Get help with the tough task of identifying issues and making decisions. Find software that includes this to get a helping hand for the efficiency of your small business.

Keep in mind these key features to ensure that whichever booking software you choose becomes valuable and contributes to the success of your small business.

Top 10 Best Booking Systems for Small Businesses (Updated 2023) 

DaySmart Appointments

DaySmart stands out as a leader in small business booking software with its well-rounded array of features. With 24/7 booking access, calendar management, automated customer reminders, and real-time reporting, this is an ideal solution to all those nitty-gritty details humans can overlook. 

Maximize your schedule by allowing clients to book at the most convenient time while preventing double-booking. These features combine to maximize efficiency and the client experience while reducing no-shows. Plus, automations reduce risk of human error and offer insights into how your business is performing by using data. 

By offering different tiers of pricing – starting at $99/month – DaySmart provides flexibility and customizable options to fit the needs of your business. Offering a fully customizable option means that DaySmart grows with you as your business needs change. 

Leadmonk

Leadmonk offers scheduling with different options for the type and duration needed. It automates payment collection and administrative tasks and sends out automated appointment reminders. Leadmonk also provides rescheduling options. Starting at $16 per user per month, Leadmonk offers a custom solution for small business owners that grows as needed. One downside? Leadmonk is geared towards selling and prospecting, so those looking for more operationally focused appointment scheduling may be disappointed. 

Calendly

Calendly booking solutions include link sharing and in-depth reporting, CRM integrations, website booking, lead routing, and customizable meeting workflows to enhance your scheduling experience. Calendly offers a free version for simple features, which allows one event type per person, but pricing increases based on your needs and the features you desire for your business. 

Acuity Scheduling

Acuity Scheduling focuses on automated booking, offering the Emerging plan for $16/month for new business owners. A simple, cross-industry solution that works well and hits the budget needs of many business owners, Acuity also offers online self-scheduling, customized availability, multiple calendars, maximum number of appointments, and recurring appointments. Plus, it integrates with Square, Stripe, and Paypal. 

SimplyBook.Me

SimplyBook.Me allows you to accept online bookings, receive notifications through SMS and email, and accept payments, and includes integrations to provide the easiest booking experience. Plans start with basic features at $0/month. For more features, there are more plans to determine what you need. No matter which plan you choose, you can access scheduling, service assignments, recurring appointments, and a responsive design for mobile phones. 

Appointlet

Appointlet offers the ability to share your availability through a simple link. Manage existing meetings, cancellations, and rescheduling effortlessly with the features designed to streamline your process. Add a scheduling page to your website to make it easier to draw in clients and increase revenue. To get access to the simplest yet essential features, Appointlet offers a free plan. For more advanced features, different options are available. 

Square Appointments

Use Square Appointments to enjoy a free online booking website, automated reminders sent to text messages and email, and contactless payments with a card on file. Business owners can create customer profiles, notes, and transaction history to keep track of all those tiny details. Plus, each employee has access to individual accounts to make it easier for you to manage staff. Square Appointments offers a free plan for basic needs, but for more depth, monthly fees can quickly mount, plus you’re locked into Square’s payment processing.

Book Like A Boss

Book Like A Boss is designed to help you do just that. Create custom booking pages, utilize a comprehensive booking calendar, and manage transactions through online payments. With a user-friendly design, dashboards are easy to manage on the go, giving you complete control over appointments and customer interactions. Prices start at $8.33/month.

Zoho Bookings

Zoho Bookings simplifies the meeting process by juggling all the actions accompanying scheduling, automating the process with embeds, and synchronizing with your calendar to share your availability effortlessly. The free plan allows users to start sharing availability, previewing the appointment scheduler, and choosing from multiple languages. 

Google Calendar Bookings

Google Calendar Bookings boasts a host of features designed to make business scheduling easier. Communicate with a custom and secure business email and host up to 150 participant video meetings. Plus, Google’s storage capacity, starting at 2 TB and increasing up to 5 TB, helps make sure that essential documents are kept safe from being misplaced. Starting at $6/user/month, with a 1-year commitment, gain access to essential features such as a custom secure business email. For more advanced needs, consider the other pricing options for comprehensive solutions. 

ClickUp

ClickUp is designed to help manage team meetings by providing access to features designed to give a helping hand with task management, featuring customizable tasks and the opportunity to tailor your workflow to your specific needs. The platform supports detailed project planning with nested subtasks and checklists, allowing expert organization and information at your fingertips with just the “click” of a button. Connect your favorite tools with seamless integrations and reduce stress by sharing information with your team members. Clickup’s free plan includes basic features. For more tailored features, there are variable price plans with additional features to make it easy to grow your team and your software. 

Why Should Small Businesses Use an Appointment Booking Solution?

When you implement an appointment booking solution in your small business, there are many advantages, from transforming your operational landscape to contributing to the overall success and accountability of your goals as a business. You can’t go wrong with this pivotal piece of infrastructure in your business lifecycle, but now it’s time to choose carefully what software will be your partner in that success. 

Remember, adopting appointment booking solutions is an inevitable strategic addition to your small business, providing a comprehensive solution to common challenges. Truth be told, this may be a required step in your growth and scale as you serve more customers. From streamlining operations to minimizing errors, enhancing customer communications, and overall satisfaction with your service, these solutions contribute to your business’s efficiency and success as a small business in a competitive marketplace.

Choosing the Best Booking Software for Your Small Business 

Ready to take the next step in scaling your small business with booking software and take the headache out of staying accountable to your customers? Utilize this guide to simplify choosing a solution that aligns with your appointment booking needs. Ask yourself, what will best serve you in this stage of growth and the next? Remember to consider your small business goals when selecting booking software and to choose your next investment thoughtfully.

This comprehensive guide aims to empower small business owners to make informed decisions about their booking software, paving the way for enhanced efficiency and success in 2024 and beyond. If you’re ready to take your small business to the next level, start exploring the features offered by these top booking systems today!

And if you’re ready to get started, request a demo of DaySmart Appointments here.

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3 Reasons Why Clients Aren’t Booking with Your Business and How To Fix It  https://www.daysmart.com/blog/3-reasons-why-clients-arent-booking-with-your-business-and-how-to-fix-it/ Wed, 13 Mar 2024 19:40:37 +0000 https://www.daysmart.com/blog/3-reasons-why-clients-arent-booking-with-your-business-and-how-to-fix-it/ 3 Reasons Why Clients Aren’t Booking with Your Business and How To Fix It  There’s nothing like seeing a full ...

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3 Reasons Why Clients Aren’t Booking with Your Business and How To Fix It 



There’s nothing like seeing a full calendar of client bookings. Busy periods of your schedule mean you’re at the top of your game, your employees are giving their all, clients are happy, and revenue is rolling in.

 But what do you do during the slow periods when you open your schedule and see a whole lot of nothing? To help, we’ve got three reasons why clients aren’t booking with your business and the steps you can take to fix them.



1. Ineffective Online Presence


Never underestimate the impact that your website and online listings can have on your small business. Your website serves as a vital platform for engaging with potential clients and providing them with the precise information they seek. From showcasing your services and pricing to offering a seamless appointment booking process, it all boils down to ensuring a seamless user experience that leaves clients satisfied and eager to choose your business.

Having a user-friendly and mobile-responsive website is key to increasing appointments booked. In fact, 82% of clients use mobile devices to book appointments. If they can’t easily make an appointment on their phone, they’re going look for a business that does. Once they find your website or online listing, is the information listed there correct and current? Incomplete and out-of-date information is another roadblock to client bookings. Trying to book a service that is no longer available or seeking days and times that have since changed will cause clients to go elsewhere.

Your online reputation matters as well, reviews can be one of the biggest setbacks – or a great leg up – for many businesses It’s common for reviews and ratings to appear in an online search, and they are pulled from social media and business listings sites. If you’re not using reputation management tools to leverage reviews, clients may look elsewhere when they can’t find recommendations.

2. Inadequate Marketing and Promotion


Marketing goes hand-in-hand with your online presence and its ability to drive client bookings. 

Are you using your online and community presence to promote awareness and visibility? Coming up with marketing promotional strategies is helpful, but not having the right tools for execution and follow-up will make these efforts more challenging. Social media is key for business growth. If you’re not posting photos and videos of the work you do, the trends you’re following, and the knowledge you possess, you won’t be noticed by clients in your community. Scroll down for marketing solutions and recommendations.




3. Subpar Customer Experience 

The customer experience is a key factor in whether or not they’ll come back. Small business owners have the unique challenge of finding unique ways to create positive experiences for everyone who walks in the door. Customers want a personalized, customized experience when they book an appointment. They want staff to acknowledge their individual preferences and expectations, resulting in a service that’s tailored just to them. Lack of soft skills and the ability to build relationships add to the experience, making it unpleasant or unprofessional.



How to Fix It: Solutions and Recommendations for Increasing Appointments Booked

Here’s the good news: these problems are easily solvable. Let’s take a look at some steps you can implement. 


1. Put Time and Effort Into Marketing


The work you put into your marketing will pay off in a full calendar and your business revenue targets. Having marketing plans in place will make it easier to put them into motion when you decide to run campaigns to promote your business. Decide what messaging and platforms you want to use when running a typical campaign. Then target your efforts based on what you’re promoting, who you want to reach, and what you want to accomplish. 

Text and email marketing are particularly helpful in reaching your customers and prospects. You can use both platforms to share special deals, announce new services, and promote your business during busy seasons, such as the holidays. Your clients check their texts and emails multiple times a day, so having a presence in their texts and inbox will make them more aware of what you offer.

Make social media a regular part of your day to highlight the great work you and your staff perform on a daily basis and make your community aware of the services you provide using these tips:

  • Leverage social media platforms in your marketing campaigns and general awareness.
  • Research competitors and industry experts to get inspiration for your own posts.
  • Use hashtags and tag clients, employees, and relevant local businesses and organizations to generate more exposure and engagement. 


2. Prioritize the Customer Experience


Focusing on excellent customer service and personalization will keep it top of mind for staff. If customers are happy, they’ll book return visits and make referrals. A business management platform lets you keep detailed notes on client preferences and personalize your services. It can also provide a seamless booking and communication experience for your clients and staff.

