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
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Akarsh Madhav
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Blueprint: multi-select lookup field not available in the criteria option
I read this old forum post which stated that multi-select lookup fields are now selectable as an option in a Blueprint transition configuration: https://help.zoho.com/portal/en/community/topic/blueprint-multi-select-lookup-field-not-available-within-blueprint-transitionApply Credit Note Automatically
We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically appliedWorkflow for "Expenses" module?
Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflowsRecord Template - Conditionally printing sections
Is there a way to conditionally print a section of a Record Template? More specifically I am printing records from a Form "Invoice". That Form has 3 SubForms. I'd like to print the content of those SubForms using a Record Template but only if they have at least one line item. If they have no line items, I'd like to hide the headers for that section on the printout.User can choose the PDF report
Hi. I would like to find out if a user (Creator or customer portal) to choose from the different PDF customised reports that have been built?Query table pull last 12 months
I am tying to pull the following criteria and the date is always what causes me the issue. I want to pull people (pco_id) who have entries of "event_id" being these 2 events and whos "kind" is Regular or Guest and where the event_starts_at (date column)PLEASE FIX Search options and consider a Global seach option
A recent update has removed the ability to search for addresses and phone numbers under contacts. We cannot find where this moved to (If it is still available). Please put these options back as we cannot locate specific projects anymore. Also please consider allowing for a Global search. This would really improve the search engine. For example: If I search for "Sally Jones" then all invoices , estimates, vendors etc.. would populate.. Please let me know if you need any more information. Thank You....Customize your calendar based on personal preferences
Greetings, We're happy to introduce a few new capabilities to the Activities module's Calendar View! Now you can tailor your calendar's appearance and notification settings to suit your needs. In the past, the Calendar View lacked customization optionsBUG ALERT: Client Script + Commands -> $Page contextual data is not updated
When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the followingShow iFrame of related List inside of Blueprint Transition
Hey, is it possible to show an iFrame of a related list like this inside of a Blueprint transition?Lookup Fields not Converting
I manage holiday properties. I have a lookup to the Accounts (Properties) in the Leads module. The lookup is connected to the property address field. When I convert it the lookup field does not update in Deals, although the property address does. There2024: A Year of Transformation with Zoho Forms
As we close the curtain on another exciting year, it’s time to reflect on the strides Zoho Forms has taken in 2024. From empowering businesses with advanced tools to simplifying workflows and enhancing user experiences, our updates this year were allStop selling out of stock Items.
Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books.Bigin API Token Request ("invalid_client")
Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameterCustomer Happiness not clickable when using API
Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_GetthecustomerfeedbackplaceholderlinkSend To Zoho Sign not Showing
The button send to Zoho sign is not showing on my Zoho CRM . Is there additional steps I need to take after installing Zoho Sign to CRM ?How to Get An Image's URL once it's uploaded to library?
I manage to find URLs to the images I uploaded to my library, but after a day, it seems the links stop working like its only temporary. Where can I find the ACTUAL solid URL for my images that I upload to my Library so I can use them for my custom template / HTML coded template? Thanks, Mac【Zoho CRM】インポート機能のアップデート：既存データへのタグ追加が可能に！
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中のインポート機能のアップデートをご紹介します。 Zoho CRMのタグは、データを効率的に分類、認識するためのラベルです。 タグ付けは次の3つの方法で行えます： 個別タグ付け：少数のデータを手動でタグ付け 自動化：特定のタイミングで繰り返しタグ付け 一括更新：インポート機能でタグを追加または更新 今回のアップデートでは、インポート時に既存のタグを残したまま、新しいタグの追加、既存タグを置き換えできるようになりました。Link to Desk tickets
Hello, We are using Analytics to analyze data in Desk. Is there a way to embed a link to a ticket in reports? We'd love to be able to see the drill down data, and click a value in a result row that would launch the Desk Ticket in another window/tab. Thanks in advance for any ideas!Bluerprints: How to connect the created record back?
I've a blueprint which creates another record as part of an 'After' transition. But the two records don't seem to be linked together. If it's not automatic - how do I get the created record ID to link it to the original record? Thanks!Populate a Related List Item based on a Stage
I would like to know if I can populate a CLOSED DEAL section in a contact that populates only when a Deal (something in the Deal Module) is listed as Closed - Won. I'd like another section that is just called deals, which shows me all other deals thatBeing able to draw inside a module ?
I was wondering if anyone know of a solution for this request. We would like to be able to draw directly from one module in the CRM and have it attached to that record. Here is an example. Paul would go to the customer once he as done the measuring, he2 serial numbers for 1 item (Mac address and Serial number)
There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbersHolidays
Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and weDelete a department or category
How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.Remove or hide default views
I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...Analytics Module: Can you move items from one dashboard to another?
Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets toCopy Widget to another Dashboard
I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?Is there a way to print the dashboard?
I would like the capability of printing the dashboard - is that possible?Custom Deal Name in Lead Conversion Mapping
I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would beIntroducing Record Summary: smarter insights at your fingertips
Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplifySuppress "spreadsheet will not be saved" message on published sheet
I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheetMissing "Email Authentication" tab
Backstage is alerting users about "Unauthenticated Domains" with a large prompt in the backend. It adds a link to learn more. On this tutorial page, it shows where to find the "Email Authentication" tab in this screenshot. However, in our Backstage, thatShow item Cost value on Item screen
The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the itemZoho Analytics to Zoho Sheets - automatic update?
Hi all, If I create a zoho sheet from an Analytics Report or Analytics Data, is there a way for the zoho sheet to automatically update as the Report / Data in analytics updates?Integration with Moodle
Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enrollHow to Record Loan with interest
I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement for each loan he give meTask status - completed - other options
I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -Task module and related-to field
In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relateAdd Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).Next Page