Customer Appointment Manager

4.1
Overall rating
Reviews

4.1
Overall rating
Reviews

About Customer Appointment Manager

Atlas Business Solutions’ Customer Appointment Manager is an on-premise appointment booking solution for salons, spas, massage therapists, medical facilities, driving schools and law offices. Key features include waiting list management, scheduling for recurring appointments, employee work schedules and prevention for conflicting appointments. Customer Appointment Manager provides a daily, weekly and monthly calendar view of appointments. Managers can drag and drop appointments, view employee schedules, send email reminders to customers and view productivity reports. It also provides an appointment form that helps users to view the appointment history of each client, view their photos and schedule recurring appointments. Customer Appointment Manager lets salon managers block schedules of employees for holidays or business closure days. Users can mark appointments as canceled, confirmed, no-show, checked in and completed. They can also create custom statuses and background color to manage customer appointments. The solution is compatible with Windows operating system including 2000, NT, XP, Vista as well as Windows 7, Windows 8 and Windows 10.
Customer Appointment Manager Software - Appointment booking form
Customer Appointment Manager Software - Closed days in calendar
Customer Appointment Manager Software - Employee productivity report
Customer Appointment Manager Software - Monthly calendar view
Customer Appointment Manager Software - Employee schedules
Customer Appointment Manager Software - Appointment booking form - thumbnail
Customer Appointment Manager Software - Closed days in calendar - thumbnail
Customer Appointment Manager Software - Employee productivity report - thumbnail
Customer Appointment Manager Software - Monthly calendar view - thumbnail
Customer Appointment Manager Software - Employee schedules - thumbnail

Customer Appointment Manager pricing

Customer Appointment Manager does not have a free version but does offer a free trial. Customer Appointment Manager paid version starts at US$295.00/one-time.

Starting Price:
US$295.00/one-time
Free Version:
No
Free trial:
Yes

Alternatives to Customer Appointment Manager

Customer Appointment Manager Reviews

Feature rating

Value for Money
3
Functionality
4
Ease of Use
4.5
Customer Support
4.4
5 reviews of 13 View all reviews
Carr
  • Industry: Consumer Services
  • Company size: Self Employed
  • Used Monthly for 1-5 months
  • Review Source
Value for Money
0
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 30/07/2022

Customer appointment manager rev

Pros

I like that it helps you with your appointment scheduling. You know when you have a appointment and when to get it done.

Cons

Everything is good and working properly to me.

Jo-Ann
  • Review Source
Value for Money
0
Features
0
Ease of Use
4
Customer Support
4

4
Reviewed on 20/06/2014

Easy to use and learn

I do like the features of the Customer Appointment Manager. It is easy to learn and use and the customer support is great. There are some features I wish it included and hopefully they will in the future. The first is the "timelime". I wish that it would show more clearly across scheduled appointments. It is hidden where appointments are scheduled and since our schedule is uusally full we cannot access the time line. I also would like more fields available to address types of appointments/clients (other than services). Also, a buit in "key" to alert staff to an individual's particulars (difficult, owes money, special needs etc). I have set up my own system to do this but no one else really understands my "key" unless I show them. I also wish that there was an automatic symbol or something that indicates we have an email address in the Customer Appointment Manager for an indiviudal. Again, I have had to come up with my own by putting the "+" sign at the end of there last name. These symbols do not show up on the appointment reminders to our clients (glad about that because it would look weird and they may ask what they meant). In general I would like more customizable options.

Response from Atlas Business Solutions

Thank you for the feedback! Here are some suggestions that may help.

Adjusting the Time Interval will allow you to view information for the scheduled appointments more clearly. In the Company Options window (from the Tools menu) you can choose from 5-minute, 10-minute, 15-minute, 20-minute, 30-minute, and 1-hour time intervals. The smaller time increments will allow for more space and more detail to be displayed on screen.

You can set up Custom fields for both the Customer record and Appointment form. Custom fields are set up from the File menu.

Custom statuses for appointments are also set up from the File menu. Each status has a corresponding icon that is displayed on your calendar.

You can customize the fields that are shown on the Daily and Weekly views in the User Options window (from the Tools menu). You¿ll be able to display the customer¿s email address, custom fields, status, and much more.

Learning resources are available on the Training page on our website.

Replied 20/06/2014
Kane
  • Review Source
Value for Money
1
Features
2
Ease of Use
2
Customer Support
1

1
Reviewed on 15/11/2016

Worst application ever

THIS APPLICATION CRASHES LIKE HELL. EVERY 5 MINUTES IT SHUTS ITSELF DOWN AND WE HAVE TO RUN MAINTENANCE EVERY TIME. SO STUPID APPLICATION, WASTE OF MONEY AND TIME

Evelyn
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 27/05/2020

Perfect software for scheduling

Pros

What I love most about this software is that it’s very easy to use and you can customize it to your preferences. Love that it reminds you of Any upcoming appointment as well keeps track Of them.

Cons

I have been using this software for quite some time and I don’t have no. Complains as of yet , it would be nice if they have a sms option

Lee
  • Review Source
Value for Money
0
Features
0
Ease of Use
4
Customer Support
5

4
Reviewed on 1/10/2014

Not a bad program, but could use improvement for field service businesses

We have been using this program for years. We are a service business, so our scheduling is our #1 tool in our front office. This program does the job pretty well. The only real improvement I could see, and this is for service businesses, is the ability to print a map/directions. Many of the other scheduling programs geared towards service businesses have this and it's a nice feature. Yes, this is the day and age of GPS, but from the front end perspective, it's nice to see how long (estimated) your appointments are in travel time from stop to stop. I think this software functions well, but is more likely geared towards companies that don't do field dispatching. A mobile app would be nice as well (again, this is more common in programs geared towards field services). All in all, if you have a service business, where you are dispatching trucks and technicians, this program is "OK". You will find that you quickly outgrow the programs capabilities .....

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