You might offer the best services in the neighborhood, but if they’re delivered by staff with a negative attitude, that’s all the client will remember. Train your staff to provide professional and friendly interactions and leave the right impression on every client in their chair. Having the right ambiance and a clean space will go a long way toward a positive experience. Make sure your decor, music, and cleaning procedures work together to create an environment for customers to relax and enjoy their visit. 




3. Use the Right Software and Information for Your Online Presence


Choosing the best tools is the first step to improving your online presence. Make it easy for clients to learn more about your business and take action. This starts with your website — invest in a solution that provides a mobile-friendly and user-friendly website experience. Your clients need to seamlessly navigate your site no matter what device they’re using. 

Update and optimize your online booking platforms with accurate information. When you’re making changes to your staff, scheduling availability, and services, make sure your booking platforms and business listings reflect the new information. Create a checklist of your web pages and online listings for when these changes are made so you don’t forget where you need to make updates.

Ask them to shout their love from the (digital) rooftops. Make it easy for customers to write a review so you can publish them to your website, social media, and listing sites to bring in new customers.


Fill Your Calendar and Your Revenue Stream 


Having an ineffective online presence, inadequate marketing, and subpar customer service can create barriers to booking. These problems are getting in the way of new and repeat customers who want to do business with you but can’t get past these roadblocks. Solving these issues is vital to running a successful business, generating revenue, and keeping customers happy and eager to return.

If you’re overwhelmed, tackle one problem at a time. The improvements you see will be motivation enough to keep going and breaking down these barriers to success.



A Successful Business Starts with the Right Management Platform

DaySmart is the software solution that’s helping businesses simplify the way they schedule, take payments, communicate, and manage tasks. Find the solution that’s right for your business and request a demonstration today!






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How to Advertise Your Business Locally https://www.daysmart.com/blog/advertising-small-business-locally/ Wed, 13 Mar 2024 17:55:22 +0000 https://www.daysmart.com/blog/advertising-small-business-locally/ How to Advertise Your Business Locally If you own a small business, you know how important it is to develop a ...

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How to Advertise Your Business Locally

Advertising your small business.

If you own a small business, you know how important it is to develop a relationship with local customers. Building a relationship with the locals is essential for continued business and growth; for any small business.

After all, if people who live nearby aren’t visiting their local businesses, why would others from further afield make the trip?

Unfortunately, advertising locally is not as simple as you might hope. However, once you understand how to implement effective advertising, the results you will see will be monumental.

Suppose you can successfully separate your offering from the competition and engage with your local customers. In that case, you will see plenty of knock-on effects, such as more business, more positive reviews, and even some more customers that are not local.

This article will guide you on how to advertise your business locally to good effect and help you continue to grow and build your brand.

Key takeaways for your business

From this article, you will learn the following:

  1. How to create marketing campaigns that resonate with your local customers and help you stand out from the competition.
  2. You can employ a range of digital and physical marketing tactics to experience more local business from local customers.
  3. Any business can use several free and cost-effective marketing tools, regardless of size or marketing budget.

Ways You Can Promote Your Local Business

Start a Company Blog

Developing a company blog is one of the most effective marketing strategies available to you. Not only is blogging completely free to execute, but it can also lead to several new potential clients discovering your business.

By writing plenty of blog content surrounding your industry, you will show potential customers just how knowledgeable you are about the field, and it will build your trust and reputation.

Not only that, but Google’s ranking system will also take note. If your content is deemed insightful, engaging, and beneficial, your business will appear at the top of the rankings when local people search for businesses near me them.

However, to achieve this success, your content must be more thought out than simply writing about industry-related topics you anticipate people are searching in Google. To ensure your content has a true impact on where your business ranks on Google, you must implement a search engine optimization (SEO) strategy.

An SEO strategy includes keyword research, highlighting which topics are constantly searched by your target audience, which you can then use to write content that answers their query. Google values content that solves users’ questions and offers them useful guidance.

There are plenty of free keyword research tools that you can use to map out your blog content, or you can use more advanced tools like Ahrefs, SEMRush, and SurferSEO if they fall within your marketing budget.

Understanding what your target audience is looking for online is the first step toward building content that will lead to traffic and new local customers.

Keep Your Social Media Channels Updated

Once you have spent time crafting the perfect blog content for your audience, you should start sharing it on social media. 

Social media marketing platforms like Facebook, Instagram, TikTok, and Snapchat, are all excellent ways to interact with potential local customers.

Almost all of your local target audience will use social media platforms to search for the best businesses nearby. Therefore, it is crucial that you remain active on each channel and try to respond to comments, queries, or direct messages, as quickly as possible.

As you will know, first-time customers often have plenty of questions, which is perfectly understandable. 

By being active on social media, you allow potential customers to ask these queries, gain more information about what they are looking for, and also build your relationship, making you more trustworthy. The more trustworthy you are, the more likely they are to choose your business.

Each social media platform offers its own unique benefits. Instagram and TikTok offer excellent opportunities to showcase your work and get potential local customers excited over what you can do. Obviously, some social media channels are better than others when it comes to industry; Tattoo artists, stylists, and groomers tend to get much more of their business from Instagram than Facebook or LinkedIn, due to the nature of the industry.

Just remember to keep your social media posts relevant to your local audience, and you will quickly see your follower count grow.

Sign Up for Local Listings or Local Directory

Another important way that you can advertise your small business locally is to submit your contact details and business profile to local listings, ones that are specific to your industry.

Often these local listings are run by professional organizations, such as local directories like Yelp or review sites like Tripadvisor.

By locally listing your business, you allow potential customers to research your business before making a commitment.

Implement Locally Targeted Ads

While some businesses believe that digital marketing is only beneficial for brands that focus on a nationwide or worldwide audience, that isn’t the case.

Facebook advertising has become incredibly popular as a local advertising option for businesses due to the extensive details they have on their users.

You can create digital ads for your business and then personalize them to only target a specific audience, using several targeting options to narrow down your audience:

  • Geofencing
  • Demographic
  • Address
  • Interests
  • Page likes
  • Age

These are just some of the options you can use to identify your local target audience with your advertisements.

Don’t be put off if your audience volume drops significantly; that is always going to happen when you start hyper-targeting. 

It is much better to spend advertising money promoting your product or service to people that want to hear about it and are potential buyers rather than focusing on sending it to a large group that doesn’t fit your target audience.

Geofencing allows you to only target people within a certain radius of your business, ensuring you are only targeting local people.

From there, you can also add rules surrounding the demographic, their interests, what pages they have liked, and even how old they are.

Focusing on people who show an interest in your industry or similar industries is a good way to identify people who are likely interested in getting one at some point.

Create a few very similar audiences, possibly split by age or by interests, and see which ones perform the best.

Once you have identified the best-performing ads, put more of your budget into those groups to reach more similar people, and take money out of the underperforming ads.

Locally targeted ads take a little bit of funding and trial and error, but once you identify your audience, you will quickly see results.

Create a Direct Mail Campaign

While digital marketing campaigns have plenty of value and can be really fun to get your head around, don’t discard traditional local advertising methods like direct mail.

Direct mail might’ve been around for a long time now and may not be the most popular choice, but it is still extremely effective.

Due to how the internet is set up, users are hit with ads almost everywhere they go. While this gives you plenty of advertising opportunities, it also means they lose some of their impact.

One way to stand out from the crowd is to go back to basics and start sending out physical brochures.

You may want to design your own brochure or hire a freelance designer to do it for you. Whichever option you choose, ensure you include your business details and contact information, and possibly a first purchase incentive, such as a discount.

You could also consider posting an advert in the local paper, although that might not be as effective depending on whether or not your target audience is avid readers of the daily newspaper.

Build Your Email List

It might not be quite as traditional as direct marketing, but email marketing is another effective advertising technique that has proven successful over many years.

Email marketing is fantastic for building brand awareness, increasing customer acquisition, convincing customers to repurchase, and so many other benefits.

The bigger your email list, the more opportunities can come from each message you send.

Offer incentives for people to register for your email list, and include them on local flyers, direct marketing, and even on small business cards you have on show at your business.

Take Part in Community Activities

If you are searching for the most organic way to promote your business locally, then showing potential clients you are a contributing member of the local community is a great place to start. 

Showing people you genuinely care about the area will go a long way to showing prospective customers that you are loyal to the area, and they should be loyal to you.

Keep an eye out for volunteering opportunities, fundraisers your business can donate to, or any local events your business can get involved in.

The key to these events is not to heavily promote your brand, as the local people will see through this as fake generosity and loyalty. Instead, offer genuine support and allow people to learn about the brand behind your support organically.

You might even consider partnering with local charities or hosting your own fundraising event for a local cause. Essentially, any opportunity to get involved with the local community should be taken.

Create a Loyalty Program

Another way to advertise your business locally is by promoting a loyalty program for your customers. This type of advertising will help you gain repeat business from locals and develop customer loyalty.

Existing local customers will be more tempted to work with your business again if there is an incentive to do so.

That incentive could be gaining a discount on each purchase or a free gift after a certain amount of purchases are made, for example.

The more you work with existing customers, the more you will build up your local business community and develop a foundation that you can build upon.

Build a Referral Program

Finally, one excellent way to build up your local customer base is by offering a referral program. While some of your customers will willingly share how amazing your business is with their friends and family, others may need a little push.

Offering a discount on their next purchase with you is a great referral option. You can increase the discount the more people they refer to your business. The choice is up to you. 

For any customer who is happy with their experience, they will be more likely to want a second one. Offering them the chance to get a discount will incentivize them to promote your brand to other people, which will carry much more weight than any marketing message you can create.

Studies have shown that over 60% of customers trust recommendations from friends and family over the word of a company.

Therefore you can quickly start to see why this advertising strategy is a fantastic way to develop awareness organically via word of mouth.

Final Thoughts on How to Advertise Your Business Locally

Now you have several ways to advertise your small business efficiently and effectively. Many of these options of easy to implement, and while some do come with an associated cost, they should not be too significant.

