Accountants: How to Create Amazing Appointment Scheduling Sites

Accountants: How to Create Amazing Appointment Scheduling Sites

Quality of service in the finance industry is something that can not be demonstrated to others unless they experience it.

Yes, there are metrics indicating how you are performing compared to your rivals, but even it is only expressing little about efficiency.

In the past, companies used to use advertisements, to which the Internet has opened alternatives in today's digital age, such as websites and scheduling sites for appointments.

A great online presence can help you connect a lot more powerfully to your customers than ever before. It brings faith, trust and high quality standards to the customer's minds in business.



In this scenario, we will be focusing on how to create an amazing appointment scheduling site so that you can make the best of it to showcase your business.


Do you really need an attractive appointment scheduling site for your company?

Accountants provide a service which is hard to be shown physically, unlike tangible products. So, how will you show your service to your clients using a website? Well, you cannot. What you can do is give a sense of trust and confidence to your customers by having a good-looking booking page.

An attractive web platform is critical for growth to accountants today, This also gives you an opportunity to show the quality of your service by having an amazing booking page.

Thus, it is really essential that you carefully plan your booking page so that you can give your customers a fantastic online appearance that can help you attract more customers over time.


Certain rules and guidelines need to be followed while doing this. But why?

Each industry follows a defined language of design. If you take many companies in the same sector you will note that the way they have their websites built would have some correlations.

That is because design language plays a crucial role in communicating a company's ideals. For example, Beach Resorts use a lot of blue on their websites because that is the most common color you will see in that industry.

Likewise we like to include a certain combination of colors on our websites. In reality, this is what the consumers want to see on their websites, as this is what indicates that you know what you are doing.

In reality, a well-designed web page will show that you took the effort to build such an identity that your customers undoubtedly want.

Customers who are looking for great quality services like yours will expect that also in your online presence. Be it the Motel Industry, Spa Salons, Digital Marketing Agencies or any other industry for that matter, having an attractive and good-looking appointment scheduling website can only work wonders for your business.

This guide gives an overview of what you need to know when designing your scheduling appointment page in your industry. If you need directions for every step of the process, we have a guide made for that very purpose.


All right, so, how should you go about making an appointment scheduling site?



Before scheduling an appointment with your company, everything the customer needs to know must be included in your appointment scheduling site. This should include all the information they need to know, and that will make them book a time slot with more information and convenience.

The booking page's architecture and style should not be too different from your website, simply because it will not help forming a single visual theme for the online presence of your company.

The background picture of your booking page will not be much going on because it takes so many things onto your booking page.

We would suggest that you try a booking after developing the website from top to bottom so you can find the finer details on the booking page which may not be relevant. Surely doing all these will result in a much better experience for your customers.


The best place to start is your background image.

The first thing that you need to do is to have an idea of how your booking page should look like at the end. This will help us eliminate waste of time while designing the same. To help with this, you can take a look at websites of other successful accountants or financial firms. This will help you think of a design that is inline with your industry.

One thing you are sure to note is that they would have a color scheme that they use consistently across all their websites. This is done so that there is a uniform and professional look to those sites.

Often photos from your company can help consumers to get more clarity. Also, if you have any pictures from your establishment that you can include on the booking page, it would be great on your booking page.

If you do not have anything like that, you may also get any from certain websites as Unsplash. You can find more information on how to obtain context images for you on the guide mentioned earlier.

The color scheme you will be using would also impact your background image.

If you have at least two colors on your website, this is the color scheme we would suggest to move ahead with on your background picture. When searching for background pictures you should bear these colors in mind, so that you can give priority to those who have these on them.

That will mean that both the website and the booking page are handled equally, so that it would look seamless as consumers turn to the booking page from the website.

Also be careful that the picture you are using on your computer will not have too many items or elements on it, because that would make it harder to read the text that will appear on top of it.


What about the other things on your site, then?

Remember the color scheme which we have used on our background image? We will be using the same on the buttons and text as well.

After designing the background, we mainly have four areas where you will need to apply colors to your booking page: Background Color, Text Color, Color button and Text Color button.

You need to pick a suitable color for each of these elements from your color scheme. When doing this, make sure that the color you add blends well with the background area behind it. This way, you will be able to make sure that everything on the booking page goes well with each other.

Another aspect you ought to bear in mind is to be sure the text is visible quickly with the color you have selected for it. From your paint scheme, you can try different colors for your text, and pick the one that is more visible on your website. If you can not find one from your color scheme, you can either go in black or white.

Keeping the same suggestion in mind, try out different versions of the website and choose one you think is the most suitable.

