Customer Success: Learn to Create Amazing Appointment Scheduling Sites

Customer Success: Learn to Create Amazing Appointment Scheduling Sites

Customer Success is a growing field where many businesses can achieve success in growth due to help from experts in the field. Interaction with the client is key to making most of the time available to help the customer.

Using a scheduling appointment platform will also allow you to concentrate more on your work, rather than waste time handling appointments, which in turn will increase your efficiency in doing the former.

You will need an appointment scheduling site to do so such that your appointments are managed by the tool without having you spend time for it. This will help you compete with other companies that have a similar online management approach to appointments.



In this guide, we will have a brief look as to how you can do that for yourself without spending too much time and effort for something as important as this.


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

Your offering to your customer is something intangible. Businesses providing services like these also need other ways to demonstrate their value in quality of service.

In the age of today, where every company has an online presence to remain competitive, you need one to compete with others in your industry as well. It is important because many still lose customers on the internet to others who make themselves more appealing to these customers.

Therefore, in order to connect to your customers about your service quality and remain ahead of the competition in doing so, you need an appealing scheduling appointment platform so that you can demonstrate your company in the best possible way.


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

That industry has many designs and colors associated with them, as this allows us to convey the feeling of the industry's goods or services. Similarly, you must also follow a certain design language to help make the customer feel safe and confident while choosing to get your service.

This is important because sometimes using an incorrect design on your booking page can be disastrous for your business.

In fact, you will also end up losing your competition customers who have a more friendly online presence than you. And doing the right thing every move will help you make sure you are on the internet in your best shape.


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



You can not effectively show your service visually on your booking page in your line of business.

Instead, the attention should be on how the customer will feel on the booking page while they are on. This should help with a fun and relaxing theme. Additionally, you can also provide any information that the client should know about on the booking page before scheduling an appointment with your practice.

This way you can guarantee that the customer has everything they need right from the web without having to look for it anywhere. It makes it easy for them to do so and they enjoy such thinking from your side.


The best place to start is your background image.

To get started with designing, you need to get an idea of how your booking page would look like to the end. To assist with this, you can search for suggestions from other blogs or from your industry's booking pages.

While you can select whatever color you want, we would advise you to choose a color that makes it easier to read the text on top.

White or whitish colors are in this respect usually the best choices. This allows us to focus on the text rather than the design of the reader while at the same time complementing it which is what we want on our website.

If you would rather go for a darker color in nature, make sure the color makes it easy to read the text on top, which will have a contrasting colour.

If you like you can go with an picture, too. Try to pick a picture that has lots of whitish shades that dominate the picture for the reasons we have just talked about, if that is the option you would like to go forward with.

Let us suppose you chose white as the primary color for the purposes of this tutorial. Now that we are going to use one color in the color scheme we have defined; we have to add another color with white.

The advantage of a color scheme of using a color based on white is that it can be used in conjunction with nearly all colours. When there are so many colors to choose from, how can we pick the second one for our scheme?

Another look at some of the popular websites or booking pages can help. You can also search for your primary color paint combinations on the internet, and select one that looks cool and calming. Many companies have a color scheme that they frequently use for their websites and this is where you need to pick the color. Start searching for a background picture that combines these two colors very well, despite the combination of these two colours.

This is because it provides a very warm and attractive look to your booking page, because this color scheme is used extensively on all elements of your booking page. The exception to that is that if you already have a website using a certain color scheme, it will be easier to adhere to it specifically if the company adopted the design language exclusively.

Also pictures you have from your work can be included. If not, you can check pictures from websites such as Shutterstock and 123rf for pictures provided for that particular reason or you can also look for royalty-free pictures from other websites.

Make sure the picture you choose is not too cluttered with topics, because you can clearly see the text on the booking page that will fall across it. When you plan to add the logo to the background instead of the default logo on the top left corner of the website, please bear in mind that you will need to use applications like Canva or specialized tools like Photoshop for this purpose.

Now that your background picture has been finalized, let us go through next color customization.