However, marketing can take plenty of your time, the time you may not have to spare. To free up time for essential marketing strategies, consider using Daysmart. 

Ditch the pen and paper and embrace tech to manage more of your business. DaySmart software solutions help businesses simplify the way they schedule, take payments, communicate, and manage tasks.

Once you have freed up additional time with this software, you can start implementing your marketing strategies and growing your business.

Find the solution that can help you seize your day, smarter!

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The Best Appointment Scheduling Software for 2024 https://www.daysmart.com/appointments/blog/best-appointment-scheduling-software/ Mon, 04 Mar 2024 21:28:47 +0000 https://www.daysmart.com/appointments/?p=840 The Best Appointment Scheduling Software for 2024 No matter the size of your business, nobody has time to manually schedule ...

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The Best Appointment Scheduling Software for 2024

Top-rated Appointment Booking Software

No matter the size of your business, nobody has time to manually schedule appointments all day. It should be easy for your customers to meet with you, but scheduling appointments can be a job of its own—on top of running every other aspect of your business. (Cue the overwhelm.) 

Luckily, appointment scheduling software can rid you of scheduling-related headaches by digitizing and automating appointment booking. No more stressing about your schedule, so you can focus on serving your customers and employees instead. 

The best appointment booking software will make the lives of you, your team, and your customers easier. To find the right solution, you need to consider factors like unique features, scalability, and the cost of scheduling software. 

Of course, no one wants to waste their time and money by investing in the wrong tools. And with so many options available, knowing what software best fits your needs demands time and effort you may not have.  So, how do you decide which one is right for your business?

Thankfully, it doesn’t have to be so scary.

This guide will look at the different types of appointment scheduling software, critical features, some of the best software options to consider in 2024, and how to make the best choice for your business.

Ready? Let’s begin!

What is Appointment Scheduling Software?

Appointment scheduling software aims to streamline businesses’ booking process. It acts as a central digital hub that automates and manages scheduling tasks, so that all team members can access it from their devices and stay updated as schedules change. 

Some features that help businesses do this include:

  • Accepting online bookings
  • Managing calendars 
  • Sending automated appointment reminders
  • Tracking cancellations
  • Processing payments
  • Managing client information

So, if your business makes money through appointments and scheduled services, you can benefit from appointment booking software, regardless of industry. Healthcare practices, salons, fitness classes, professional consulting firms, repair shops, tour providers, and more—so many businesses use appointment scheduling software to operate smoothly and provide high-quality services to their customers.

How Can Appointment Scheduling Software Benefit Your Business?

Booking appointments is necessary for nearly every business, but that doesn’t mean it should take up the majority of your time. Adopting the right appointment scheduling software makes managing appointments simple and easy, so focus on what’s important.

Here are just a few benefits of appointment software:

Increased Productivity 

No one on your team should have to waste their skills solely on managing appointments.  Booking software helps everyone save time on scheduling. With automated capabilities, your business can spend less time correcting scheduling errors and playing telephone-tag with clients. With that time back, your team can focus on completing their most important tasks.

Improved User Experience

Your customers lead busy lives and want appointment booking to be easy. The best appointment scheduling software will offer online booking, giving clients 24/7 access to making appointments—no more standing in lines or waiting on hold over the phone. They can choose the frequency of appointment reminders and their preferred payment method in advance. By giving them the power to control the booking process to their preferences, appointment scheduling software helps generate more satisfied customers. 

Streamlined Billing and Payments 

Once the appointment wraps up, the payments shouldn’t be complicated. A great appointment scheduling system also lets you accept electronic and online payments from your customers, for easier-to-track finances. You can also automatically generate and send receipts and invoices to your customers, freeing up both your time and theirs.  

Types of Appointment Scheduling Software 

Depending on your business’ services and needs, some types of appointment booking software will work better for you than others. Luckily, there are several types to choose from that all specialize in specific functions.

Here are a few of the most common types:  

Online Booking Platforms

Online platforms typically consist of standalone, web-based scheduling systems that cover most of your bases for online booking and essential schedule management. They help create forms customers can access online to schedule appointments directly. Depending on the complexity of the software, you can customize your forms to let customers state their preferences, provide additional information, or pay in advance. 

Appointment Scheduling Apps 

If your meetings keep you on the move, some appointment scheduling solutions come with a mobile app option to manage bookings wherever your travels take you. Manage your team’s schedule, receive new bookings, and communicate directly with clients from anywhere. With an appointment scheduling app, being away from your office never slows you down!

Client Management Systems 

If you work with a large or medium-sized team, keeping track of projects and information for specific customers can be challenging. Luckily, some appointment scheduling solutions have built-in client management and reporting capabilities to help organize your clients’ data. You can track customer preferences, purchasing trends, scheduling patterns, and more, all in one place, that all your employees can access. These tools enable you to communicate meaningfully with clients, easily recalling their preferences to address their unique needs.

Cloud-based scheduling software

Cloud-Based Calendar Synchronization 

When scheduling your team’s workload, it helps to have easy access to everybody’s calendars. With cloud-based synchronization, everyone on your team can see their coworkers’ schedules across multiple platforms and devices. As folks change their schedules, you can see real-time updates and adjust quickly to avoid scheduling conflicts. And if you have systems you already like to use, this appointment software can sync them with them so you don’t have to recreate your calendars from scratch.   

Top Features to Look for in Appointment Scheduling Software 

Many of the best appointment schedulers on the market share some standard features designed to help your business run smoothly.

​Let’s unpack a few essential tools:

Schedule Unlimited Appointments 

If you’re managing a large number of bookings, the last thing you need is to be slapped in the face with a message saying, “Sorry! You have reached the maximum amount of appointments.” So, when researching appointment scheduling software, look for options that let you schedule unlimited appointments. It might cost extra, but if you’re still growing, unlimited appointments will make sure your software can still support your business as it scales up.

Credit Card Processing & POS Systems  

Nobody expects you to work for free, and appointment schedulers with built-in payment processors make sure you won’t. With integrated POS tools for credit cards, you can seamlessly manage your transactions for your bookings. Online payments let you track the status of your customers’ payments—whether they paid in advance or you need to send them a bill. Streamlining the payment process for customers improves their experience while ensuring you get paid. 

Automated Appointment Reminders

We all live busy lives and could use a little reminder to stay on top of things. But let’s face it: manually sending out reminders uses time better spent elsewhere. The best appointment software can take that off your plate entirely with automated reminders. Your business can provide consistent, high-quality communication with customizable automated reminders via email, SMS, or even voice calls. By staying connected with customers, reminders can reduce no-shows, let clients reschedule or cancel, and give them any information they need to be prepared for their appointments.

What is the Best Appointment Scheduling Software for 2024? 

Now that we’ve covered the essentials, we can get to the fun part. For our guide to the best appointment scheduling software, we’ve chosen a well-groomed grab bag of options—some offering specific functions, while others are more general for a range of business needs. Learning about the variety available should help determine what will and what won’t work for your business.

DaySmart

DaySmart is the queen of modern scheduling software, offering businesses a buffet of possibilities—from simple and intuitive appointment scheduling tools, to industry-specific software offerings for a considerable diversity of talent, from tattoo artists to fitness and recreation pros. So whether you’re running an enterprise or a small business, DaySmart has scalable options that help take charge of your schedule. 

To provide a seamless customer experience, all of DaySmart Appointments’ features center around client needs. Whether you want to enable clients to book at any time with online self-scheduling, set up automatic appointment reminders to prevent no-shows, or send out marketing promotions, DaySmart gives you access to customer metrics and purchasing trends that will delight your clients with customized experiences. 

Pricing starts at $99/month, with plenty of options to scale as your business grows.

Jobber 

If you run any kind of home services business, Jobber might be for you. Its tools are built to manage contracting, cleaning, lawn care, and landscaping bookings. 

Its features help you organize all your schedules, client information, and communications to share with your whole team, including GPS routing to dispatch team members to new bookings as scheduled. To manage payments, Jobber has tools for processing invoices, quotes, and credit card payments. It also integrates with Quickbooks, Mailchimp, DocuSign, Gusto, and more.

Pricing starts at $42/month month-to-month or $40/month annually.

Acuity Scheduling from Squarespace (Formerly Squarespace Scheduling)

Acuity is a simple, cross-industry solution that works well and hits the budget needs of a lot of business owners.

In addition to online self-scheduling, Acuity will customize availability, add multiple calendars, set a maximum number of appointments, and schedule recurring appointments. Its client tools let you send automated reminders and follow-up emails, and customer payment options include offering discounts, subscriptions, invoices, and automatic receipts. Plus, it integrates with Square, Stripe, and Paypal. 

Pricing starts at $20/month month-to-month or $16/month annually.

SimplePractice

SimplePractice is an electronic health record (EHR) tool for medical and health professionals, counselors, therapists, and social workers. It’s more geared toward smaller private practices but also has options for larger group practices.

Its scheduling tools include online appointment requests, automated reminders, calendar sync, paperless billing, client record organization, and a 24/7 client portal. It also offers healthcare-specific features like telehealth, customizable document templates, and insurance claim filing,.  

Pricing starts at $29/month for a solo practice.

Luma Health 

Luma Health offers EHR tools for health systems, clinics, federally qualified health centers, specialty health networks, and other healthcare organizations.

To help healthcare professionals provide the best care to their patients. Luma Health has tools for referrals, waitlists, reminders, cancellation management, one-to-many broadcast outreach, feedback management, mobile check-in, mobile patient intake, health risk assessments, and more. It also allows doctors to communicate with patients through multilingual messaging, patient-initiated texting, and secure two-way chat with patients.

If you want to learn more, you can contact Luma Health on their website for pricing information and a demo request.

Peek PRO Tour Operator Software

Peek PRO focuses on making appointment software for tours, activities, attractions, and other experiences.

Its app provides mobile bookings, QR codes for check-in, and POS with options for add-ons and upsells. For communicating with customers, it has automated text and email for reminders, rescheduling, review requests, and a customer portal for them to manage their bookings. Also, Peek PRO integrates with Square if you already use that to take payments. 

Peek PRO pricing is available by inquiry only. 

