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

                                                                                            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

                                                                                                            • Issuing reconciling a bank statement

                                                                                                              HELP! I'm trying to reconcile a bank statement. The prior month reconciled perfectly. Beginning balance is correct yet I'm off by the same amount each time. Both myself and my office manager, separately and together, have tried to complete this reconciliation
                                                                                                            • Unknown table or alias 'A1'

                                                                                                              I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 
                                                                                                            • Detect and ignore bots in visitors

                                                                                                              The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actual
                                                                                                            • Add Real-Time Microphone Audio-Level Indicator During Screen Recording

                                                                                                              Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement to the Zoho WorkDrive screen-recording experience. Current Limitation: During a recording session, there is no visual indication that the microphone is
                                                                                                            • Zero Personalization of the File Sharing Experience

                                                                                                              By now (2025) this is the maximum level of personalization available for a Zoho sharing link. We gently asked Zoho if we could modify at least the background, and they replied that it cannot be customized. We're truly disappointed – and surprised every
                                                                                                            • External Share > Edit: Cannot Create Zoho Files

                                                                                                              Hi Zoho, When we create an external share link with Edit permission, our external users are unable to create a Zoho file (Zoho Writer, Zoho Sheet and Zoho Show). They can only upload files. They can edit the Zoho files if we create them internally and
                                                                                                            • Two factor authentication for helpdesk users

                                                                                                              The company i work for wants use the helpdesk site in Zoho desk, as a place for their distribution partners to ask question and look for information about our product. The things there is suppose to go up there is somewhat confidential between my company
                                                                                                            • Kiosk can't merge picklist or multiselect

                                                                                                              There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "Picklist
                                                                                                            • AGE field from DATE OF BIRTH Field.

                                                                                                              HI! I have a field called date of birth in my CRM (LEADS, CONTACT etc…)     How can I know the AGE today   I would like to create a field AGE. I now how to create a field but I don´t which calculation (CUSTOM FUCTION) to make ¿ANY HELP?
                                                                                                            • How to update/remove file in zoho creator widgets using javascript API

                                                                                                              Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord API
                                                                                                            • Introducing Enhanced Storage Management

                                                                                                              We’re excited to roll out two new enhancements in Zoho Recruit, Subscription Information and Storage Management — designed to give admins complete visibility into subscription details, feature limits, and storage consumption — all from one place inside
                                                                                                            • Announcing new features in Trident for Windows (v.1.34.4.0)

                                                                                                              Hello Community! Trident for Windows just got better! With this update we have features that make your daily work easier and more efficient. We've added some features that are exclusive to our app and we're sure you'll find them useful. Let’s dive into
                                                                                                            • Report Hover Setting

                                                                                                              Would be great if we will able to show information to the user while hovering a record in a report.
                                                                                                            • Vertical images displayed as horizontal

                                                                                                              Some pictures that originally are in vertical position are displayed in horizontal after the upload. It seems that system rotates them by 90 degrees. How can I fix this issue?
                                                                                                            • Zoho Desk iOS app update: Saved filters and sort options

                                                                                                              Hello everyone! Saved filters created on the web(desk.zoho.com) for tickets are now accessible on the Zoho Desk iOS app. You can easily rename, delete, or clear filters on the go. We have also introduced Sort options on the ticket listing screen, allowing
                                                                                                            • Introducing VeriFactu Support in Zoho Books

                                                                                                              Hello users, Spain has introduced the VeriFactu system under Real Decreto 1007/2023 to ensure integrity, traceability, and anti-fraud compliance in e-invoicing. Starting January 1, 2026, all B2B invoices must be reported to Agencia Estatal de Administración
                                                                                                            • Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25

                                                                                                              Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone. Here's
                                                                                                            • Time Entries in Analytics

                                                                                                              I am trying to import a zoho sheet into zoho analytics. In my sheets one of the columns has "time Entries" in this "format HH:MM am/pm" example 11:00 PM. After import, i noticed that analytics converted the time to "00 Jan 1900 23:00:00".. how do i maintain
                                                                                                            • Amazon invoice in Zoho Books

                                                                                                              I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now
                                                                                                            • Zoho Creator Upcoming Updates - November 2025

                                                                                                              Hello everyone, Welcome to your monthly roundup of new features and enhancements! We hope you've already taken a look at Release Projection 2—it details the features coming your way for the rest of the year. And this month, we're excited to start rolling
                                                                                                            • Zoho Webinar + HubSpot : Simplifiez la gestion de vos données de webinaires

