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
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
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 CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator 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
Change Last Name to not required in Leads
I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions forService disruption in Zoho Cliq (EU Region) – February 9, 2026
Hello everyone, We’d like to inform you about a brief service disruption that affected Zoho Cliq users in the EU region earlier today. The issue has been resolved, and all services are now operating normally. Summary On February 9, 2026, Zoho Cliq experiencedSpotlight series #26 - Build slides with visual clarity using Diagram
Hello all! The feature in the spotlight this month is Diagram. Let's say you are a part of a project kickoff meeting and your teammate starts explaining the project life cycle like this: "First we ideate, then we create an initial prototype and shareClient scripts for Zoho Books ?
Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having functionUplifted homepage experience
Editions: All editions. Release Note: Available in CA and SA DCs (Standard, Professional). Availability update (17th February 2026): The feature has been enabled for the following DCs: All editions in the CA and SA DC | Free, Standard and ProfessionalUnable to produce monthly P&L reports for previous years
My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot createCrossbeam
Does anyone use Crossbeam with their Zoho CRM? I'm looking for a way to import Crossbeam partner leads into Zoho CRM. If so: - What's your experience been like? - Are you able to automatically import Crossbeam leads > Zoho CRM? How? - What doesn't workAccess forms within a form
I have multiple forms that I would like to create access to for users within one form. Example: I have forms A, B, C, D. I would like to create a form with the links to forms A, B, C, & D. That way we can send one link and then the user can select theWorkDrive issues with Windows Explorer Not Responding
We are using WorkDrive to collaborate on editing video content. We have a lot of files and quite a few are a few gigs. Recently anytime I try and work with the files Explorer freezes for a couple minutes whether it's dragging the files into Premiere orIssues with Actions By Zoho Flow
Hi, I have a workflow that fires when a deal reaches a stage. This then sends out a contract for the client to sign. I have connected this up through Actions by Zoho Flow. Unfortunately this fails to send out. I have tracked it down to the date fields.Fill Mail Merge document up with subform fields of an Inventory module record being in the Related List
Hi, I try to insert subform fields from an inventory module record being on the Related List of another inventory module record into a Mail Merge template without success. For example: we use ratecards in licensing and this ratecard items are availableEnhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more
The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currencyBetter use of contacts
Zoho inventory has the ability to add multiple contacts to customers. However Zoho inventory doesn't currently provide a way to link a contact to objects like sales orders. This means that while you can tell what company has placed a sales order you can'tHow can we add products using a Wizard?
We want to create a Wizard to add products. Why is there no possibility to use the products module when creating a wizard?Orphan email alias blocking user creation – backend cleanup required
Hello Zoho Mail Support, I´m unable to assign or create the address xx@iezzimatica.ar in my organization. Current situation: Alias cannot be assigned to any user (system says it is already in use) New user with this address cannot be created Address doesEnsure Consistent Service Delivery with Comprehensive Job Sheets
We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While onSomething wrong with client script??
Someone have the same feeling? Client script behavior become very strange..API 500 Error
Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":Polish signer experience to compete with docusign
I would like to suggest that someone spend the little bit of time to polish the signer experience, and the email templates to more of a modern professional feel. They are currently very early 2000s and with some simple changes could vastly improve thehow to change the page signers see after signing a document in zoho sign
Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!Digest Janvier - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Le premier mois de l’année est déjà derrière nous ! Découvrons ensemble comment s'est passé janvier pour Zoho Community France. Nous avons démarré le mois avec une nouvelle intégration entre Zoho Desk et Zoho Contracts. Cettecontact support
I have 2 request for a phone call and not received one call as promise!Can we fetch Deal owner and Deal owner email with COQL?
While fetching deal deatils with coql api and while fetching deal owner name and email it is just giving owner id not ginving name and email https://www.zohoapis.in/crm/v2/coqlZoho Social - Cliq Integration / Bot
Dear community / zoho, I am looking for a way to create a bot within Zoho Cliq to update my colleagues about our Zoho Social activities. For example, if a new post is published, it would be great if this post automatically would be shared in our socialComment to DM Automation
Comment to DM automation feature in Zoho Marketing Automation, similar to what tools like ManyChat offer. Use case: When a user comments on a social media post (Instagram / Facebook), the system should automatically: Send a private DM to the user CaptureSend / Send & Close keyboard shortcuts
Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only forHandling Agent Transfer from Marketing Automation Journey to SalesIQ WhatsApp
We are currently using Marketing Automation for WhatsApp marketing, and the features are great so far We have a scenario where, during a campaign or journey, we give customers an option to chat with our sales team. For this, we are using SalesIQ WhatsAppWebinar - Getting Started with Zoho LandingPage
Want to launch landing pages that support real marketing goals? This webinar is designed to help you understand the role landing pages play in your overall campaigns and how they contribute to lead generation and conversions. During this session, you’llIncrease Round Robin Scheduler Frequency in Zoho Desk
Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operatesZoho mail to contacts and leads, but not to accounts?
We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenientMarketing Tip #19: Upsell on product page to increase order value
Upselling doesn’t have to feel pushy. It can actually feel helpful when done right. Think "people also bought", upgrades, add-ons, or complementary items. A smart upsell increases your average order value and improves the customer experience by makingCRM 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. @Anonymous User I've read about imminent increase of other components (e.Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.オンライン勉強会のお知らせ Zoho ワークアウト （2/19 参加無料）
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 2月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/6AyVUxp6QDmMQiDGXGkxPA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベント「ZohoRemoving Tables from HTML Inventory Templates - headers, footers and page number tags only?
I'm a bit confused by the update that is coming to HTML Inventory Templates https://help.zoho.com/portal/en/kb/crm-nextgen/customize-crm-account/customizing-templates/articles/nextgen-update-your-html-inventory-templates-for-pdf-generator-upgrade It saysAbility to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects
Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside ZohoHow do i move multiple tickets to a different department?
Hello, i have several tickets that have been assigned to the wrong department. I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?Set Default Status of Assembly to "Assembled" When Entered in UI
I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering someHow to apply customized Zoho Crm Home Page to all users?
I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user hasPlug Sample #14: Automate Invoice Queries with SalesIQ Chatbot
Hi everyone! We're back with a powerful plug to make your Zobot smarter and your support faster. This time, we're solving a common friction point for finance teams by giving customers quick access to their invoices. We are going to be automating invoiceNext Page