Goldie

A scheduling app that specializes in appointment software for independent beauty and fitness professionals who are always on the move, Goldie allows you to schedule appointments, create a customized booking site, send automated reminders and promotions, process payments, and view client information, all from your phone. And if you already use Google or Apple Calendar, you’re in luck. Goldie syncs seamlessly with both, so you can manage availability without rebuilding your schedule.

While Goldie has a fairly comprehensive free version, if you want to get more out of it, pricing plans start at $19.99/month or $199.99/year.

Calendly

If you have a role in sales, marketing, recruiting, IT, revenue operations, C-suite, or any other professional service team, Calendly is a great simple option to schedule meetings and appointments. 

Set availability preferences, schedule meetings for teams with polls that track when people can meet, create routine forms, and sync your Calendy schedule with existing calendars. Calendly also offers integration with platforms like Zoom, Salesforce, Google, Microsoft, Slack and more.

While Calendly offers a free version, pricing plans start at $12/month month-to-month and $10/month annually. 

Appointy

Appointy provides appointment software for everything from lifestyle, wellness, fitness, and recreation to education, professional services, government organizations, and private companies. 

To manage appointments, Appointy has tools to send automated text and email reminders, accept bookings through social media platforms, and let customers pay online in advance. And if you use Google Calendar, it has integration for that.

While it does have a free version, you can upgrade to a paid version to get a few more features. Pricing plans start at $29.99/month monthly or $19.99/month annually. 

A Summary of the Best Appointment Scheduling Software for 2024




Software
PricingFree TrialPrimary UsersKey FeaturesProsCons
DaySmartStarts at $99/monthYesEnterprise companies, small and medium-sized businesses, healthcare organizations, automotive businesses, government agencies, professional services, and moreOnline self-scheduling, automated appointment text and email reminders, social media integration, marketing promotions, customer metrics, purchasing trendsAll-in-one solution for nearly any industry; easy to scale with your businessSet up is time consuming
JobberStarts at $42/moYesHome services, contracting, cleaning, lawn care, landscapingOnline booking, CRM, real-time scheduling, GPS routing, invoices, quotes, and credit card payments, integration with Quickbooks, Mailchimp, DocuSign, Gusto, and more.Makes customers and project information easy to share among multiple team members; invoices and payments are tracked and processed fasterGets expensive quickly for companies scaling up;lacks offline tools and data saving
Acuity Starts at $20/moYesProfessional services and appointment-based businesses, tutoring, pet care, auto maintenance, health, coaching, beauty services, fitness, spasOnline self-scheduling, customizable availability, multiple calendars, set maximum appointment amount, recurring appointments, automated reminders and follow-up emails, client intake forms and profilesAffordable and easy to integrate if you already use Squarespace; Highly customizableNo phone support; users report issues with calendar syncing
SimplePracticeStarts at $29/moYesMedical and health professionals, counselors, therapists, social workersOnline appointment requests, unlimited reminders via text, voice, and email, calendar sync with Google, iCalendar, and Outlook, customizable document, templates, paperless billing, insurance claim filing, organized client records, 24/7 client portalGood for keeping client records updated for multiple team members; HIPPA-compliantCustomization can be difficult for larger practices; no e-prescription tools
Luma HealthContact for pricingNoHealth systems, federally qualified health centers, specialty health groupsAppointment scheduling, referrals, waitlists, reminders, cancellation management, one-to-many broadcast communication, feedback management, multilingual messaging, patient-initiated texting, two-way chat with patientsPatients can customize their communication with practices; HIPPA-compliantLong inflexible contracts according to users; limited payment tools, broadcast tools are difficult to use
Peek PRO Tour Operator SoftwareContact for pricingYesActivity, tour, and attraction operatorsMobile booking & POS, dynamic pricing, addons & upsells, QR codes for check-ins, digital waivers, automated texts and emails, rescheduling options, review requests, customer portal, Square integrationMobile tools allow for quick, on-the-go service; customers can complete forms ahead of timeLacks customization options; difficult to refund customers
GoldieFree version; Paid plans start at $19.99YesBeauty and fitness professionalsSchedule appointments, send automatic appointment reminders, booking website builder, mobile deposits and payment processing, business reports, marketing promotions, client data management, sync with Google and Apple calendarsAffordable options for individuals and small teams; Easily scalable for larger teamsInflexible appointment overlap
CalendlyFree version; Paid plans start at $10/monthYesTeams in sales, marketing, recruiting, IT, revenue operations, C-SuiteAvailability preferences, team scheduling, calendar sync, routing forms, polls for best meeting timesEasy to learn and use for customers and internal teamsNo option for recurring meetings; no custom emails with free version
AppointyFree version; Paid plans start at $29.99/monthYeslifestyle, wellness, fitness, recreation, education, professional services, government organizations, private companiesManage appointments, automated text and email reminders, accept bookings through social media, integration with Google Calendar, accept online prepaymentsComprehensive tools at an affordable rateLimited customization and marketing tools

How to Choose the Best Appointment Scheduling Software for You 

To pick the best appointment booking software for your business, you have to look at your business, your goals, what features you want, and what features you don’t want. And, of course, the cost of scheduling software needs to fit in your current budget.

Finding that perfect software, however, can feel like searching for a needle in a haystack of options. Worry not, because this guide will be your compass, helping you navigate the features, functions, and budgets to land on the software that sings for your business.

steps to finding the right scheduling software

Step-by-Step Guide: How to Evaluate Appointment Scheduling Software

1. Define Your Needs 

Before you start browsing software like it’s a shoe sale, take a moment to understand your business needs. Think of it like online dating – you wouldn’t jump into a relationship without knowing what you’re looking for, right? Here are some key questions to ask yourself:

  • Business size: Are you a solopreneur or do you have a team of scheduling superheroes?
  • Appointment volume: Do you have a steady stream of appointments, or are they more sporadic?
  • Features: What features are absolutely essential for your workflow (online booking, reminders, payment processing)? What are nice-to-haves, but not dealbreakers?
  • Budget: What cost of scheduling software works best for you? How much can you comfortably invest in software each month?
  • Integrations: Do you need the software to play nice with your existing tools (CRM, accounting system)?
  • Future goals: Where do you see your business in a year or two? Will this software be able to grow alongside your business?

2. Explore Features and Functionality

Not all features are created equal. Make a list of the features that are non-negotiables for your business operations. For example, online booking might be a must-have for a salon, while appointment reminders might be crucial for a doctor’s office. Once you have your essential features, prioritize the rest based on your needs and budget. Remember, the most feature-packed software isn’t always the best – sometimes, simplicity is key!

3. Discover Integration Capabilities

Imagine building a beautiful kitchen, only to realize the sink doesn’t connect to the plumbing. That’s the frustration of incompatible software. Look for solutions that integrate seamlessly with your existing tools, like your CRM, email platform, or even accounting software. This saves you time, reduces data silos, and keeps everything singing in harmony.

4. Think of the End User 

Your software should be an assistant, not an enigma. Choose an interface that’s intuitive for you, your team, and your clients. Think clean layouts, clear navigation, and minimal learning curves. Remember, happy staff and happy clients make for a happy business.

5. Imagine the Scalability 

Your business is a living, breathing entity, and it’s bound to evolve. Choose software that can adapt and grow alongside you. Look for solutions that offer flexible plans and cater to your needs, whether you’re a one-person show or a team of scheduling ninjas.

And sure, you might dream of having millions of appointments in the future, but don’t get overwhelmed by choosing software for a company ten times your size. Start with a plan that fits your current needs and budget, and consider upgrading as your business grows. Scalability is important, but don’t pay for features you won’t use right now.

6. Get Practical

Now for the not-so-fun part: what’s the bottom line? Budget restrictions are reality. So look at your numbers and set a realistic budget for the cost of scheduling software, then compare plans that you can reasonably afford. Remember, the cheapest option isn’t always the best. That’s why the budget is the final puzzle piece. Weigh the value you’re getting for your money, including features, support, and scalability.

Start Your Search for Appointment Booking Software

Your business doesn’t need a one-size-fits-all solution. It needs booking software that aligns with current needs and allows for future growth. With so many great options, the biggest factor in picking the best appointment scheduling software for you is understanding your own business.

With a clear understanding of your needs and these handy tips in your arsenal, you’re well on your way to finding the appointment scheduling software that’s the missing piece to your business puzzle. Research different options, read reviews, and remember—the best scheduling software makes your life easier, not more complicated.

If DaySmart sounds like the right match for your business, let’s get started! Request a free demo and see how our software can streamline your scheduling, boost your productivity, and make your life a whole lot easier. 

So, what are you waiting for? Go forth and conquer the scheduling beast with the right software by your side!

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Best Online Appointment Scheduling Software for 2024 | DaySmart https://www.daysmart.com/appointments/blog/best-online-appointment-scheduling-software/ Tue, 27 Feb 2024 17:23:56 +0000 https://www.daysmart.com/appointments/?p=836 The Best Online Appointment Scheduling Software and Apps for 2024 In the age of the internet, scheduling with pen and ...

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The Best Online Appointment Scheduling Software and Apps for 2024

Best online appointment scheduling apps

In the age of the internet, scheduling with pen and paper and waiting on the phone often takes WAY too long.

Thankfully, online appointment scheduling software makes booking appointments easy for you, your team, and your customers. By transferring your booking process online, appointment scheduling software connects your whole team with your customers anytime and anywhere.

With so many options, how can you possibly know which one is best for your business? Don’t stress! We’ve made it easy for you by putting all the information in one place.

This guide will explore the best appointment scheduling software available, unpack the pros and cons of these solutions, and help you make the right decision for your business.

What Is Online Appointment Scheduling Software?

Let’s start at the beginning. Online appointment scheduling software uses a web-based system to automate your booking processes, working to streamline scheduling significantly. It enables your customers to book appointments online and get added to your calendar automatically. Easy peasy.

Online schedulers help businesses eliminate unnecessary emails and phone calls and prevent double-booking, all while keeping your team’s calendars organized. And most online appointment scheduling software options include a booking website and/or mobile app options, so customers can schedule on their own time from wherever they are. 

