SaaS: Create Fantastic Appointment Scheduling Sites
SaaS Companies can make use of the appointment scheduling site to handle appointments just as many organizations do.
These scheduling platforms can help coordinate the appointments, particularly for small businesses, and save a lot of time and resources that could otherwise be used elsewhere.
Such platforms can also be used for marketing purposes, as they offer a perfect forum for doing so without having to invest more.
A fantastic online presence can help you communicate much more powerfully with your customers than before. This brings faith, trust and high quality standards to the customer's minds in operation.
In this scenario, we will be focusing on how to create an amazing appointment scheduling site so that you can make the best of it to showcase your business.
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 business so that you can not only keep your current customers happy but also help turn those future customers into new ones.
Today an engaging web platform is key to the growth of SaaS companies. This training also gives the customer a sense of trust and consistency when it comes to presence in today's internet-centric world.
Therefore, it is essential that you design your appointment scheduling site carefully, so you can give your customers a beautiful online look that will help you draw more customers over time.
Certain rules and guidelines need to be followed while doing this. But why?
Each sector follows the language of a given design. If you take a group of organizations within the same industry you will find that there will be certain variations in how they design their websites.
This is because the concept of design plays an important role in innovatively expressing a company's values. For example, carpenters use a lot of brown on their websites, because, you know, it is mostly wood color.
Similarly we need to use a certain combination of colors on our websites. In fact, this is what the customers want to see on their websites, as this is what shows that you know what you are doing.
A well-designed web page would, in fact, prove that you have taken the initiative to create such an image that your customers would certainly like.
Be it Non Profit Organizations, Property Management, Salesperson 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?
When making an appointment with your company everything the client has to know must be included on your appointment scheduling site. It should provide all the information they need to learn, which will let them book a time slot with ease.
The appointment scheduling site's design and style should not be too different from your website, simply because it does not help creating a common visual framework for the online presence of your company.
In the context picture of your appointment scheduling site there should not be much going on because it brings so many elements into your appointment scheduling site.
It ends with your appointment scheduling site becoming so cluttered and forcing your customers to put effort into what can otherwise be a simple and intuitive appointment scheduling process.
We would recommend that you make a booking after designing the website from top to bottom so you can find the finer information on the appointment scheduling site which might not be important. Surely doing all these will result in a much better experience for your customers.
The best place to start is your background image.
We would suggest that you look at the websites of other businesses on the internet before we get on with that. You can also find some similarities particularly when it comes to the themes used in these websites.
One thing you are likely to remember is that they will all continuously use a variety of colors. The construction of an attractive appointment scheduling site for your clients is something that is important.
Often photos from your business will allow customers to get some clarity. Moreover, if you have some photos from your establishment that can be used on the scheduling site for your appointment, it will add a nice touch to your site.
If you do not have anything like that, you can also get some from such websites as Unsplash. You will find more detail on how to obtain background images for you on the guide we mentioned earlier.
The color scheme you will be using will also affect your background image. The color scheme can be found on the business website.
Only look at your website and take a set of colors to answer this question:
- What colors are most widely used on the website of your establishment?
If you have at least two colors on your website, this is the color scheme we would suggest on your background picture to move forward with.
You should keep these colors in mind when looking for background images, so that you can give preference to those that have these on them.
This would mean that both the website and the scheduling site for appointments are treated similarly, and that should appear very seamless when customers switch from the website to the scheduling site for appointments.
Also be sure that the image you are using on your screen does not have so many objects or features on it, as this will make it difficult to read the text that will appear on top of it.
What about the other things on your site, then?
Remember what color scheme we have on your website? This is the exact one we are going to use to add colors to our website.
Now that we have finished designing our background picture, we mainly have four areas where you will need to add colors to your appointment schedule site: 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 can include information that customers need to learn when they book a web time slot. With your paint scheme, you can try various 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, because white is a neutral color, and can go with any mix. Keeping the same suggestion in mind, try out different versions of the website and choose one you think is the strongest.
The most important part possibly is the text on your site.
The text above the buttons is the location for a few punchy one-liners to post. Often, you can use the same area to remind customers of everything they need to learn before they book the time slots.
Keep in mind that you can rely on them to read it before going over the keys, as the text is above the keys. You can also adjust the context and add a limited amount of detail with other graphic editing software if you think the room available for the text is not enough.
When creating your appointment scheduling site, 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, while you start modifying and updating the different sections of the appointment scheduling site, you can tweak the templates.
Is that everything that you need to do? Not quite!
Get feedback from others after your work is finished by showing them your website. Often, we get carried away with our design that sometimes we can add some unnecessary 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 insights that may or may not enhance your booking.
When you have put out your appointment scheduling platform, get input from your clients and ask them to suggest any changes that could be made from their viewpoint.
Not only does this act provide your knowledge that you can use to develop your company, it also allows consumers to feel comfortable when they ask for their input, as it makes them believe you care about the quality of your product.
This 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
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
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 thereHow 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 haveHow 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 PDFAssociate 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 changedIs CRM On Premise available
Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, DevashishHow 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 thatOnline 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 thisNeed 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 canConditional 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 listSamsung 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 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 hasCloudflare 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 summaryAbility 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? ThanksCan 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, sameScheduling 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? ThankyouNotes 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 understandPassing 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 whenHow to next stage blueprint in Zoho Creator
Hello, I have question, its possible to next stage blueprint? in case, Start - (first stage) Leader 1 (with condition 1) - (second stage) Leader 2 (with condition 2) - (third stage) Leader 3 (with condition 3) - (fourth stage) After first stage, i wantFeature Request: Email Follow-Up Sequences Similar to Zoho CRM
I’m wondering if Zoho Recruit is planning to introduce a feature similar to the Email Automation – Follow-Up Sequences that is available in Zoho CRM. In CRM, this allows users to send a series of timed follow-up emails triggered by specific actions (forDuplicated Notebooks
Out of the blue, almost all of my notebooks got duplicated and the different copies contain different information. Some seem like older copies than the others. I use the linux desktop app and sometimes the Android app. I assume that the sync failed at some point and was unable to merge the two versions together. But I'm afraid to add anything else to my notebook because if it can't properly sync 5 notebooks with only a handful of notes each, what will happen when I have hundreds of notes and I loseCurrency limitation when integrating Zoho CRM & Zoho Books
Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background · Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. · We sellMulti-select Lookup does not have Advanced filter options in CRM
With much fanfare Zoho announced the advanced filter options for CRM lookup fields which was a nice addition. This feature is not available for Multi-Select lookup fields. Will it be rolled out in the next 3-6 months, considering the standard lookup filterExperience effortless record management in CRM For Everyone with the all-new Grid View!
Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view andUnable to copy into a new document
Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can youKaizen #157: Flyouts in Client Script
Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client ScriptCustomize User Invites with Invitation Templates
Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align withAdmin Control Over Profile Picture Visibility in Zoho One
Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile PicturePublished Course Not Reflecting In Hub
Hi! I am trying to create micro-learning courses for our team to be available for self-guided learning. I have published the courses with enrollment settings open to all users of the hub, but they don't appear to be available for enrollment. Am I missingNext Page