Salesperson: Learn to Create Amazing Appointment Scheduling Sites

Salesperson: Learn to Create Amazing Appointment Scheduling Sites

If you are a salesperson who has a good business where you meet a lot clients in a day, you will definitely know how much time you can waste by just managing appointments.
Also, your clients will have to go through the vintage method of calling to schedule an appointment when most of your competition will have moved on to an appointment scheduling site.

This is where a lot of people start drawing the differences between you and your rivals in your industry. An easy and intuitive user experience is something that customers have started to expect today and you need to be in the front of the line to do so.

A great online presence can help you communicate with your customers in a much more powerful way than before and an appointment scheduling site is an integral part of it. It brings confidence, trust and the expectation of great quality in service to the minds of the customer.



In this guide, 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 attractive web platform is essential for company growth. 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 critical 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. When you take a group of companies within the same sector you will find that there will be certain variations in how they construct their websites.

This is because the vocabulary of design plays an important role in innovative expressing a company's values. For example, carpenters use a lot of brown on their websites, because, you know, it is mostly wood color.

Likewise 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 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 Customer Success, Non Profit Organizations, Property Management 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 all the client has to do must be included in your scheduling site. It will provide all the information they need to learn, which will make them book a time slot with more details relaxed.

The appointment scheduling site'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.

In the background 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 section 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 by these websites.

One thing you are likely to remember is that they will all frequently use a variety of colors. The design of an attractive appointment scheduling site for your clients is something that is important.

Sometimes photographs from your company can help customers to get some transparency. Moreover, if you have any pictures from your establishment that can be included on the scheduling platform for your appointment, it would be fantastic. More information about how to get context images for you can be found on the guide we mentioned earlier.

The color scheme that you will use also affects your background image. The color scheme will be available on your company website.

Just look at your website and address this question with a selection of colors:
  1. Which colors are the most used on your establishment's website? 
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 bare these colors in mind when searching for background images, so that you can give priority to those who 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? That is the exact one we are going to use to apply colors to our page.

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 matches well with the area behind it. You can also thereby facilitate efficient visibility of both the elements and the background.

In particular, it relates to the website text and is of considerable significance because it can contain 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, since white is a neutral color, and can go with any combination. With the same advice in mind, check out different versions of the website and pick one you think is the best.

The most important part possibly is the text on your site.

The text above the buttons is the source for a few punchy one-liners to post. Often, you can use the same area to remind consumers of everything they need to learn before they book the time slots.

Bear in mind that you can rely on them to read it before passing over the buttons, as the text is above the buttons. You may also change the background and add a limited amount of detail with other graphic editing tools if you think the room available for the text is not enough.

While creating your appointment scheduling site, we strongly recommend that you test your layout by clicking the Go To button at the very end of the Workspace settings and checking your booking 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!

Garner 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.

It is also important that you seek input from people you trust, such as colleagues, family members or friends, who can assess your work and provide insights that may or may not enhance your booking.

When your appointment scheduling system is up and running, get your customers input and ask them to suggest any changes that could be made from their perspective.

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 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

                                                                                                            • Auto-upload Creator Files to WorkDrive

                                                                                                              Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to
                                                                                                            • Google enhanced conversions not working

                                                                                                              Hi guys, I've connected Zoho CRM through Google Ads interface with the goal to setup the enhanced conversion tracking in Google Ads. I have to Zoho related conversion goals which you can see in the images below: For the conversion goal above I've setup
                                                                                                            • Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it

                                                                                                              Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs to
                                                                                                            • Direct Integration Between Zoho Cliq Meetings and Google Calendar

                                                                                                              Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just
                                                                                                            • Cliq iOS can't see shared screen

                                                                                                              Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                                                                                            • Zoho Desk - Cannot Invite or Register New User

                                                                                                              Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process
                                                                                                            • Zoho sheet

                                                                                                              Unable to share zoho sheet with anyone on internet with editer option only view option is show
                                                                                                            • Allocating inventory to specific SO's

                                                                                                              Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
                                                                                                            • Mail and OS

                                                                                                              Jai Hind! Zoho is doing good by creating good software (made in india) on par with other tech giants. 🥰 Suggestion: 1. Whenever we sign up on zoho mail its asking for other mail id. It shouldn't be like that. You should ask general details of a user
                                                                                                            • Personal account created under org account

                                                                                                              Hi there, I am Jayesh. We are using ME Central, and we have an account by the email ID soc@kissht.com.. Now I have created a personal account., jayesh.auti@zohomail.in, accidentally. Can you help me to remove this jayesh.auti@zohomail.in from my organization
                                                                                                            • Add another account

                                                                                                              How to add another mail account to my zoho mail.
                                                                                                            • Recover deleted user

                                                                                                              Hi by mistake i have deleted an added user and his email associated. Please help me recover it thank you.
                                                                                                            • No connection to the server