The Benefits of Using an Online Appointment Scheduling System 

Scheduling software helps businesses run smoothly, keeping you, your employees, and, most importantly, your customers happy.

Here are some of the biggest benefits of an online appointment scheduling solution:

  • Reducing no-shows: Automated reminders via text or email make sure you and your customers are on the same page about appointments. If there is a problem, bookings can be rescheduled or canceled sooner rather than later, leaving you more time to fill that slot with another client.
  • Improving staff efficiency: When customers book online for themselves, you don’t need employees constantly manning the phone or monitoring your inbox. They can put more time into what they’re best at and get more done.
  • Driving revenue: With integrated online payment tools, you can get paid faster by accepting payments in advance, letting customers pay by credit card, and setting up automatic payments for recurring appointments. 
  • Attracting and retaining clients: With convenient 24/7 access to online booking, customers can quickly get on your calendar. By simplifying your customers’ booking process, they’ll be more likely to book you again. 

Who is Online Appointment Scheduling Software Best For? 

Online appointment scheduling software makes the thankless job of appointment management easy. 

It lets you and your customers communicate faster and stay updated on your bookings. Less waiting makes everybody happy!

Appointment scheduling software is designed to help businesses of all sizes and industries connect with their customers more easily before, during, and after their appointments. 

From small businesses to enterprise-level companies, all types of organizations can benefit from appointment scheduling software. Some industries that use appointment software most include:

What Makes a Great Appointment Scheduling Solution? 

No matter your field, the best appointment scheduling software makes the lives of you, your team, and your customers easier. It should be intuitive for you and your clients to use and align with the tools you already use every day.

Even if they are designed for unique users, a lot of the best scheduling software applications share similar features. 

Here are a few tools the best online scheduling software provides: 

Online Calendar Sync Tools

Chances are you already use some kind of online calendar like Google Calendar, Apple Calendar, or Outlook. A lot of online appointment schedulers will integrate with these calendars, updating your availability across multiple platforms to avoid double booking.

Automated Reminders

You and your team are too talented to spend all day sending emails and making phone calls about appointments. Automated text and email reminders remove that from everyone’s to-do list. And when a customer’s appointment is coming up, they get automatically notified to make sure they don’t forget. 

Customizable Booking Forms 

Your business has unique booking needs, so it helps to be able to customize booking forms to your exact needs. With your own forms, you can let customers specify what kind of appointment they want to schedule, how long they’d like to meet, and any other information that would be helpful to know beforehand. 

Online Payments and Credit Card Processing Systems 

Listen, we know that worrying about payment during an appointment can be awkward. Luckily, online appointment scheduling software alleviates those concerns. No more keeping track of loose cash! The top appointment scheduling software solutions let your customers securely pay online in advance or use a credit card at the appointment. 

Client Management and Reporting Capabilities

Knowing your customers lets you provide them with the best service that actually meets their needs. And knowing your customers means collecting reliable data. Online schedulers’ client management tools let you record your clients’ information, including their purchasing trends and no-show rates, so that you can enhance your customer experience, marketing, and sales efforts. 

Best online appointment scheduling apps

How to Choose the Right Online Appointment Scheduling Software for Your Business 

How can you possibly determine which online appointment scheduling system is the best?

Well, the truth is … there is no singular “best” software, just the best one for you.

But how do you know exactly what you need? Here’s a quick five-step guide to help you find the right solution.

1. Identify Your Business Goals and Needs

You have a vision for your business, and your appointment software should support achieving that vision.

Consider how many team members you have, how many appointments you usually accept, and who you are serving with your appointments. Is there a gap you need to fill in your current booking process? Do you anticipate scaling up your business anytime soon?

By answering these questions, you’ll be able to identify what features you need in appointment software. 

2. Consider Your Budget 

We get it — sometimes investing in appointment software simply comes down to the price tag. Luckily, there are scheduling software solutions out there for every budget — from free to six-figures. 

Analyze your current budget to see how much you can allocate to an online scheduler each month. Then, compare the software’s prices to their features to find the best value while making sure they actually fit your needs.

3. Look at User Reviews and Ratings 

You’re not alone out there! Lots of companies have determined what scheduling software works best for them—often through a bit of trial and error. 

Read reviews and user feedback to get a sense of how people feel about specific software and whether it will align with your company.

4. Consider Integrations with Other Systems

Unless you’re making a concerted effort to resist modern technology, you’re probably already using some digital tools like CRMs or marketing platforms. If they still work great for you, you don’t want scheduling software that will make you have to start from scratch. 

Look for software that integrates with the tools you already use. You’ll be able to build on what already works while filling in the gaps for seamless scheduling.

5. Technical Support Options 

Sometimes trouble strikes out of the blue, but your business can’t drop everything to troubleshoot your appointment scheduler. Plus, the longer it’s down, the longer you can’t accept online bookings. 

Having tech support helps you quickly address problems with expert assistance to resume operations ASAP.

The Best Online Appointment Scheduling Software on the Market 

Now that you know what to look for, it’s time to evaluate the best software vendors on the market today. 

We’ve carefully evaluated common needs among appointment-based businesses, and picked solutions that, across the board, best address those needs. Some of the best online appointment scheduling software options below are more general, others are industry-specific, but they’ll all help make booking simpler for their customers. Let’s dive in.

DaySmart: The Best All-in-One Online Appointment Scheduling Software 

If you want all your appointment management tools on one platform, you can’t go wrong with DaySmart’s intuitive appointment scheduling solutions.

And the best part? DaySmart has scalable options for businesses of any size that help take charge of their schedule. So whether you’re a small business, an enterprise company, or looking to scale up soon, DaySmart has a solution for you. 

All of DaySmart Appointments’ features are designed to provide clients with a simple booking experience. You can let clients book at any time with online self-scheduling, prevent no-shows with automatic appointment reminders, and even send out marketing promotions. DaySmart also organizes your customers’ metrics and purchasing trends so you can go above and beyond for your clients with personalized service.

Pricing starts at $99/month, with plenty of options to scale as your business grows.

Calendly

If you’re looking to keep costs down as much as possible, Calendly is a great free option for an online scheduler.

Calendly primarily serves folks in sales, marketing, recruiting, IT, revenue operations, C-suite, or any other professional service team, where meetings and appointments can add up fast.

At no cost, you can use Calendly to set availability preferences, poll teams for availability, and sync your Calendly schedule with existing calendars. Calendly also offers integration with platforms like Zoom, Salesforce, Google, Microsoft, Slack, and more.

While Calendly’s free version is enough for most people, it does offer paid plans starting at $12/month if you want to explore more. 

Goldie

Do your appointments constantly have you traveling? If so, then you might look into an online appointment scheduling app like Goldie. 

As a scheduling app, Goldie’s features are designed for easy mobile use, especially for independent beauty and fitness professionals on the go. You can schedule appointments, send automated reminders and promotions, process payments, and view client information, all from your phone.

And if you already use Google or Apple Calendar, good news! Goldie syncs with both, so you can manage availability without rebuilding your schedule from scratch.

Among other online appointment scheduling software options, Goldie stands out with a fairly comprehensive free version. But if you want to get more out of it, pricing plans start at $19.99/month.

TimeTap

If you need a scheduling tool for a large team in multiple locations, TimeTap might be a good fit for your organization.

TimeTap specializes in serving mid-market and enterprise companies in all sorts of industries with custom intake forms, appointment confirmations, and automated text and email reminders to provide a more personalized experience to your clients.

You can automatically create client profiles and easily manage and organize their information for easy accessibility. Plus, you can make paying simple with integrated payment collection and invoicing.

TimeTap has custom pricing for larger enterprises, but prices for smaller teams start at $28.45/month.

Acuity Scheduling

If you run a small business, you’re probably looking for customizable scheduling software that won’t strain your budget too hard. Acuity might be a good fit. 

On top of online self-scheduling, with Acuity, you can customize availability, add multiple calendars, and schedule recurring appointments. Acuity lets you send automated reminders and follow-up emails. Plus, its payment tools allow you to offer discounts and subscriptions, send invoices and receipts, and integrate with Square, Stripe, and PayPal.

Acuity’s pricing plans start at $20/month. 

SimplePractice

If you’re a medical or healthcare professional, counselor, therapist, or social worker in need of an online appointment scheduling system, SimplePractice is a great tool.

For scheduling, SimplePractice offers online appointment requests, automated reminders, calendar sync, paperless billing, client record organization, and a 24/7 client portal. It also has plenty of healthcare-specific features that are all HIPPA-compliant, like telehealth, customizable document templates, and insurance claim filing.

For a solo practice, pricing starts at $29/month.

Best online appointment scheduling apps

A Summary of the Best Online Appointment Scheduling Software for 2024

Primary UsersPricingKey FeaturesProsCons
DaySmart AppointmentsEnterprise companies, small and medium- sized business,  Starts at $99/monthOnline self-scheduling, automated appointment text and email reminders, social media integration, marketing promotions, customer metrics, purchasing trendsAll-in-one solution for nearly any industry; easy to scale with your businessSet up is time consuming
CalendyTeams in sales, marketing, recruiting, IT, revenue operations, C-SuiteFree version; Paid plans start at $10/monthAvailability preferences, team scheduling, calendar sync, routing forms, polls for best meeting timesEasy to learn and use for customers and internal teamsNo option for recurring meetings; no custom emails with free version
GoldieBeauty, lifestyle, and fitness professionalsFree version; Paid plans start at $19.99Schedule appointments, send automatic appointment reminders, booking website builder, mobile deposits and payment processing, business reports, marketing promotions, client data management, sync with Google and Apple calendarsAffordable options for individuals and small teams; Easily scalable for larger teamsInflexible appointment overlap
TimeTapMid-market and enterprise organizationsCustom pricing for enterprise plansOnline appointment scheduling, custom intake forms, appointment confirmations, and automated text and email reminders, client profiles management, integrated payment collection, invoicesCommunicate directly with clients; prepares the whole team for incoming workload Difficult to change or update appointment or client info
Acuity SchedulingProfessional services and appointment-based businesses, Starts at $20/moOnline self-scheduling, customizable availability, multiple calendars, set maximum appointment amount, recurring appointments, automated reminders and follow-up emails, client intake forms and profilesAffordable and easy to integrate if you already use Squarespace; Highly customizableNo phone support; users report issues with calendar syncing
SimplePracticeMedical and health professionals, counselors, therapists, social workersStarts at $29/moOnline appointment requests, unlimited reminders via text, voice, and email, calendar sync with Google, iCalendar, and Outlook, customizable document, templates, paperless billing, insurance claim filing, organized client records, 24/7 client portalGood for keeping client records updated for multiple team members; HIPPA-compliantCustomization can be difficult for larger practices; no e-prescription tools

The Best Online Scheduling Appointment Software for YOU

Making the move to online scheduling is a big jump, but trust that it makes a huge difference to your operations. But picking the wrong software can make this process more painful than it needs to be.

