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Appointment Management Module for Xodox CRM

The Appointment Management Module for Xodox CRM is designed to streamline and simplify appointment scheduling. By integrating location-based services, staff selection, and Google Calendar synchronization, this module provides a robust and scalable solution for businesses to efficiently manage their appointments with enhanced reliability and flexibility.

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Key Features of Appointment Management

Comprehensive Appointment Management
  • Book Appointments: Easily schedule appointments with clients.
  • Google Calendar Sync: Automatically sync appointments from Xodox CRM to Google Calendar (One-Way Integration).
  • Calendar Views:
    • View appointments on the calendar.
    • Location-based staff availability.
    • Calendar layouts with multiple options (daily, weekly, monthly).
  • Public Appointment Booking:
    • Staff can generate embedded code for appointment scheduling.
    • Shareable public URLs for clients to book appointments.
Enhanced Scheduling Functionality
  • Holidays & Unavailability:
    • Staff can set holidays and unavailability dates.
    • Disabled time picker based on staff unavailability.
  • Dynamic Status Creation: Create custom statuses for appointments.
  • Room Availability: Manage room availability for specific locations.
  • Multiple Services: Supports scheduling for various services.
  • Import Appointments: Easily import appointments across any date range.
Advanced Automation
  • Notifications for Appointments:
    • Receive automatic notifications for booking confirmations, reminders, cancellations, and more.
  • Dynamic Email Templates:
    • Customize over 7 email templates for different appointment events (e.g., reminders, approvals, cancellations).
User-Friendly Features
  • Custom Fields:
    • Add custom fields to public booking forms for enhanced data collection.
  • Appointment Summary:
    • View detailed appointment summaries.
    • Generate reports with advanced filtering options.
  • Staff Permissions:
    • Staff access is controlled by Admin permissions to ensure security.
Project Creation from Appointments
  • Easily create projects directly from an appointment for related customers using the ‘Create Opportunity’ button.

Email Templates

For Clients
  • Appointment Reminder: Notify clients of upcoming appointments.
  • Appointment Booked: Confirmation email for successfully booked appointments.
  • Appointment Missed: Notify clients of missed appointments.
  • Appointment Cancelled: Inform clients of canceled appointments.
  • Appointment Awaiting Approval: Notify clients about pending approval for their bookings.
Appointment Status Types
  • Approved: Confirmed appointments.
  • Cancelled: Appointments that have been canceled.
  • Missed: Appointments marked as missed.
  • Upcoming: Appointments scheduled for the future.
  • Waiting for Approval: Appointments pending approval.
For Staff
  • Appointment Reminder: Send reminders for scheduled appointments.
  • Appointment Booked: Notify staff of new bookings.
  • Appointment Approved: Confirm approvals for appointments.
Multi-Lingual Support

The module supports multiple languages to ensure ease of use across global teams and clients.

How it Works

Setup

Define staff availability, service types, and room allocations.

Booking

Clients or staff can book appointments using the intuitive interface or public URLs.

Notifications

Automatically notify all stakeholders about appointment updates.

Monitoring

Use the dashboard, reports, and calendar views to track appointments.

Follow-Up

Send reminders and updates to ensure smooth appointment management.

Benefits of the Appointment Management Module

Streamlined Scheduling

Centralize all your appointment bookings with a unified calendar interface.

Increased Efficiency

Automate notifications and reminders to reduce manual effort.

Enhanced Customer Experience

Public booking options and real-time updates ensure a seamless experience for clients.

Improved Team Collaboration

Enable staff to manage their availability and share schedules effortlessly.

Customizable Solutions

Adapt the module to your unique business needs with custom fields and email templates.

Why Choose Xodox Appointment Management Module?

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Simple Pricing, Powerful and Unlimited Features

Go Monthly
Xodox CRM Features
$29
$
20
/Month
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 days free trial
Most Popular
Go Annually
Xodox CRM Features
$259
$
220
/Year
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 days free trial

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Transform Your Appointment Scheduling Today!

Streamline your processes, enhance client experiences, and boost your team’s productivity with the Appointment Management Module.

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