Professional Consultation: Learn to Create Amazing Appointment Scheduling Sites

Professional Consultation: Learn to Create Amazing Appointment Scheduling Sites

The level of service in the consulting industry is something which can not be explained to others unless they encounter it.

Certainly, there are metrics showing how you are doing relative to your competition, but then it is just communicating little about consistency.

Advertisements were usually companies such as these would subscribe to for marketing, to which the internet has opened alternatives in today's digital age such as websites and scheduling sites for appointments.

A great online presence can help you communicate a lot more powerfully to your customers than ever before. It brings confidence, trust and high quality expectations to the customer's minds in service.



In this scenario, we will concentrate on how to build an awesome scheduling site for the appointment so that you can make the most of it to showcase your company.


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

It is important to present yourself in the best possible way when running a professional consultancy firm so that not only do you keep your current customers impressed but also help turn those potential customers into new ones.

Essential to growth in these companies today is an enticing web platform. This training also gives the customer a sense of trust and consistency when it comes to presence in today's internet-centric world.

So it is significant that you plan your booking page carefully so you can give your customers a fantastic online look that can help you attract more customers over time.


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

Every sector follows the language of a given design. If you take a community of organizations within the same industry you will find that there will be some differences in how they design their websites.

This is because design language plays a vital role in creatively expressing a company's values. For example, carpenters use a lot of brown on their websites because, you know, it is all wood color.

Similarly we need to use a certain mix of colors on our websites. In reality, this is what the consumers want to see on their websites, as this is what indicates that you know what you are doing.

In reality, a well-designed web page will show that you took the initiative to create such an image that your customers undoubtedly want.

Be it Professional Studios, Handy Persons, Classrooms or anything else for that matter, having an attractive and good-looking appointment scheduling website can only work wonders for your business.

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


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



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

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

The background picture of your booking page should not be much going on because it brings too many elements into your booking page. It ends with your booking page being so cluttered and causing your clients to spend time on what should otherwise be a easy and intuitive appointment scheduling process.

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


The best place to start is your background image.

We would suggest looking at the websites of other companies on the internet before we get on with that. You will also see some similarities especially when it comes to the themes used between these websites.

One thing you are sure to note is that they would all consistently use a selection of colors. Having an enticing booking page for your customers is something that is important.

Often photos from your business will allow your customers to get some clarity. And if you have some pictures from your establishment that you can use on the booking page, it will be outstanding.

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

The color scheme you will be using will also influence your background image. The color scheme can be found on your company website. Just look at your website and take a set of colors to answer this question:
  1. Which colors are most commonly used on the website of your establishment?
If you have at least two colors on your website, this is the color scheme we would recommend on your background picture to move forward with.

You should keep these colors in mind when looking for background pictures, so that you can give preference to those that have these on them.

This will mean that both the website and the booking page are handled equally, and that would appear rather smooth when customers turn to the booking page from the website.

Just be careful that the image you are using on your computer does not have too many objects or features on it, because that will make it difficult to read the text that will appear on top of it.


What about the other things on your site, then?

Recall what color scheme we have on your website? That is the exact one we are going to use to apply colors to our page.

Now that we have finished designing our background image, we mainly have four areas where you will need to apply colors to your booking page: Background Color, Text Color, Color button and Text Color button.

When applying color to each area, make sure the color you are applying blends well with the area behind it. You will also thus promote effective visibility of both the elements and context.

In particular, it relates to the website text and is of great significance because it may include information that customers need to learn when they book a web time slot. From your paint scheme, you can try different colors for your text, and choose the one that is more noticeable on your website.

If you can not find such a color, you can always go white, since white is a neutral color, and can go with any combination. Keeping the same suggestion in mind, try out different versions of the website and choose one you think is the strongest.


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

The text above the buttons is the place for a few punchy one-liners to write. Also, you can use the same area to remind consumers of something they need to know before they book the time slots.

Keep in mind that you can rely on them to read it before passing over the keys, as the text is above the keys. You can also adjust the context and add a small amount of detail with other graphic editing software if you think the space available for the text is not enough.

When creating your booking page, we highly recommend that you check your editing by clicking the Go To button at the very end of the Workspace settings and reviewing your reservation page's live preview. This way you can tweak the templates while you start modifying and updating the different sections of the booking page.