So think about your business, analyze your needs, and you’ll know what to look for in scheduling software.
And if DaySmart sounds like the best option for you, request a free demo today. Or, explore our industry-specific software offerings to find a solution tailored to your niche.

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Best Scheduling Apps for 2024 | DaySmart https://www.daysmart.com/appointments/blog/best-scheduling-apps/ Wed, 07 Feb 2024 19:38:34 +0000 https://www.daysmart.com/appointments/?p=686 The Best Scheduling Apps for 2024 Business owners have a lot on their plates, and navigating the ever-evolving landscape of ...

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The Best Scheduling Apps for 2024

Business owners have a lot on their plates, and navigating the ever-evolving landscape of technology can be daunting while you vigorously strive for better efficiency and organization. But a lot can be said about the power of technology. Choosing the right scheduling app, for example, can save countless hours of brain power, managing appointments, meetings, and schedules for you. In a world where time is money, scheduling apps are well worth the investment. 

Let’s explore the dynamic world of appointment scheduling software and dissect the top contenders competing for the spotlight in 2024. From intuitive interfaces to robust features, we’ll get into the intricacies that set these scheduling apps apart. 

And, of course, we’ll walk you through the best scheduling apps to consider for your business in 2024, providing insights into their features, pricing, and suitability for specific business needs.

Why Do Businesses Need a Scheduling App? 

In the internet age of business ownership, time is your most precious commodity, and proper organization is paramount. The need for a reliable scheduling app has become essential. Regardless of size or industry, all businesses grapple with the intricate balance of managing appointments, meetings, and employee schedules every day.

Scheduling apps have become an indispensable tool tailored to streamline these processes, fostering increased productivity and saving valuable time along the way. 

These digital organizers not only eliminate the hassles of manual scheduling but also empower businesses in many varied industries to optimize their workflow, minimize scheduling conflicts, and enhance overall efficiency. 

With features ranging from automated reminders to real-time updates, scheduling apps are the secret weapon in the arsenal of forward-thinking enterprises aiming to stay ahead in a competitive landscape.

Choosing the Best Scheduling App for Businesses in 2024 

When starting the search for the best scheduling app, it’s imperative to take a strategic approach, rather than jump into business with the first scheduling app that crosses your path. 

To help you do this, we’ll start by unpacking a few key factors to look for—such as streamlining appointment scheduling, fostering community engagement, harnessing robust reporting tools, and minimizing no-shows—when choosing the best scheduling app for your business.

Each factor plays a pivotal role in finding an app that seamlessly integrates into your unique business workflow. 

Top Factors to Consider When Choosing a Scheduling App 

We may sound like a broken record, but it can’t be overstated. Selecting the best scheduling app for your business is no small task. 

When grappling with an essential decision like business software, there are a few considerations to keep in mind so that the software you choose is a perfect fit for your unique needs. The software or app you choose should offer:

  1. Streamlined Appointment Scheduling

When considering the many scheduling apps, one of the primary considerations is the software’s ability to streamline appointment scheduling. 

Look for an intuitive and user-friendly app that allows clients and staff to navigate and manage appointments easily. The efficiency gained from seamless scheduling can significantly impact overall productivity.

  1. Payment Integration

An often overlooked but crucial aspect is a scheduling app’s ability to integrate and simplify payment processes. Integrated payment processing is fundamental to simpler reporting and, everyone’s favorite time and money saver, reducing no-shows.

  1. Robust Reporting

Insights drive informed decisions, and scheduling apps with robust reporting capabilities can provide valuable data to help optimize your business. 

Consider software that offers detailed analytics on appointment trends, staff performance, and customer preferences. This data will not only aid in strategic planning but also allow you to continuously refine your business operations.

  1. Reduced No-Shows 

Minimizing no-shows is a common challenge many businesses face, so finding a quality scheduling app that addresses this issue is crucial. 

Look for features such as automated reminders and confirmations that help reduce the likelihood of missed appointments. Proactive communication tools can go a long way in improving client attendance and overall customer satisfaction.

Carefully evaluating these factors can help you choose software that aligns with your needs and goals as a business owner. 

Whether enhancing user experience, fostering collaboration, gaining valuable insights, or reducing no-shows, the right scheduling app can be a transformative tool in optimizing your business’s operations.

The Best Scheduling Apps for 2024 

Scheduling appointments will no longer feel stressful and messy; we’re here to untangle the knots in your calendar with a showdown of the best scheduling apps in 2024. Prepare to unlock efficiency, banish appointment anxiety, increase client satisfaction, and learn what your business needs to succeed along the way.

DaySmart Appointments: Your Business Management Powerhouse

DaySmart Appointments isn’t just a calendar app; it’s a full-blown business command center. Think seamless appointment scheduling, effortless point-of-sale magic, integrated payment processing, and real-time reporting capabilities to track customer data and trends. Whether you’re a solopreneur or running a bustling team, DaySmart’s customizable plans can adapt to your rhythm, with scheduling software for small businesses, enterprises, and everyone in between.

DaySmart Perks:

  • 24/7 Booking: Clients can snag appointments anytime, anywhere, even while you’re catching some Zzz’s. Sleep soundly, knowing your calendar is filling up, not your inbox.
  • Performance Tracking: Keep tabs on your business like a hawk watching its prey (the good kind, like sales goals). See upcoming appointments, track sales, and understand what makes your clients tick, all in one place.
  • Reduced Manual Work: Let automation be your robot assistant. DaySmart takes care of repetitive tasks like data entry and scheduling, freeing you to focus on what truly matters.

Acuity

Acuity takes the “auto” in “automatic scheduling” seriously. Clients book independently, using personalized forms to capture all the necessary information. Integration with popular calendars keeps everyone in sync and your organization running like a machine.

Customers enjoy features like:

  • Automated Scheduling. Frees up time and lets clients find the perfect fit for their own schedule. No more calendar Tetris—this app plays itself!
  • Custom Intake Forms. Gather essential information before the appointment. No more telephone calls. Period.
  • Client Profiles. Get to know your regulars and personalize their experience. A salon might have a client’s favorite cold beverage available or collect birthdays to send coupons or special offers.

A Few Acuity Cons

  • Limited Free Version: Full access only comes behind a paywall, but subscriptions can be expensive for small business owners.
  • Calendar Integration Learning Curve: Customers report frustration with a steep learning curve and a desire for more intuitive systems.

Calendly

Calendly touts effortless scheduling. Set your availability, share a link, and watch as appointments fill your calendar. Its intuitive interface and time-saving features make it a favorite booking software for small businesses, busy bees, and team players.

Customers enjoy features like:

  • Automated Booking: Allows you to eliminate back-and-forth emails and endless calendar juggling.
  • Share Your Availability: Let others see your open slots and book at their convenience.
  • Team Scheduling: Coordinate appointments for the entire team,
  • Centralized Billing: Simplify payment management and keep things organized. No more chasing invoices.

A Few Calendly Cons

  • Limited Customization: If you crave deep personalization, DaySmart might be a better fit.
  • No Group Scheduling: Coordinating complex group meetings might require another tool. But hey, for smaller gatherings, Calendly is sufficient.

SimplyBook.me

Think of SimplyBook.me as your scheduling chameleon, adapting to all your business needs. It’s all there, from booking pages you can customize to automated reminders and staff/location management. This platform can be a good fit for business owners who love having options and a personalized scheduling experience.

Customers enjoy features like:

  • Endless Customization: Craft booking pages that reflect your brand and make your clients feel like rock stars.
  • Staff & Location Management: Keep track of everyone and everything under one roof.
  • Integrated Point-of-Sale: Take payments seamlessly alongside bookings – a one-stop shop for scheduling and cash flow.

A Few SimplyBook.me Cons

  • Advanced Features Might Overwhelm: If your needs are more straightforward, the abundance of options can feel like information overload. Sometimes, less is more.
  • Free Version Limitations: The free plan isn’t robust, and the paid version can get pricey for some small business owners.

Google Calendar

Google Calendar is an old, familiar friend—reliable, free (mostly), and always there when you need it. Not just a personal calendar app, features like event creation, reminders, and calendar sharing make it a popular choice for small business personal and professional use. And since mobile apps across all platforms are pretty intuitive, they can stay in your pocket like a trusty scheduling notebook in the digital age.

Customers enjoy features like:

  • Free & Familiar: It’s accessible, easy to use, and integrates easily with other Google services, making it a familiar face in your digital world.
  • Calendar Sharing: Coordinate with colleagues and clients by sharing calendars.
  • Personal & Professional Use: Juggle work and personal life like a pro. Easy access to multiple calendars at once makes multi-tasking simpler.

A Few Google Cal Cons

  • Lacks Advanced Features: For complex scheduling needs, the simplicity of this solution is a bit like trying to build a rocketship with cardboard and duct tape. There are a lot of boxes it doesn’t tick for small businesses.
  • No Integrated Payments: Handling payments requires additional software, making it a sometimes frustrating two-step process instead of a one-stop shop.

YouCanBook.me

YouCanBook.me is a bit like the Robin Hood of scheduling apps, offering a robust free plan with features other platforms charge for. It’s a budget-friendly scheduling option that meets the needs of many small business owners.