                                                                                                              Hello! I can't add a new email address to my mailbox because your server is rejecting me. Please help. I took and added a screenshot of this problem Marek Olbrys
                                                                                                            • URGENT: Business Email Disruption – SMTP Authentication Failed

                                                                                                              Dear Zoho Support, I am writing to escalate a critical issue with my business email account: 📧 marek@olbrys.de My domain olbrys.de is fully verified in Zoho (MX, SPF, DKIM, DMARC all valid – green status). I am using the correct configuration: smtp.zoho.eu
                                                                                                            • Emails missing from desktop but visible on phone

                                                                                                              Subject says it all. Windows 11 laptop. Apple phone. all systems up to date.
                                                                                                            • Website Hosting

                                                                                                              Hello, I want to host my domain on Hostinger, and I want my emails to run through Zoho Mail. Please provide me with the SPF record, MX record (Type: TXT), and A record, so that I don’t face any issues with my emails. My website is on Hostinger hosting,
                                                                                                            • Can not search zoho mail after update V.1.7.0

                                                                                                              i can not search mail on to and cc box from attached picture and then search contacts box can't click or use anything. include replay mail too.
                                                                                                            • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

                                                                                                              Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available
                                                                                                            • How to retreive the "To be received" value of an Item displayed in Zoho inventory.

                                                                                                              Hi everyone, We have our own Deluge code to generate a PO according to taget quantity and box quantity, pretty usefull and powerful! However, we want to reduce our quantity to order according to "To be received" variable. Seems like this might not even
                                                                                                            • Add Support for Authenticator App MFA in Zoho Desk Help Center

                                                                                                              Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,
                                                                                                            • 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
                                                                                                            • Instant Sync of Zoho CRM Data?

                                                                                                              With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are
                                                                                                            • Kaizen #211 - Answering your Questions | Using Canvas and Widgets to Tailor CRM for Mobile

                                                                                                              Howdy, tech wizards! We are back with the final post in addressing the queries you shared for our 200th milestone. This week, we are focusing on a couple of queries on Zoho CRM mobile configurations and custom payment gateway integration. 1. Mobile SDK
                                                                                                            • Remove "Invalid entries found. Rectify and submit again" modal

                                                                                                              Following up on a post from a few years back, but can the Zoho team consider either removing the 'Invalid entries found. Rectify and submit again' modal that displays for empty mandatory fields OR allow an admin to change it? I've built a custom error
                                                                                                            • Validation function not preventing candidates under 18 or over 30 from submitting the web form

                                                                                                              Hello everyone, I’m trying to create a validation rule for the Candidate Webform in Zoho Recruit. I added a custom field called “Date of Birth”, and I want to make sure that candidates cannot submit the form unless their age is between 18 and 30 years.
                                                                                                            • Remember all the ways we've posted?

                                                                                                              The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digital
                                                                                                            • Custom domain issue

                                                                                                              I recently changed records for my support area custom domain for a few months, I then wanted to come back to Zoho, but now I can't connect it and I can't login as it's having an SSL issue. I cannot get a good response from support, as I've been notified
                                                                                                            • Cadence reports as front-end reports

                                                                                                              Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we can
                                                                                                            • Zoho Commerce in multiple languages

                                                                                                              When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?
                                                                                                            • Show elapsed time on the thank-you page?

                                                                                                              Is it possible to display the total time a user spent filling out a Zoho Form on the thank-you? I’d like to show the difference between the `form submission timestamp` and the `start time` (currently have a hidden Date-Time field set to autofill the date
                                                                                                            • The present is a "present"

                                                                                                              The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, this
                                                                                                            • Kaizen# 209 - Answering Your Questions | All About Client Script

                                                                                                              Hello everyone! Welcome back to another exciting Kaizen post! Thanks for all your feedback and questions. In this post, let's see the answers to your questions related to Client Script. We took the time to discuss with our development team, carefully
                                                                                                            • Email Integration - Zoho CRM - OAuth and IMAP

                                                                                                              Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
                                                                                                            • Search in Zoho Community Not Working

                                                                                                              I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.
                                                                                                            • I need to do crud with snippet html

                                                                                                              I need to implement a form with an improved user interface. I would like to use snippets to build a CRUD that allows me to create and update records. How could I achieve this using snippets?
                                                                                                            • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

                                                                                                              I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger
                                                                                                            • Enhancements to finance suite integrations

                                                                                                              Update: Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in all the finance modules including Sales Order, Invoices, Purchase Order. We're also
                                                                                                            • Meeting impossible to use when sharing screen

                                                                                                              he Meeting tool in Brazil is practically unusable when sharing anything, whether it’s a presentation or simple navigation. When accessed via Cliq, the situation gets even worse: even basic calls fail to work properly, constantly freezing. And as you are
                                                                                                            • Connecting two modules - phone number

                                                                                                              Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created
                                                                                                            • Resume Harvester: New Enhancements for Faster Sourcing

                                                                                                              We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built
                                                                                                            • Next Page