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

                                                                                                            • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

                                                                                                              so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
                                                                                                            • Problem with reports due to "Connected" items change - Yes this IS a problem

                                                                                                              Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items
                                                                                                            • Zoho sheet desktop version

                                                                                                              Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.
                                                                                                            • Introducing notifications in the vendor portal

                                                                                                              Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older version
                                                                                                            • CRM limit reached: only 2 subforms can be created

                                                                                                              we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.
                                                                                                            • LESS_THAN_MIN_OCCURANCE - code 2945

                                                                                                              Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun
                                                                                                            • How to update "Lead Status" to more than 100 records

                                                                                                              Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan
                                                                                                            • Analytics for notes created

                                                                                                              Is there a way I can see how many notes were created per day? Via reporting or analytics?
                                                                                                            • Add Custom Reports To Dashboard or Home Tab

                                                                                                              Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
                                                                                                            • No TDS Deduction

                                                                                                              In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before we
                                                                                                            • Cannot update Recurring_Activity on Tasks – RRULE not accepted

                                                                                                              Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"
                                                                                                            • Add image to report...

                                                                                                              Greetings, I send a weekly color coded report via Creator email. I would like to add the legend somewhere in the report. Header, footer where ever. I have the legend saved on Google Drive and can access it via shared link. Sure someone has wanted to add
                                                                                                            • More controls for User Fields in CRM

                                                                                                              Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certain
                                                                                                            • Calls to accounts rather than leads or contacts?

                                                                                                              So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" for
                                                                                                            • Image Upload Field | Zoho Canvas

                                                                                                              I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building
                                                                                                            • Power of Automation :: Automated 'Delayed & Closed' Status Update Based on Due Date

                                                                                                              Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
                                                                                                            • Lead Blueprint transition in custom list view

                                                                                                              Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed
                                                                                                            • Range names in Zoho Sheet are BROKEN!

                                                                                                              Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet
                                                                                                            • Has anyone integrated SMS well for Zoho Desk?

                                                                                                              Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing
                                                                                                            • populate email address and name in zoho desk?

                                                                                                              Is it possible to populate the email address and name in the zoho desk widget? We only use it in the context of an authenticated user, so we already know the user's name and email. Thanks,
                                                                                                            • Are there default/pre-built dashboards in Zoho Desk?

                                                                                                              Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank you
                                                                                                            • SAP S/4 HANA to CRM Integration - change the SAP Client ID

                                                                                                              Hi I am trying to push the business partners from SAP S/4 HANA to ZOHO CRM module. The SAP Client ID is 421 in my case....kindly let me know how do I specify the sap client because it's a dropdown with specific values as of now. Thanks Ravi Aswani
                                                                                                            • Enable Locations for Expense

                                                                                                              Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.
                                                                                                            • Adding branded signature to tickets reply

                                                                                                              Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .
                                                                                                            • Zoho Marketing Automation 2.0 - Landing Page function not working

                                                                                                              Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me
                                                                                                            • Zoho Mail Android app update: Manage folders

                                                                                                              Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP
                                                                                                            • How to share ticket numbers across different ticket types

                                                                                                              I'm running an event and have three different ticket types. Add on Event + Main Event - Early bird Main Event only - Early bird Add on Event only - Early bird And Standard class - shown but not available until early bird finishes Add on Event + Main Event
                                                                                                            • Adding Social Media Buttons to Basic Campaigns

                                                                                                              Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!
                                                                                                            • Hide Inactive Social Sign-In Providers from Login Screen

                                                                                                              Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,
                                                                                                            • [Free Webinar] AI Agents in Zoho Creator - Creator Tech Connect

                                                                                                              Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
                                                                                                            • Download All Attached Files

                                                                                                              It would be extremely useful to have "download-all" functionality for downloading files attached to a task, subtask, comment, forum post or hosted in the "Documents" section etc. We've instructed our users to zip multiple files prior to uploading, but of course they forget all the time. Having to download lots of files one-at-a-time off a comment or task wastes a lot of time.
                                                                                                            • unable to send message reason 554 5.1.8 Email outgoing blocked

                                                                                                              unable to send message reason 554 5.1.8 Email outgoing blocked
                                                                                                            • Ship via Carrier Not Working Since Commerce Update

                                                                                                              Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happening
                                                                                                            • automations: Can I execute a step on a specific date?

                                                                                                              I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sending
                                                                                                            • Zoho Expense - The ability to add detail to a Trip during booking

                                                                                                              As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the
                                                                                                            • Adding Folders in Android App

                                                                                                              Is it possible to create a new email folder within the Zoho Mail Android app?  Or can this only be done from the desktop version of Zoho Mail? Cheers!
                                                                                                            • Schedule Exports for Regular Project Updates

                                                                                                              Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly
                                                                                                            • Question about custom fields using Pivot Tables.

                                                                                                              I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?
                                                                                                            • Request for Light/Dark Mode

                                                                                                              Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crm
                                                                                                            • Signature field is showing black

                                                                                                              Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?
                                                                                                            • Next Page