Each member of your team can create a stand-alone ‘booking page’ or embed their widget on your website. Powerful options to control appointment length, time between appointments, etc… You can configure all the details related to each appointment type, and setup automated actions that happen when a time is booked.
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Appointment Scheduling Toolkit
Staff can schedule Appointments, and Prospects/Clients can book their own Appointments if allowed
Multiple Appointment Types can be set, allowing each Staff member to be uniquely available to be booked
Appointments show on both the Staff member’s Calendar and on the Prospect/Client’s Calendar
Client or Staff can easily cancel Appointments if needed
New Clients can create an Appointment while self-registering into the platform
Bird’s Eye View of Tasks, Events, & Appointments
Easily see all of the Tasks from all Projects, arranged by due date and color coded by Priority
Any Events that are assigned to Clients will appear on the Calendar
See all Appointments, including if it’s Open, In Progress, or Completed
Intuitive Filtering
Filter the displayed Tasks by a multiple of attributes, including Status, Priority, Project, and Assigned User
Filter the Calendar by particular Task Due Date on a weekly or monthly window
All filters allow for multiple items to be chosen allowing you to get exactly the view you need to inspect and manage your Projects, Tasks, and Teams
Granular Task Management
Beyond the high-level overview power of My Calendar, you also have the capability to work on an individual Task level
With just a few clicks, you can easily create new Tasks, edit existing Task details, and drag &drop Tasks to change their Due Dates
Click into a specific Task to be automatically taken to that Task in the context of its assigned Project, letting you get a full view all from one starting point