                                                                                                              Les webinaires sont aujourd’hui essentiels pour interagir avec vos prospects et vos clients. Cependant, la gestion des données entre plusieurs plateformes peut vite devenir complexe. Grâce à la nouvelle intégration entre Zoho Webinar et HubSpot, vos outils
                                                                                                            • I am trying to give access to one of our educators access to 3 forms in Zoho and she is not able to view the data - Access issue

                                                                                                              Hi Team, When I try to provide read access to one of our educators on Zoho for Pre-training , post training and Impact survey forms submit form access which also allows them to read , it does not show them data
                                                                                                            • How to book GST paid in zoho books

                                                                                                              hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth
                                                                                                            • PUNJAB NATIONAL BANK (CORPORATE) INDIA - NOT AVAILABLE IN BANKING

                                                                                                              Dear sir, Kindly fix it. PUNJAB NATIONAL BANK (INDIA) is available but PUNJAB NATIONAL BANK (CORPORATE) is not available. Kindly enable this banking since we need to categorize the entries. Regards, Sanjay Jena email id/ user id : travewithmerchant@
                                                                                                            • Is it possible to create a word cloud chart in ZoHo Analystics?

                                                                                                              Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able
                                                                                                            • Kaizen #216 - Actions APIs : Email Notifications

                                                                                                              Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
                                                                                                            • Facturation électronique 2026 - obligation dès le 1er septembre 2026

                                                                                                              Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
                                                                                                            • Your bot just got smarter: AI-Powered routing that reads between the lines

                                                                                                              What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing
                                                                                                            • Weekly Tips : Master Keyboard Shortcuts in Zoho Mail

                                                                                                              If you spend a lot of time managing emails, switching between your mouse and keyboard can slow you down. Whether you are replying to clients, organizing your inbox, or searching for messages, every second counts. So, how can you streamline your email
                                                                                                            • Introducing custom lookup fields in the Tickets, Contacts, and Accounts modules

                                                                                                              Hello all, We are excited to announce a new enhancement that will empower you to further customize the Tickets, Contacts, and Accounts modules. Now, you will be able to create custom lookup fields in your Tickets, Contacts, and Accounts layouts for more
                                                                                                            • DKIM cannot be enabled for the domain as no verified default selector present

                                                                                                              Can't get the DKIM working. May you please check my account (nksy.us) to see what's wrong?
                                                                                                            • Contacts per department

                                                                                                              Hello, Is it possible to limit Contacts to a Department? Thanks
                                                                                                            • Collections Management: #3 Tackling Payment Failures

                                                                                                              Sam refreshed the dashboard. "Payment failed". Same customer. Same subscription. This is happening for the third time. He sends a usual email: "Your renewal payment failed again. Could you please check and retry?" A couple of days passed, and there was
                                                                                                            • How do I increase the email attachment size in Zoho CRM ?

                                                                                                              It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly
                                                                                                            • Custom Field in Zoho Projects pulling into Analytics

                                                                                                              We have a client that we have built our their new business process using Zoho Projects, and we have build a lot of custom fields with their their Projects where they are capturing specific data points that we want to be able to track and pull data, as
                                                                                                            • WhatsApp Channels in Zoho Campaigns

                                                                                                              Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.
                                                                                                            • Zoho sign and creator error message {"code":9043,"error_param":"Checked by","message":"Extra key found","status":"failure"}

                                                                                                              Good day, I receive the error message: {"code":9043,"error_param":"Checked by","message":"Extra key found","status":"failure"} when running below code from creator to sign, void TestForSign(int ID) { //Fetch Template Details (Optional, for dynamic mapping)
                                                                                                            • Download a writer template as .docx instead of .pdf.

                                                                                                              I have been trying to implement a feature to download a writer template as a .docx and got it working partly but it isn't good. Earlier I checked our code and I saw openurl("https://crm.zoho.com/crm/org121314/specific/Template.do?action=print&step=pdfPreview&id="
                                                                                                            • Allow the usage of Multi-Select fields as the primary field on "Layout Rules"

                                                                                                              We want to force our users to enter some explanation strings when a multi-select field has been utilized. I can't understand the reason for the usage restriction of Multi-Select fields as a primary field. This is a simple "Display hidden mandatory field
                                                                                                            • WriterTh

                                                                                                              After every space Writer goes to capital letters mode in my Android tablet. The cap mode stays till the second letter is typed in the word then it comes to normal mode.
                                                                                                            • Next Page