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
Mind mapping in Zoho Projects
Good morning, I would like to congratulate the Zoho team for building such an inovative and responsive application that fits in the daily challenges of so many work groups. I would like suggest you another functionality that helps a lot in project planning and development: mind mapping. Mind mapping would be of great help for brianstorming, knowledge management and other needs in online collaboration. Thanks and wish you all the best! George Maha Empresa Júnior Multidisciplinar do Instituto deRetainer invoice in Zoho Finance modlue
Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.Documents don't sync properly
Hello, My team recently moved to Zoho workDrive, some of my team, work remotely so we believed Zoho would be the best way to share and edit files as well as access files withing the team. However we are experiencing sync issues, when a file is uploaded in the file explorer and shows sync complete, same file can be seen on the Zoho web app but other team members can't see the said file because it is not syncing properly. i figured out that if i were to go to preferences in settings and resync theWe are looking for an experienced Zoho Developer
Hi Everyone! We’re on the lookout for a skilled Zoho Developer with hands-on experience in the Zoho Developer Platform (The Vertical CRM Platform) and if you don't know what that is, then you are not the person we are looking for. You would also needInitiate approval workflow after "on edit --> on success"
Dear Community, currently I am working on a initiative tracker which should handle approval workflows based on different initiative status. As far as I understand, an approval workflow can be triggered (only?) when data is entered for the input form to the database. Example: A new initiative is created and submitted. --> Approval Workflow triggered Here comes my question: Is it also possible to trigger an approval workflow if the form was "simply" updated? (on edit --> on success) Imagine the initiativeTax Deductible Donations to a Charity Organisation
For Australia, what's the best/proper method for entering an expense that is a tax deductible donation to a charitable organisation. And thus is appears correctly in Accounts and BAS as a GST payable deduction?Simultaneous use of WhatsApp Account in SalesIQ and ZohoDesk
Hi, We have only one number registered in Meta, it's possible use same account for two apps? All times here we try is stopping in SalesIQ. Regards,External lookup fields to synchronise with Analytics
Hello. I suggest adding external lookup custom fields to the Zoho Analytics integration settings. Currently, these types of fields are not available for synchronisation, so they cannot be used to generate reports with related tables in Analytics. ThankWe should have an option to Toggle Off KB Article Links in AI Answer Bot Replies
Hi everyone, I'm creating this topic to share a feature idea that I think would improve the customer experience when using the AI Answer Bot for self-service. The Current Behavior (The Problem) Currently, when the AI Answer Bot generates a summary orBoot Loop After Removing Service from Client via Admin
We have multiple laptops experiencing a boot loop / unable to login after the Zoho Remote service was removed from their machine remotely via the desktop client. The Windows sign-in screen is not available, and users are unable to login. This seems likeRequest Backend Correction — Domains Mapped to Same Help Center (Multi-Brand Setup Failure)
Hello Zoho Desk Support Team, I need assistance correcting a domain-to-brand mapping issue in our Zoho Desk instance (The Blue Ribbon Project). Both of our verified domains currently point to the same Help Center instead of separate brand portals. Currentis there any option to enable the participants interact - can write on the screen, while the screen is shared by the host?
this is most expected features - for teaching children. is there any option to enable the participants interact - can write on the screen, while the screen is shared by the host?How to disable the Login button in Desk Helpcenter
Hey there, I'm testing out whether the help center within Zoho Desk could replace our existing Customer FAQ. I tried to customize the themes for the public help center frontend, but stumbled across the login button in the navigation bar. Is there anySubforms in stateless forms
I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. BasicallyStandard Payment Term is not pulled from account to quotation
Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get theZoho Analytics Export API
Hi Team, I’m working on some integration tasks and wanted to confirm if it’s possible to retrieve a Zoho Analytics table as JSON data using a Deluge script. I’ve already stored my custom data from multiple sources and combined it into a single source.Best way to display complex Bookings Consultation Descriptions on Zoho Site?
