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:
- 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
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
unable to send message reason 554 5.1.8 Email outgoing blocked
unable to send message reason 554 5.1.8 Email outgoing blockedI can't log in to my account on Thunderbird
I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,Should I Use DMARC?
When I configure Zoho Mail's DMARC settings, it's mandatory to fill in the RUA and RUF (Aggregate notification email address*, Forensic notification email address*) addresses. When we enter an email address in these fields, we receive reports from theIntroducing Profile Summary: Faster Candidate Insights with Zia
We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiringBooks API Receiving an Error that Doesn't Make Sense when Creating Credit Note - trying to use 'ignore_auto_number_generation' argument
Hello, I'm working on a newly created routine and I'm getting an error that doesn't make sense when trying to create a new Credit Note. Here is my POST request. Endpoint: https://www.zohoapis.com/books/v3/creditnotes?organization_id=########## Body: {How to move emails to Shared Mailbox?
Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?Collaboration with free plan user.
Hello. Do both users need to be on Pro plan to collaborate? Or can a Pro user share a note with a free plan user with the ability to edit?Zoho Inventory Now Supports VeriFactu for Businesses in Spain
Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia EstatalConnection to other user
Zoho Cliq handles sharing of Custom OAuth Connections that require individual user logins.In arattai received message can't be deleted
The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a receivedAnalytics Portal
I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks RudyCan I filter a Lookup field to only show related records from another Lookup in Zoho CRM?
In our Leads module, we have two Lookup fields: Recruitment Agency – the agency that the lead came from Recruiter – the individual contact from that agency who sent us the lead Both fields link correctly to their respective records in CRM. However, ourZoho Books API invoice email bouncing with 'relaying-issues' error
I have waited over 30 days for zoho books uk to assist with the following and i have had no replies or tickets erronously closed. The service has been terrible - very unlike zoho! So i am raising this here hoping that a community member can assist: Hello,How do I filter contacts by account parameters?
Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information alreadyZoho Writer to Zoho Sign Template Misalignment – Request for Community
We are currently facing a critical issue impacting our live business operations due to a misalignment problem between Zoho Writer templates and Zoho Sign output. Issue Summary: We have an automated workflow in Zoho CRM using Deluge scripts that generatesAccount blocked
Yesterday I got my Zeptomail account blocked due to too many hard bounces. My account is used exclusively for sending transactional emails (eg. your order has been shipped, a form has been filled, etc) and the sudden blocking impacted hundreds of websitesMigration Tool Download
Since apparently you have to ask for the migration tool to download (why?), I need the download for the migration tool for exchange servers. Please forward link, thanks.IF Formula
Hi, I'm having trouble setting up a custom formula in a field. Can you help me with it? The formula should do the following: If the created date is less or equal to 30 days the field should display a string New in pieline or Exisitng pipeline if aboveAutorespond to one specific sender
Is there any way to create a rule or filter that sends an automatic reply to messages from one specific email address? I really need to set up something like a "vacation response" but only for one "received from" address.View comprehensive logs of all actions in Custom Module History
Hello everyone, We are happy to announce our new feature, Detail View in Custom Module History, which enhances visibility, control and accountability over your records. Users can now access a detailed timeline of every action that has been performed onTrack ZohoForm Conversion using Postmessage event
Hi, I’ve been using a third-party lead tracking tool to capture leads from my website along with their source. Earlier, with the HubSpot form, the third-party script was able to detect the postMessage event that iframe forms typically send back to theEmail task creator when task is updated/marked complete
I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completedEmail Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members
Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within yourHow to implement calculating average value of averaged values?
Hi, I'm trying to implement a formula in my layout for a module that calculates the average of 2 averaged values, but I can't do so using the formula custom field. To calculate the 2 averaged values, I could use the formula custom field, but in the customZoho Recruit update published job boards
If we have a job thats already posted on several different job boards and we edit this job in zoho recruit (e.g. the description of the job), does this then automatically update this new information to all the published job boards? If not, how does theNarrative 14: The magic bazaar of Desk
Behind the scenes of a successful ticketing system: BTS Series Narrative 14: The magic bazaar of Desk Marketplace is a centralized platform where users can discover Zoho and third-party applications that can be integrated with their Desk account to facilitateCollections Management: #2 Late Payment Automation
"Sir, I'll process the payment by evening, please don't apply any late payment charges", the customer said while arranging papers on his desk. Sanjay stood there with a tired smile. He had already visited twice that week. Payment collection was one thing.Create a table in the layout section of modules
Dear Sirs, I would like to know whether is possible to create a table under new fields in layouts section of modules. In fact in this section there are single line, multi line, pick list, multi-select, date, formula etc. but I am unable to add a tableNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationPower of Automation :: Automatic Task Status Handling for Users
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 automateQuestion - why no way to input a 'tool description' and 'tree of 'tools'
Every business is different, with different business processes. To be truly useful Zoho MCP needs to have user editable tool descriptions (or ruleset) and a 'tool tree' so that the LLM is context aware when being used. For example, the tool descriptionDevelop Zoho Meeting as a Full Native Application (Not a Browser Wrapper)
Hello Zoho Meeting Team, Hope you are doing well. We would like to suggest an important improvement regarding the Zoho Meeting desktop application. At the moment, the Zoho Meeting app feels more like a mini browser window or an iframe that loads the webCan I create a custom function for chart of accounts?
I'm trying to add a custom function that should run whenever a record in the Chart of Accounts module is edited, but on the form for creating a new function, the module dropdown does not include the chart of accounts as an option.billing
hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty PearlAutomatic Matching from Bank Statements / Feeds
Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In theseUnable to confirm Super Admin assignment — confirmation button not working
I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, whenAutomation#36: Auto-create time-entry after performing the Blueprint transition
Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the singleFeature Request: Reviews
Any chance we could get a "Reviews" element to put on sites? It should be extremely simple to do. Basically just take the comments box and add an option for a star rating. At the very least, it would be nice to have more customization options for the comment box so the text could be changed from "Comments" to "Reviews". I've looked at a bunch of embeddable review widgets but nothing meets my needs so this would be a great feature to have added to the site builder.Can we handle a support like (incident management) project in Zoho Projects?
Hi, I have a new profile of a project whereby we provide "ticket" base support to a client. They have a request and ideally we would handle comms via a email exchange logged in Zoho. Today we use Zoho Projects for all out projects, which means that weTrying to show the actual Terms & Conditions on PDF
Hi, On Zoho forms I am trying to have the actual terms and conditions that the user needs to accept also show on the pdf that they receive after. Right now it only says "Agreed". Please help.Next Page