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

Gain opinions from others after your work is done by showing them your page. Sometimes, we get carried away with our design that sometimes we can add some needless or irrelevant elements to our product.

This is also important that you seek input from people you trust, such as colleagues, family members or friends, who can evaluate your work and provide suggestions that may or may not strengthen your reservation.

When your booking page has been rolled out, get your customers feedback and ask them to suggest any changes that could be made from their viewpoint.

Not only does this act provide you with information that you can use to grow your company, it also helps consumers to feel confident when they ask for their feedback, because it makes them believe that you care about the quality of your product.

It will only be a long-term benefit for you because it will help create customer loyalty to your facility and services as well.

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


    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          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

                                                                                            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

                                                                                                          • Use Zoho Books to bill for work done in Zoho Desk??

                                                                                                            I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the time
                                                                                                          • Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

                                                                                                            Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information
                                                                                                          • Modular Permission Levels

                                                                                                            We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other
                                                                                                          • Blueprint or Validation Rules for Invoices in Zoho Books

                                                                                                            Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and
                                                                                                          • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

                                                                                                            Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).
                                                                                                          • Add Option to Mass Dispatch by User

                                                                                                            Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to
                                                                                                          • Bank Receipt Catagorization

                                                                                                            Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer
                                                                                                          • Per Level Approval for admins

                                                                                                            We need Process admins like Zoho CRM in Zoho Books for per stage approval Currently in books, admins only have the option for Final Approval But for example, in cases like when an employee is on leave, we can't just approval one level we only have option
                                                                                                          • Payment on a past due balance

                                                                                                            Scenario: Customer is past due on their account for 4 months. We suspend their billing in Zoho books. Customer finally logs into the portal and enters a new credit card. We associate that cardwith their subscription, which will permit the card to be used
                                                                                                          • How to export all line-item descriptions for a specific item in Zoho Books?

                                                                                                            I am trying to audit a specific item (“Item X”) that has been invoiced multiple times with different line-level descriptions. Here’s the situation: I am using Zoho Books (Professional). Each invoice may contain the same item but with different descriptions
                                                                                                          • List of hidden features

                                                                                                            Hi Friends, I had another support chat today and low and behold the feature that I wanted just simply needed to be "enabled". I thought I'd share, and maybe see if others had some similar experiences. 1. This one is from 5 ish years ago. I asked if there
                                                                                                          • How to change a BAS that has been filed

                                                                                                            I have discovered that a group of expense transactions were accidentally placed in a asset account rather than an expense account. As a result I need to adjust the transaction and consequently most of my BAS to correct the error. Because the BAS have
                                                                                                          • How to Export PDF with a custom Template

                                                                                                            I need to export Sales Order with a Custom Template I have created How can I do it? I see an API to export the PDF but how can I choose which template to choose to generate the PDF
                                                                                                          • Create custom rollup summary fields in Zoho CRM

                                                                                                            Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
                                                                                                          • Associate email with a potential or project.

                                                                                                            I have a pivotal requirement to associate emails from various suppliers (contacts) with different potentials or projects, on an email by email basis as they come in. This question appears to have been raised before but I cannot find a definitive yes "it can be done". Could anyone please tell me, yes or no.  If the later I can stop wasting time and look at alternative crm systems. I would love not to have to do this. Thanks in advance.
                                                                                                          • MTA - BAD IP reputation by outlook/hotmail

                                                                                                            Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)
                                                                                                          • Function with Search Records was working until a few weeks ago, around when "Connected Records" was released

                                                                                                            I have a custom function that has been running for nearly a year now, which suddenly stopped working around the time Zoho released the "Connected Records" update. The function is no longer finding the record using the searchRecords function. I've changed
                                                                                                          • Is CRM On Premise available

                                                                                                            Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, Devashish
                                                                                                          • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

                                                                                                            Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that
                                                                                                          • Online Assessment or any aptitude test

                                                                                                            This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,
                                                                                                          • Editing the Ticket Properties column

                                                                                                            This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this
                                                                                                          • Need a way to secure Prefill URLs in Zoho Forms (hide or encrypt prefilled values)

                                                                                                            Hi everyone, I often use Zoho Forms with prefilled URLs to simplify the user experience — for example: https://forms.zohopublic.com/.../form?Name=David&Amount=300 However, the problem is that all prefilled values are visible and editable in the link.
                                                                                                          • Incoming Threads Report

                                                                                                            From data to decisions: A deep dive into ticketing system reports Customers raise questions and issues through multiple channels, such as email, chat, or tickets. To monitor the number of queries received on a specific day from each channel, leads can
                                                                                                          • Conditional layouts - support for multi-select picklists

                                                                                                            Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list
                                                                                                          • Samsung Keyboard Issues with Notebook

                                                                                                            Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and some
                                                                                                          • How 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 has
                                                                                                          • Cloudflare Turnstile is now available in Zoho Forms!