The text on your site is probably the most powerful part.

You have got two lines of text just above the buttons. You can use this space to add anything you want to your site. While some use this to provide information on their service, you can use it to market your service as well. Anyway, make sure you are making the best of it.

Keep in mind that you can rely on them to read it before moving over the buttons, because the text is above the buttons. You can even adjust the background and include a small amount of detail using certain graphic editing software if you find the space available for the text is not enough.

When building your booking account, we strongly suggest that you check your edits by hitting the Go To button at the very end of the Workspace settings and checking your booking page's live preview. This means you can change the designs while you continue editing and adjusting the various parts of the booking page.


Is that everything that you need to do? Not quite!

Collect feedback from others after your work is done by showing them your site. Sometimes, we get carried away with our design that we often overlook some items that others may notice.

It is also vital that you receive feedback from people you trust, such as colleagues, family members or friends, who can assess your work and have recommendations that may or may not improve your booking page.

Once your booking page has been rolled out, get your customers feedback and ask them to suggest any improvements that might be made from their perspective. This act not only provides you knowledge that you can use to develop your site, but it also lets consumers feel comfortable when they ask for their input, as it makes them believe you care about the quality of your product.

This will only be a long-term value for you, as it will also help build customer loyalty towards your facilities and services.

We hope you will find this guide helpful. Please share this with anyone you may think will benefit from this tutorial. Once again let us know about any questions you may have via the comments section below.


Image Credits:

    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner






                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Kaizen #190 - Queries in Custom Related Lists

                                                                                                              Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within
                                                                                                            • Need the ability to have read only fields on a form.

                                                                                                              There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the user
                                                                                                            • Reverse payment on accidentally closed invoice.

                                                                                                              An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?
                                                                                                            • New integration: Track booking page appointments in Google Analytics 4

                                                                                                              Hello all, Greetings from the Zoho Bookings team! We’re excited to introduce our new Google Analytics 4 (GA4) integration designed to help you track booking activity, understand customer behavior, and measure marketing performance, all in one place. What
                                                                                                            • How to list emails in a folder, e.g. Inbox, on multiple pages when using Zoho mail webpage?

                                                                                                              Something as shown in the figure. There are totally 50 emails in Sent folder. If "Mail per page" equals 20, then the Sent folder is split into 3 pages. When I wander through Sent folder, I can just select a specific page to jump to. BTW, it seems that
                                                                                                            • How to add image to items list in Invoice or Estimate?

                                                                                                              Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because
                                                                                                            • Zoho Calendar soft bounce on @hotmail.com and @yahoo.com email addresses

                                                                                                              Hello, our Zoho calendar recently does not send the calendar invites to emails with hotmail and yahoo domains and comes back with a "soft bounce". other domains like Gmail works fine. Also sending "email" to the same emails to the above domains work well
                                                                                                            • How can I filter a field integration?

                                                                                                              Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.
                                                                                                            • ERROR CODE :512 - 5.4.4 DNS error:NXDOMAIN.

                                                                                                              Suddenly we cant send mail, we are getting this error for all outbound mail to multiple domains.
                                                                                                            • Can Zoho Flows repeat Actions more than once?

                                                                                                              I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions
                                                                                                            • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

                                                                                                              Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
                                                                                                            • customer data security

                                                                                                              We are exploring ways to enhance our within Zoho CRM. Our Goal: We want to fully integrate RingCentral with Zoho CRM to enable click-to-call functionality for our sales team. However, to comply with data privacy regulations and protect customer contact
                                                                                                            • Zoho Cliq not working on airplanes

                                                                                                              Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly
                                                                                                            • Sync CRM inventory data with Zoho Books

                                                                                                              I just switched everything over to ZoHo books, but I am trying to find out why the CRM Estimates, Invoices, and Sales Orders created in ZoHo CRM are not then duplicated in ZoHo Books? I had Quickbooks before, and had to do everything twice, I thought
                                                                                                            • mask Customer phone number and agents cant see customer phone number

                                                                                                              Is there any way we can integrate Zoom Phone with Zoho CRM while ensuring that customer phone numbers remain masked? We need a solution where agents can make outbound calls but cannot see customer phone numbers. Please let us know if there is any solution
                                                                                                            • Email Reminders on Shared Calendars

                                                                                                              How do we turn off the setting that emails reminders to everyone who has accepted or declined a calendar invite? If 8 of us have been invited to the same meeting, we receive 8 notifications for every step of the process, from invitation to decision.
                                                                                                            • Default Sorting on Related Lists

                                                                                                              Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created
                                                                                                            • One Contact with Multiple Accounts with Portal enabled

                                                                                                              I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
                                                                                                            • WebDAV / FTP / SFTP protocols for syncing

                                                                                                              I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.
                                                                                                            • What's New in Zoho Inventory | Q2 2025

                                                                                                              Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting
                                                                                                            • How to refresh a ticket view ?