What about the other things on your site, then?

We had already discussed that the color scheme used on this page would also be applied to other elements. It is so that we must make sure that the backdrop and the elements go together when it comes to visual design.

Make sure the right color is applied when adding the same for both the text and the buttons which contrasts with the color below. For example, if the background color on the screen where the text is being filled in is white, then the text color will be the other color you have selected in your color scheme.

Furthermore, for the same reasons, one should always ensure that the company logo used on the booking page always blends in well against the background.

Once all of these have been done, check the website by clicking the Go To button at the very end of the customization options to verify if all is the way you need it.

You can then determine, depending on this, whether anything you have applied to the website needs to be changed or modified so that it appears better than before.


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

The text on your booking page consists primarily of two lines, which can be used when appropriate.

Although some will use this to display phrases used to promote their brand, some will use it to provide detailed guidelines which should be taken into account when making appointments.

So when you book your practice appointments the text on the website is always down to what the customers need to see. This room can also be used with imaginative terms for the subtle ads.

Make sure that customers understand the text easily and clearly, and know what they need to understand before scheduling their appointments.

Additionally, if you want to view additional text other than those two parts, editing the image will allow you to add it to the background material. Make sure that the text is not added to the picture where the buttons overlap, and avoid the buttons on the booking page for this case.

Keep in mind that the color of the paper matches the color that you use on the other text-based components to ensure the design is legible and consistent.


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

Take a long, deep look at your page to see if you have the site like how you wanted it earlier. You can also ask other people for their feedback on your page to have another opinion on what you have done. This may help you get some ideas to improve your booking page even further.

We will recommend that you continue to review your page for any updates you make so that you can make further adjustments through the editing method.

Overall, it is important to be sure that your booking page is not cluttered, that it is beautifully appealing and readable to anyone who could use it very clearly. Before scheduling an appointment with your meeting room, you should also ensure that all relevant details are provided which should inform consumers.

We hope that this guide has helped you! If in case you have any questions regarding this guide, let us know in the comments below.

    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

                                                                                                            • Regex in Zoho Mail custom filters is not supported - but it works!

                                                                                                              I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex
                                                                                                            • Importing a new list into campaigns

                                                                                                              I'm in the middle of switching my email platform to campaigns. I have a list that I want to import, and it overlaps with my existing Zoho CRM list. The fields in my Zoho CTM are more robust. Will this new list that I upload into my campaigns overwrite
                                                                                                            • Client Script Payload Size Bug

                                                                                                              var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":
                                                                                                            • Webform & spam

                                                                                                              Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the  amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks
                                                                                                            • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

                                                                                                              when I email a invoice how can i see it was sent and also were i can go to see all emails sent?
                                                                                                            • Kaizen #208 - Answering your Questions | Functions, AI and Extensions

                                                                                                              Hello Developers! Welcome back to a fresh week of Kaizen! We are grateful for your active participation in sharing feedback and queries for our 200th milestone. This week, we will answer the queries related to Functions and Extensions in Zoho CRM. 1.
                                                                                                            • Export Invoices to XML file

                                                                                                              Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
                                                                                                            • Showing description in timesheet and timelogs.

                                                                                                              I am wondering if it’s possible in version 5 of Zoho People to have the description show by default or with a manipulation on the user’s part. Let me show you what I mean. As you can see this is the view for the users. Now if they want to see the full
                                                                                                            • How can I see content of system generated mails from zBooks?