I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) duringGmail is ramping up its email sender policy as of November 2025
Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, weModifying iframe data of Zoho booking iframe
Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a defaultZoho CRM Workflow and Function Backup Options
Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.Enhance Sign CRM integration
Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and SignYouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.
YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.Is or will be possible to associate meeting transcription and summary, made by Zia, to meeting/contact/account record in CRM?
Would be useful to keep context and track jobs, better if it will be autoDesk Field Not Showing in Analytics
Hi there, I recently added a field to our Zoho Desk Ticket Information. I went and added the data retrospectively to the tickets. It is also marked as required, so all new tickets cannot be closed off without it being filled in. When I try to run a reportExport data using advanced export options and customizable settings
Hello everyone, The user interface for exporting data has been revamped with updates to make data exports more flexible and efficient for users. These updates not only enhance usability but also bring advanced capabilities to help users extract preciseMoving data from one pipeline to another
Hey all, I've got some complex pipelines to build and I'd like to seperate them into seperate pipelines rather than have one mammoth one. If I create 2 pipelines, is there any easy way to use the output of Pipeline1 to be the input into Pipeline2? OrHow to export/find all deluge code.
Hi, I have a large app wich contains several forms, reports, html views, I need to find thow my application if any contains specific word, I could find it manually by editing app and see on every section(field code, on succes, on load, etc) but I would like to do it faster. Is there a way to at least export it to a file the whole deluge code on my application?Have Some Bugs in Zoho CRM Ask Zia Assistant
Hi Support Team, I have found some bugs in Zoho CRM Ask Zia Feature Please Check below screenshot, insight option is showing twice i think its in early access that's why its have some bugs .COD with Partial payment
Two reasons why we need COD with partial payment option. 1) Since we deal heavy weight products our shipping costs are too high. If shipment is rejected by customer we incur huge loss. 2) Some competitors place fake orders with different names and returnSlicers are now available in Zoho Sheet—filter your data interactively
At Zoho Sheet, we diligently track user requests and feedback. In line with this, based on extensive user requests, we've integrated Slicers to pivot tables and are delighted to announce its release. Slicers are interactive visual filters that have add,Resizing a Record Template Background Inage
Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, whenUpdated font library: New font styles and custom font options in Zoho Sheet
Zoho Sheet's font library now supports 500+ font styles in 60+ languages! The updated font library is stacked with new font styles, and some of the previously available font styles have been replaced with equivalent options. There are two ways you canIntroducing Data Bars: Graphically represent changes in data within the cells
Conditional formatting has helped millions of spreadsheet users analyze and highlight their data more efficiently. In addition to the classic rules, color scales, and icon sets available in Zoho Sheet, you can now apply Data Bars, a convenient methodDefault Font Size in Desk
How do I set my default font size in Desk? It takes me about 45 minutes to find the place to set it, then, when I sign out of Zoho and log back in, it's back to font 10 again. Seems like this would be simple, but like everything with Zoho, it's buriedTip #19 - Create checkbox tracker in your spreadsheet
Hello Sheet users! We are here with yet another tip to help you get the most out of Zoho Sheet. Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically? Here's a sampleTip #20 - Three things you probably didn't know you can do with picklists
Hello Zoho Sheet users! We’re back with another quick tip to help you make your spreadsheets smarter. Picklists are a great tool to maintain consistency in your spreadsheet. Manually entering data is time-consuming and often leaves typos and irregularPer Level Approval for admins
We need Process admins like Zoho CRM in Zoho Books for per stage approval Currently in books, admins only have the option for Final Approval But for example, in cases like when an employee is on leave, we can't just approval one level we only have optionNeed to set workflow or journey wait time (time delay) in minutes, not hours
Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integerFeature enhancement: Highlight rows based on a cell value
Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to drawUpdating custom fields in Zoho Projects
Hi I am wondering if anyone has experience with custom fields in Zoho Projects. I am struggling to update the field using either deluge or the api endpoint. My code is: //custom_Map = map(); custom_Map = {"UDF_DOUBLE_1":"0.27"}; update_Map = map(); update_Map.put("custom_fields",custom_Map.toList());Next Page