Customers enjoy features like:

  • Free Plan with Features: Customizable booking pages, automated reminders, and calendar integrations without breaking the bank.
  • 24/7 Booking & Scheduling: Clients can grab an appointment anytime, anywhere, freeing everyone from worrying about missed appointments.
  • Easy to Use: Designed for user-friendliness, even for tech novices.

A Few YouCanBook.me Cons

  • Customization Options Limited: Compared to some competitors, personalization opportunities can feel restricted.
  • Most Features in Premium Plans: While the free plan is generous, some advanced features require an upgrade.

Finding the best scheduling app for your small business depends on your unique needs and budget. Jot down a few of your needs and must-haves before further exploration to find the perfect tool to bring harmony and balance to your calendar. 

A Summary of the Best Scheduling Apps for 2024

DaySmart AppointmentsAcuityCalendlySimplyBook.meGoogle CalendarYouCanBook.me
FeaturesExtensive appointment management, multiple staff support, integrations with CRM/marketing toolsFlexible scheduling options, video conferencing, online paymentsSimple scheduling, integrations with Google Calendar/Zoom, team schedulingCustomizable booking forms, appointment reminders, online paymentsFree basic plan, integrates with various apps, calendar sharingEasy booking process, team scheduling, appointment reminders
Customer FeedbackUsers praise advanced features and integrations, but may find interface complexUsers appreciate ease of use and customization, but miss more advanced featuresHighly rated for simplicity and integration, but limited customization optionsPositive feedback on affordability and features, some mention occasional technical issuesMixed reviews, praised for free plan but criticized for limited features and integrationsGenerally well-received for ease of use and affordability, some report customer support issues
PricingCustom Starts at $55/monthFree (limited features), paid plans available$12-$99 per monthFree(ish)Free (limited features), paid plans available
ProsRobust feature set, ideal for complex businessesUser-friendly interface, strong focus on client experienceStreamlines scheduling for simple needs, excellent integrationsAffordable, customizable booking forms, online paymentsFree basic plan, integrates with various apps, calendar sharingEasy booking process, team scheduling, affordable
ConsComplex interface, higher pricingLacks some advanced features, limited free planNot ideal for complex appointment needsOccasional technical issues, some reporting limited customer supportLimited features in free plan, some integrations require paid planSome customer support concerns

Frequently Asked Questions (FAQs) 

What is a scheduling app? 

A scheduling app is a software application designed to facilitate organizing and managing appointments, meetings, and events. It allows users to create, edit, and track schedules efficiently. 

What are some key features of a scheduling app? 

Key features of scheduling apps include calendar integration, automated reminders, customizable booking pages, user-friendly interfaces, multi-user access, mobile accessibility, integration with other tools, reporting and analytics, flexible availability settings, and booking confirmation/cancellation capabilities. However, a great scheduling app will offer a variety of features that accommodate your business needs, whether you are a healthcare provider, busy enterprise, or service-based small business.

What are some of the benefits of a scheduling app?

The best scheduling apps offer benefits such as time efficiency, reduced no-shows, improved organization, enhanced communication, increased productivity, flexibility, data insights, accessibility, client satisfaction, and integration capabilities.

Should I pay for a scheduling app? 

Paid scheduling apps often provide additional functionalities, customization options, and support, which can benefit businesses with more complex scheduling requirements. Consider factors such as the size of your business, the level of customization you need, and the specific features offered by both free and paid versions.

What if I’m looking for something more specific?

Many industries have industry-specific scheduling software requirements that aren’t necessarily available in generalized scheduling software. 

At DaySmart, we know that, and we’ve spent a lot of time researching and developing software for the unique needs of particular industries. 

The customized scheduling software we offer at DaySmart is highly regarded by customers—don’t take our word for it. 

In addition to DaySmart Appointments, which offers a robust online scheduling platform for all types of businesses (healthcare organizations, auto shops, professional services, and more), DaySmart also offers vertical-tailored scheduling software solutions like:

  • DaySmart Salon. Manage your salon business with style! DaySmart Salon is the business management platform for savvy salon owners to say goodbye to double bookings and frantic phone calls! Schedule haircuts, coloring appointments, and spray tans with ease, and let clients book online 24/7.
  • DaySmart Pet. Take the lead with DaySmart Pet. Industry-leading software that’s purpose-built for pet grooming, daycare, and boarding businesses. Keep wagging tails happy with flexible appointment slots for baths, haircuts, and nail trims, automated reminders to pet parents, and efficient management of boarding schedules.
  • DaySmart Vet. Cloud-based veterinary software built for your practice. Grow and streamline your business with patients top-of-mind. So, you can reduce paperwork and streamline patient flow with online appointment booking, digital medical records, and seamless insurance billing. Spend more time on furry friends and less on admin.
  • DaySmart Body Art. Run your shop from the palm of your hand. Ditch the sticky notes and endless calls. Schedule consultations, piercings, and ink sessions efficiently with online booking 24/7. Keep track of client portfolios and preferences, and impress everyone with seamless appointment flow.
  • DaySmart Spa. Unwind from scheduling stress to focus on the healing arts. Manage massage appointments, facials, and other treatments with ease. Nurture client relationships and boost bookings with personalized appointment reminders, managed memberships, promotional offers, and loyalty programs online for your clients.
  • DaySmart Rec. Recreation facility management made simple. Schedule activities, public events, classes, and facility rentals effortlessly. Streamline registration and fee collection while creating a vibrant community hub for activity and connections.

At DaySmart, we’ve also applied our tested and tailored scheduling solutions to an app we feel serves across industries. Whether you’re juggling appointments for busy stylists and eager clients, stressed about your vet practice’s secure cloud storage, or frustrated with pet parent communication, DaySmart Appointments has a tool to handle it.

Future Trends in Booking Software: A Glimpse of What’s to Come

Business ownership strategies are evolving at breakneck speed, driven by advances in artificial intelligence, more seamless integrations, and mobile-first experiences.

Let’s face the future together and explore some exciting trends reshaping how we schedule appointments in the months and years ahead.

AI-Driven Scheduling: A Smart Scheduling Assistant

Imagine a scheduling system that runs itself with hardly any input from you. The not-so-distant future world of AI-powered scheduling technology is working toward:

  • Optimization of Staff Scheduling: Say goodbye to overstaffing or understaffing. AI will be able to analyze past booking trends and predict peak times, ensuring the right people are on deck when appointments surge.
  • Automating Routine Tasks: Forget about tedious data entry and manual reminders. Let AI handle the mundane while you focus on high-level tasks and build meaningful client relationships.
  • Offering Personalized Experiences: Forget one-size-fits-all schedules. AI looks through a customer’s booking history to suggest optimal appointment times and services tailored to individual clients’ preferences.

Integration with Other Business Tools

Forget about data silos and clunky integrations. We’re looking forward to more seamless connections between appointment scheduling apps and the rest of your business tech stack.

Imagine:

  • CRM Harmony: Streamline workflows by syncing your DaySmart scheduler with your Client Relationship Management system. Client data flows effortlessly, eliminating duplicate entries and ensuring everyone’s on the same page.
  • Marketing Mogul: Looking forward, software will look for more ways to boost marketing campaigns through scheduling data. Imagine tailoring email blasts based on booking trends or offering targeted promotions directly from your phone.
  • Financial Finesse: Reduce data entry errors and reconcile transactions effortlessly. Seamless integration with financial software ensures accurate bookkeeping and streamlined cash flow.

Mobile App Capabilities

It’s a smartphone world each day, and business owners are always looking for more ways to run their businesses on the go. With the smartphone as an ever-present companion, mobile apps are revolutionizing the way we book appointments by beginning to offer:

  • Push Notifications: Stay in the loop with instant alerts about appointment updates, confirmations, and reminders. No more missed appointments or frustrated clients.
  • Mobile Payments: Make paying on the go a breeze. With integrated payment options, clients can settle bills seamlessly, and you can say goodbye to chasing invoices.
  • On-the-Go Management: Manage your business from anywhere, anytime. Update schedules, approve requests, and monitor performance, all from the palm of your hand.

Voice-Activated Scheduling

What if you could book an appointment with your stylist as quickly as you could say, “Alexa, please add strawberries to my grocery list?” It’ll be possible before you know it! Voice-activated scheduling, integrated with virtual assistants like Siri or Google Assistant, is becoming a reality. This trend will:

  • Enhanced Accessibility: For visually impaired individuals or those on the go, voice commands offer a convenient and intuitive way to schedule appointments and manage calendars independently and effortlessly.
  • Ease of Use: Say goodbye to navigating menus and endless scrolling. With simple voice commands, booking an appointment becomes a breeze for everyone.

Sustainability and Remote Work Adaptation: Scheduling for a Greener Future

Scheduling software isn’t just about convenience; it can contribute to a more sustainable future and support remote work models. 

Think about it…

  • Reduced Physical Resources: Less paper, less fuel spent traveling to in-person meetings, and efficient staff scheduling all contribute to a smaller environmental footprint.
  • Remote Work Revolution: Scheduling tools empower remote teams to collaborate seamlessly, breaking geographical barriers and promoting flexible work arrangements.

We’re excited about the future of online scheduling technology here at DaySmart, looking for ways to innovate as AI evolves, integrations deepen, and mobile experiences take center stage.

Harnessing powerful tech tools like appointment booking software allows small business owners the freedom to transform business, enhance customer experience, and thrive in the ever-evolving online landscape. 

Let’s move forward together. 

Time to Take Action

Now that you’ve equipped yourself with the knowledge of top scheduling apps and software providers, it’s time to take action! Compare features, test drive demos, and find the app that most seamlessly integrates with your workflow.

Remember, controlling your schedule optimizes your success, so don’t wait any longer. Conquer the chaos and boost your business efficiency with the perfect scheduling partner!

DaySmart, for example, offers software solutions for a wide range of industries, each offering unique features that add value to specific types of businesses. Explore product offerings further below:

To learn more about what we offer, book a demo today!

The post Best Scheduling Apps for 2024 | DaySmart appeared first on DaySmart Appointments.

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Prepare your practice for the influx in appointment scheduling this flu season https://www.daysmart.com/appointments/blog/appointment-scheduling-this-flu-season/ Thu, 16 Nov 2023 18:03:46 +0000 https://www.daysmart.com/appointments/?p=639 Prepare your practice for the influx in appointment scheduling this flu season As autumn-lovers happily set up their carefully selected ...