                                                                                                              System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
                                                                                                            • New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

                                                                                                              Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,
                                                                                                            • CRM Blueprint Notification by Cliq

                                                                                                              Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check Cliqs
                                                                                                            • Zoho People Attendance Regularization – Wrong Total Hours Displayed

                                                                                                              While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculates
                                                                                                            • Sync Contacts in iOS

                                                                                                              What does the "Sync Contacts" feature in the iOS Zoho Mail app do?
                                                                                                            • Live webinar: Craft the ideal sales pitch deck with Show

                                                                                                              Every great sale starts with a great story. And your pitch deck? That’s where the story takes shape. But too often, these presentations end up looking generic, overloaded with text, or lacking structure. The good news is, it's easier to fix than you think!
                                                                                                            • Project Statuses

                                                                                                              Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them
                                                                                                            • 👋 Welcome to the Zoho MCP Community

                                                                                                              Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re
                                                                                                            • Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

                                                                                                              Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand
                                                                                                            • DNS Manager

                                                                                                              Where Can I find my DNS manager so I can link this to click funnels or AWEBER
                                                                                                            • Forwarder

                                                                                                              Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the
                                                                                                            • Forwarder

                                                                                                              Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the
                                                                                                            • How do I sync multiple Google calendars?

                                                                                                              I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can
                                                                                                            • Need to extract date from datetime field

                                                                                                              I have a datetime field and need only the date part from it. I am unable to find a built-in function that would be <DateTime>.Date(). I don't think I want to go the string conversion route of converting the datetime to string and then parsing out values and create a date out of it. Any one out there has a better solution to this? Thanks in adavnce. Regards Moiz Tankiwala Smart Training & IT Solutions
                                                                                                            • How to Hide Article Links in SalesIQ Answer Bot Responses

                                                                                                              I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?
                                                                                                            • India Tech Support

                                                                                                              Is there no phone tech support number for India? And no chat facility either?
                                                                                                            • additional accounts

                                                                                                              If I brought 5 emails to my account. Can I later buy additional emails.
                                                                                                            • Issue in Zoho People Regularization – Incorrect Hour Calculation

                                                                                                              I have noticed that when applying attendance regularization in Zoho People for previous dates, the total working hours are not calculated correctly. For example, even if the check-in is 10:00 AM and check-out is 6:00 PM, the system shows an incorrect
                                                                                                            • Why I am unable to configure Zoho Voice with my Zoho CRM account?

                                                                                                              I have installed Zoho Voice in my Zoho CRM, but as per the message there is some config needed in Zoho Voice interface. But when I click on the link given in the above message, I get an access denied page.
                                                                                                            • Issue with Hour Calculation in Zoho People Attendance Module

                                                                                                              I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, the
                                                                                                            • Cliq Meeting Calls No Audio and Screen Share

                                                                                                              When in a Cliq channel meeting, the audio does not work at all on pc. When i use my phone as audio source, screen share on pc does not work. I have updated audio drivers but the strangest thing is that during a 1 on 1 call, it works well. Therefore the
                                                                                                            • Bug in Total Hour Calculation in Regularization for past dates

                                                                                                              There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM check
                                                                                                            • Work anniversary and birthdays on connect

                                                                                                              Hello, I like the idea of having employee's work anniversary and birthdays on the dashbaord. Do you have to have the employee complete this information themselves in connect settings, or does it pull from their directory settings? (ie. we use Zoho one
                                                                                                            • Alias Email Id already exists

                                                                                                              Hi I'm trying to create an alias : contact @ yoavarielevy.co.il but i get the message  Alias Email Id already exists I had an account with the same name but I deleted it. Can you help? Thanx Yoav
                                                                                                            • BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

                                                                                                              As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?
                                                                                                            • Feature Request: Ability to Set a Custom List View as Default for All Users

                                                                                                              Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would like
                                                                                                            • Adding Multiple Products (Package) to a Quote

                                                                                                              I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't
                                                                                                            • Zoho Commerce in multiple languages

                                                                                                              When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?
                                                                                                            • Compensation | Salary Packages - Hourly Wage Needed

                                                                                                              The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.
                                                                                                            • Introducing Assemblies and Kits in Zoho Inventory

                                                                                                              Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
                                                                                                            • How to create auto populate field based on custom module in Zoho CRM?

                                                                                                              Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification
                                                                                                            • webinar registration confirmation are landing in SPMA folders

                                                                                                              I am trialing zoho webinar and do not have access to custom domains. When I test user registrations, they are working but the resulting confirmation email is landing in a spam folder. How can I avoid this?
                                                                                                            • Next Page