                                                                                                            Hello form builders! We have added a new layer of protection to help you keep your forms free from bots. Instead of forcing users to prove they are human, Cloudflare Turnstile quietly checks browser signals in the background. Your real users glide through,
                                                                                                          • Power of Automation :: Unique Task & Issue Prefix Format and Sequencing Rule

                                                                                                            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
                                                                                                          • 【Zoho CRM】キャンバス機能のアップデート

                                                                                                            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」の中から、キャンバス機能のアップデートをご紹介します。 目次 グリッドについて フォーム表示のタブについて 1. グリッドについて ビジュアルデザインは細部の調整に手間がかかりますが、キャンバスのグリッドを使えば要素を整理し、バランスよく配置できます。 画像やデータなどの要素をグループ化せずに簡単に配置できます。 余白を調整することで、要素間の視覚的なバランスを保つのに役立ちます。 「表示切り替え基準の幅」を設定すると、デザインをレスポンシブに調整できます。
                                                                                                          • Deleting unwanted ticket replies

                                                                                                            Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)
                                                                                                          • Issue: Ticket Export Does Not Include Ticket Threads

                                                                                                            Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summary
                                                                                                          • Ability to Set Client Name During Portal Invitation

                                                                                                            Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating
                                                                                                          • スマホでキャンペンメールを見ると正しく表示されない

                                                                                                            キャンペーンのメール(HTML)を作成しましたが、スマホ表示に切り替えると正しく表示されません(添付参照)過去に作成したキャンペーンでは特に意識してませんでしたが、問題なく表示されていたようです。うまく表示される場合とされない場合の違いは何でしょうか?
                                                                                                          • 136.143.188.51 blocked by spamcop

                                                                                                            Zoho mailserver seems to be blocked by spamcop. Cant send mail to my customer. Not sure what to do.
                                                                                                          • Zoho Calendar Integrated Into CRM?

                                                                                                            I've searched around the forums but couldn't find anything addressing this . . .  Is there a plan to integrate Zoho's stand alone calendar solution into Zoho CRM?  The CRM calendar does an OK job but is very basic and the Zoho calendar is great, but I've only figured out to subscribe to my CRM calendar within ZCalendar - there is no 2-way sync. My preferred solution would be for ZCal to become the default calendar/event solution within Z CRM. Is this on the roadmap? Thanks
                                                                                                          • Can I Create Different Page Layouts Based on a Specified Module Pick List Field

                                                                                                            I am trying to work out how to create different page layouts based on a specified module pick list field value, like the Salesforce feature where you can define multiple record types and then create custom page layouts for each record type. This is a super important feature as for almost all the modules we are using (Leads, Potentials, Accounts) we need to be able only show fields relevant to the record type. E.g. We need a very different page layout for a consumer lead Vs a commercial lead, same
                                                                                                          • Scheduling Tasks in Relation to Project End Date

                                                                                                            I use Zoho project  to help manage tasks that relate to a number of specific business events that take place.  I would like to be able to have my project end date be the date of the event and then work "back" from that date to say...   Add a task 2 weeks before the project end date to remind me to XYZ.  Does anyone know if there is a way to base task timings back from a project due date rather than a project start date?
                                                                                                          • What formula to use in computing total hrs and decimal hrss

                                                                                                            So , my data includes log im column , 2 breaks with 2 columns that says back and lunch and 1 column that says back and logged out. What formula should i use to be able to automatically have my total hours as I input time in each column? Thankyou
                                                                                                          • Notes of Tasks in Zoho CRM

                                                                                                            Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understand
                                                                                                          • Passing the CRM

                                                                                                            Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
                                                                                                          • Next Page