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Prepare your practice for the influx in appointment scheduling this flu season

Woman under the weather on the couch with flu.

As autumn-lovers happily set up their carefully selected gourds, cinnamon-scented pine cones, and other fall decor, many will also be pulling out the jumbo tissue boxes, cough drops, and cold and flu medicines from last year’s supply — or they’ll be heading to the pharmacy to reload the arsenal. America’s favorite season can also be one of the most dreaded times of year, perpetually associated with the impending arrival of illnesses we all try to avoid. 

While it’s too soon to tell if reports of flu intensity in the Southern Hemisphere will become what the Northern Hemisphere should expect this year, the fact remains: it’s flu season. Whether your patients are taking precautions or looking for resolutions, you’re going to see a lot of them this season and deep into the winter months. 

In this blog we’ll help you prepare your practice for the influx in patient demand and increase in appointment scheduling.

Before patients start scheduling appointments, take these steps to get ahead  

With every year that passes, effectively preparing for the surge in patient visits during flu season certainly has its challenges. But with the right resources in place, you can get your practice well-prepared for what’s to come. 

Below are strategies to help you better plan for and manage patient demand this flu season.

Lean into online appointment scheduling

As the stacking of your schedule begins, one of the best ways to lighten the administrative workload of your practice — and also make it easier on your patients — is to implement and encourage online appointment scheduling. By moving the majority of your scheduling from phone calls and putting it in the hands of your patients through your website or app, your team can easily streamline your practice’s scheduling management. Appointments will get scheduled and your team will only spend a fraction of the time managing the process. 

Giving your patients the control to make appointments and submit changes on their own time — with 24/7 access — offers a better, more convenient experience than having to deal with long hold times and count on call-backs. When selecting your ideal healthcare appointment scheduling software, look for one that offers a user-friendly interface for your patients, so they can easily view availability of your practice by location, time, and appointment type.

Prioritize your practice’s time management 

As you start to save time on scheduling appointments with online tools, further harness the ways in which you can automate other administrative tasks, too — like handling appointment reminders. Take the responsibility of calling every patient with an upcoming appointment off of your team’s plate and lean into a healthcare scheduling software that offers capabilities like automated email and text reminders. 

By offloading manual admin tasks and freeing up time for your team, together you can more readily focus on patient needs, giving them the time and attention they deserve. When looking for the right healthcare scheduling software\, also consider one that enables seamless integration with your EMR system, so you can avoid dealing with manual data entry and reconciliation.

Track trends for future forecasting 

As the flu season progresses further into the winter months — and with it, your busy schedule — you may have the opportunity to harness the value of the patient data collected throughout your hard work. Working with a healthcare scheduling software provider that also offers robust reporting can help you gain visibility into patient appointment history and cancellations. You can then leverage that historical data to generate insights and forecast future appointment trends. This will help you get a better handle on what to expect as your patients continue scheduling appointments, ultimately enabling you with information to optimize your preparations month after month.

Keep yourself and your team healthy

While you take care of the community around you this flu season, please don’t forget to also take care of yourself and your team members. Both your physical and mental wellness should be a top priority. Take seriously the simple actions of wearing a mask and keeping sanitizer stations full, as these small precautions may go a long way in keeping your practice healthy. 

Amidst the bustle, find time each morning to check in with yourself and your staff to see how things are going, how people are feeling, and where help could be shared. Pay attention to queues that could point to you getting dangerously rundown. Give breaks to those who need them and consider your options if you realize outside support is necessary — this could entail hiring additional temporary team members or leaning on staffing agencies to get you through the season.

Patient receiving flu vaccine with others waiting to receive their vaccine in the background.

Look for a software that offers more than appointment scheduling

As with all the others before it, this flu season will likely be a busy one but, as always — it will eventually be behind us and your commitment to care for your community will be evident as symptoms fade away. Until then, do your best to prepare for the uptick in patients scheduling appointments at your practice. Consider the strategies we’ve covered and evaluate your use of resources like an ideal healthcare appointment scheduling software. Just as you and your team handle a multitude of tasks throughout each day, so should your scheduling software. It should offer flexibility to meet your needs and the demands of your practice, especially during your busy seasons. It should also come with a level of support to help you get the most out of the tools available to you.

DaySmart Appointments is an easy-to-use healthcare and medical scheduling software designed to help you provide patients with a simple way to schedule appointments online — all while helping your team stay organized, work more efficiently, and use time more effectively. Nimble, robust, and streamlined, it could be the perfect match for what you’ll need this flu season and beyond. 


To discover if DaySmart Appointments is right for your practice, schedule a free demo.

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Streamlining Your Open Enrollment Process   https://www.daysmart.com/appointments/blog/streamlining-your-open-enrollment-process/ Wed, 01 Nov 2023 17:31:04 +0000 https://www.daysmart.com/appointments/?p=612 Streamlining Your Open Enrollment Process Open enrollment, also known as benefits enrollment, is a crucial annual event for employees and ...

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Streamlining Your Open Enrollment Process

Open enrollment, also known as benefits enrollment, is a crucial annual event for employees and employers alike. It’s the period during which employees can select, change, or renew their benefits, such as health insurance, retirement plans, and other perks offered by their employers. For insurance companies, facilitating a smooth and efficient benefits enrollment process can lead to increased customer satisfaction and loyalty. We spoke with DaySmart Software’s Benefits and Operations HR Manager, Alisha VanTiem, to hear her insight into the open enrollment process and what insurance companies can do to make this time easier for themselves and their clients.  

If you’re more of a visual learner, view our infographic instead. 

Stay Relevant, Companies Start Shopping Early 

We know that open enrollment typically occurs on an annual basis and provides employees with the opportunity to select or modify their coverage options. While most companies have their open enrollment starting in the fourth quarter, they started shopping for benefits many months prior. When asked about her shopping patterns VanTiem stated, “In many ways, companies are shopping for benefits all year round. I’m continuously looking at the market to see what’s new, uncover trends, and explore new products.”  

This means benefit companies need to regularly communicate with their audience all year to stay relevant and top of mind. Once HR professionals start shopping around, you want them to think of your business first. 

Keep Doing What Companies Love

When working with insurance companies, benefits managers like Alisha look for a slew of traits like:  

  • Tailored solutions and customized benefit plans to meet specific needs. 
  • Expert guidance and valuable insights to employers and employees. 
  • Efficient communication to ensure a seamless process. 
  • Dedication to their role and providing workers with high-quality care. 

A concrete way to effectively communicate and show dedication in your role is to schedule the needed time to go over vital details and answer questions. Integrating your schedule with multiple businesses can be tricky but a business management solution like DaySmart Appointments makes the scheduling and follow-up process simpler.  

This can also make your company stand out as a brand that prioritizes providing value as VanTiem told us in this story, “This year a potential carrier made time to talk with me and my team about their business model and what sets them apart. I think it’s telling when an insurance company will make time for that.” She also got to learn about their support team and the resources that they offer employees first-hand, which is a helpful component of these conversations. 

Still, the best part about the process comes down to affordable solutions and bountiful options. 

And Stop Doing What Companies Find Frustrating  

Enhancing the benefits enrollment process is simple; find the areas of improvement and, you guessed it, improve them. 
 
According to Alisha, the number one area of improvement was transparency. “We’re already seeing improvements in this area with increased pricing transparency as well as accessible tools that allow members to look up pricing for common procedures before they schedule appointments.” she said. An example of an accessible tool would be a healthcare cost comparison tool. For example, an employee with a medical condition that causes them to go to the emergency room on a regular basis can use this tool to pick their insurance plan based on the lowest emergency room copay amount.

Communication was a close second area of improvement. Alisha also stated, “Insurance is so complex it can be difficult for employers to strike the right balance of sharing enough information with employees without creating an overwhelming number of options.” Whether companies balance those scales or leave them tilted, employees will always have questions. While they can run to their HR heroes, sometimes employees will need to reach out to their benefits companies for further assistance.

Remember, You Do This for Employees 

When discussing benefit packages, keep in mind that the people you do this for are employees, and their feedback on your service matters. If employees ever need to reach out for further assistance, consider the following: 

  • Clear and Timely Information: Employees appreciate well-structured communication about benefit options, deadlines, and changes. 
  • Educational Resources: Access to resources like webinars, FAQs, infographics, blogs, and video tutorials can aid employees in making informed decisions. 
  • Assistance Channels: Offering multiple channels for inquiries, including phone, email, text support, user-friendly online portals, and chat support ensures that employees can easily get the help they need. 

You also must stay up to date with what employees are looking for because benefits managers are always shopping in their best interest. VanTiem gave this insight about what employees want to see. “There’s a huge interest in overall health and well-being and employees look to their insurance company and employer for resources that support them. That could be integrated wellness programs, complimentary smartphone apps for activity tracking, or mental health resources like virtual therapy and meditation.” 

Additional Tips from Alisha 

Alisha VanTiem noted the generation differences within the workforce and the different needs that each generation is seeking beyond the standard healthcare and retirement plan that Baby Boomers tend to look for. 

VanTiem explained that Gen Z highly values flexible work schedules, inclusive and diverse environments, and mental health benefits as mentioned before.  

“Millennials like me care a lot about financial planning, flexible work, and parental leave. Many millennials continue to repay student loans so assistance with repayment is a valuable perk for this group. Gen X has different wants and needs like retirement planning and caretaker resources. Vacation time is also important to our Gen X employees, maybe more so than other groups.” 

The best approach is to provide an assortment of options so employees can customize their benefits plans to fit their needs. 

Improving the benefits enrollment process is essential for insurance companies to provide excellent service and meet the expectations of their corporate clients and their employees. By addressing areas for improvement and meeting employee needs, insurance companies can enhance their offerings and foster long-lasting partnerships. DaySmart Appointments allows insurance companies to stay relevant to their audience, organize meetings with HR leadership, and save you time so can focus on negotiating more deals. Book a demo with us to learn how we can make your benefits enrollment process a breeze. 

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