                                                                                                              I am doing a widget where I send a rest api call to make a new draft to the ticket I am viewing. The issue is sometimes it refresh a ticket view and I can see inserted draft right away, but sometimes I do not see it even if it is inserted correctly and
                                                                                                            • Ugh! - Text Box (Single Line) Not Enough - Text Box (Multi-line) Unavailable in PDF!

                                                                                                              I provide services, I do not sell items. In each estimate I send I provide a customized job description. A two or three sentence summary of the job to be performed. I need to be able to include this job description on each estimate I send as it's a critical
                                                                                                            • Merge Items

                                                                                                              Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.
                                                                                                            • Supervisor Rules - Zoho Desk

                                                                                                              Hi, I have set up a Supervisor Rule in Zoho Desk to send an email alert when a ticket has been on hold for 48 hours. Is there a way to change it so that the alert only sends once and not on an hourly basis? Thank you Laura
                                                                                                            • ResponseCode 421, 4.7.0 [TSS04] Messages from 136.143.188.51 temporarily deferred due to user complaints

                                                                                                              Had email bounce. Let me know if you can fix this. Thanks. Michael
                                                                                                            • Zoho Canvas - Custom templates for related lists

                                                                                                              Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that:  1) How can i make my own custom templates for related lists?  2) Where and how can i check out existing custom templates?
                                                                                                            • Automation #15: Automatically Adding Static Secondary Contacts

                                                                                                              Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence
                                                                                                            • New Zoho triggers Google Dangerous flag due toabnormal charcters

                                                                                                              Just signed up and doing my first email test. I sent it to my google email account but it got flagged as Dangerous" due abnormal characters. My DNS setup looks ok. Page snips attached Help Please Thanks, Rick DC PowerWorld
                                                                                                            • Is there a API to fetch tasks in a Board/Section

                                                                                                              I am writing a scheduled function that retrieves all the tasks and send an reminder on cliq. I cannot seem to find a API to fetch tasks (by user / board / section) What are the way to fetch tasks?
                                                                                                            • Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.

                                                                                                              I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,
                                                                                                            • Adding an Account Name to Tasks/Reminders

                                                                                                              Does anyone know how to add the related account name to a task?  When we look at the list of activities and when the reminders pop up, there is no way of quickly seeing who the account is. 
                                                                                                            • Top Bar Shifting issue still not fixed yet

                                                                                                              I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling
                                                                                                            • Triggering Zoho Flow on Workdrive File Label

                                                                                                              Right now Im trying to have a zoho flow trigger on the labeling/classification of a file in a folder. Looking at the trigger options they arent great for something like this. File event occurred is probably the most applicable, but the events it has arent
                                                                                                            • SendMail to multiple recipients

                                                                                                              Hi, I'm trying to send an email to a list of recipients.  Right now the "to" field is directed to a string variable. (List variables won't work here). In the string variable, how can I make it work? trying "user@app.com;user2@app.com" or "user@app.com; user2@app.com" just failed to send the emails. Ravid
                                                                                                            • Populate drop down field from another form's subform

                                                                                                              Hello, I found how to do that, but not in case of a subform. I have a Product form that has a subform for unit and prices. A product might have more than one unit. For example, the product "Brocoli" can be sold in unit at 3$ or in box of 10 at 25 $. Both
                                                                                                            • Usar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?

                                                                                                              Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,
                                                                                                            • Signup forms behaviour : Same email & multiple submissions

                                                                                                              My use case is that I have a signup form (FormA) that I use in several places on my website, with a hidden field so I can see where the contact has been made from. I also have a couple of other signup forms (FormB and FormC) that slight differences. All
                                                                                                            • getting error in project users api

                                                                                                              Hello, I'm getting a "Given URL is wrong" error when trying to use the Zoho Projects V3 API endpoint for adding users to a project. The URL I'm using is https://projectsapi.zoho.com/api/v3/portal/{portalid}/projects/{projectid}/projectusers/ and it's
                                                                                                            • Change total display format in weekly time logs

                                                                                                              Hi! Would it be possible to display the total of the value entered in the weekly time log in the same format that the user input? This could be an option in the general settings -> display daily timesheet total in XX.XX format or XX:XX.
                                                                                                            • Different Company Name for billing & shipping address

                                                                                                              We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always
                                                                                                            • Next Page