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
Introducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-childText/SMS With Zoho Desk
Hi Guys- Considering using SMS to get faster responses from customers that we are helping. Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic. Screen Magic seems easier to setup, but appears to be 2x as expensive for United States. I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages? If so are responses linked back to the zoho ticket? If not, how are you handling this, a simple "DO NOT REPLY" asAgent password reset
Hi Zoho support, I would like to ask if there is a way the admin can reset a password of an agent? RegardsCan receive but not send messages in Zoho Mail
Hello! I was able to configure my email client successfully in that I can receive messages just fine. However, when I send messages out, they seem to go out fine (I don't receive any errors or anything), but the recipient does NOT receive those messages.Mail is sent twice!
Been using Zoho for a while now. Installed Zoho for someone else and some weird things are happening. Mails are being sent twice. He is using Thunderbird as an email client. I already read about email being duplicated in the sent folder. But in my caseCan't login IMAP suddenly
Since this evening I'm getting the error: You are yet to enable IMAP for your account. Please contact your administrator... IMAP always been enabled in my account and was workign fine for the past 7 years. Already tried turning IMAP off and on again.Sending of username did not succeed: Mail server pop.zoho.com responded: User already specified
I am having issues receiving emails from Zoho in Thunderbird. I am getting the above error. The first error tells me Authentication failed, and prompts me to enter in my password. Then I get the above error. I can receive emails when I log in online toBug tracking
Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.Exact match in name when searching workdrive
Hello, I am wondering how to search workdrive files/folders with an exact match in the name. For example, when I search across folder with the url param search[name]=someName, I get multiple results such as "someName", "someNameAndMore", or "someNameFlow - Fetch info from drop down in another module
I am running into a road block which I thought would be a simple task. My goal - The account is assigned to a "route" which can be selected from a drop down menu and adds a tag to the account accordingly (easy enough). Now when I create a task for thisMigration of corporate mail environment from Yandex 360 to Zoho mail
I have to migrate a corporate mail environment with an existing domain from Yandex 360 to Zoho mail. It is vital to migrate all users with all the data. I have read the article on this topic using MacMister Email Backup Software just now and have someI'm unable to send mail pthrough Zoho SMTP programmatically
This has been working for years, but today it's been offline all day long. I see nothing anywhere on your site about this. I'm not the only one experiencing this. Downdetector has a spike of reports todayCan no longer send email via Django site
This was working fine as of 11/7/25. Now I am unable to send user verification emails from a Django site on a AWS lightsail sever. When a user attempts to register the following error occurs. I have also attempted to send a test email via the shell andunable to send email but able to receive email
my email address is info@securityforceservices.caCustom Field for Subscription
Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription via the customer portal, there appears no way to display a license key for them? The invoice is not the natural place to store a license key for a particular subscription, so where else can this be stored and displayed?Login to server failing
When trying to retrieve my mail, I am getting this error message -- Login to server pop.zoho.com with username (my email address) failed. It gives me the option to retry, enter password, or cancel. Then I get this message -- Sending of username did notConfiguration failed: 200 response not received for POST request.
Hello, I am trying to set up a webhook to connect with an Salesforce but I receive the following error from Zoho: Configuration failed: 200 response not received for POST request I have tried testing it on webhook.site as well and receive the same errorZoho Migration Assistant not working
Hello, I am trying to use you Migration assistant to migrate emails from Rediff to Zoho. I am stuck in the first step. After downloading the migration tool, I copied the link to verify user credentials, however, after pasting the link in the browser,Paid Support Plans with Automated Billing
We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? TheScheduled Reports - Do not send empty report
Hello, We are intensively using reports in the CRM, especially for sales managers. When data is empty, they still receive an email. Can you add an option to avoid sending the report when data is empty?Contacts Missing — PeopleSync/Zoho Mail
English: In our company we use ManageEngine Mobile Device Manager (MDM), Free edition, to manage corporate mobile devices. Our usage policy does not allow personal Google accounts on these devices; therefore, Google account sync is blocked through MDM.Best way to integrate Zoho with mobile app for managing customer requests with real-time notifications?
Hello, I'm building a solution for a travel company where customers submit requests through a website, and the sales team manages these requests through a mobile app. The Requirement: Customers fill a form on the website (name, email, number of children,Kaizen #57 - Mass Update API in Zoho CRM
Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the Mass Update API in Zoho CRM. In this post, we will cover the following: 1. Introduction 2. Mass Update Records API 3. Schedule Update and Get StatusGetting Attachments in Zoho Desk via API
Is there a way to get attachments into Zoho Desk via an API? We have a process by which a zoho survey gets sent to the user as a link in a notification. The survey has several upload fields where they can upload pdf documents. I've createdMultiple currencies - doesn’t seem to work for site visitors / customers
I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I wouldPincode based Product Restriction
we have different types of products. 1) Very bulky items like plywood. 2) Too delicate items like glass These type of products we want to sell to local customers. Other products we want to supply all over India. There should be an option to restrict productsCan multiple agents be assigned to one ticket on purpose?
Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currentlyRelated Lists filter
I have Contacts showing in our Accounts module. I customized the Contacts module with an Employment Status field, with the following picklist options: "Primary Contact", "Secondary Contact", "Active Staff(not a main contact)", and "No longer employed".Standalone custom function not generating logs
Why dont't standalone custom functions generate logs when the're called from another function? I have some functions (workflow, buttons and blueprint) that have common parts, so I put that part in a standalone function which is called from the others.Automated log-out/session end
I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)?Add "Reset MFA" Option for Zoho Creator Client Portal Users
Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,Support Bots and Automations in External Channels
Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channelsUrgent 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) availableCreator HTML page refresh
Hi, I have added around 5 different html snippets in single creator page. I understand, I can refresh the entire page from page script using Navigational URLs https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/navigational-urlsZoho Desk - Custom Module Related List Columns on Tickets
I have a custom module in Zoho Desk called Asana Tasks, each task has a lookup to a Ticket. On the Ticket I want to see the columns of the Asana Tasks in the related list . Is there a way to do this? Right now it just has the name of the record and IGoogle Analytics import data inaccurate (as of October 11, 2025)
We have Zoho Analytics connected to GA4 to import daily event data. This has been running without issue for a couple of years. However, a month ago we started noticing discrepancies. All data until October 10 lines up perfectly - October 11 onward isWhat is your opinion of the new UI?
Hi Everyone, I would like to see what everyone thinks of the new Zoho One Dashboard. I don't get it, but perhaps I'm missing something. What are your thoughts?What are the OAuth scopes needed to access the Zoho MCP server?
I think I'm authenticating with the MCP server endpoint successfully using a bearer token but I can't successfully initialize an MCP session. I'm using the official MCP Python sdk (https://github.com/modelcontextprotocol/python-sdk). I get as far as hereSupport Uploading YouTube Videos Longer Than 60 Minutes
Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “APIAccount blocked for IMAP use
Hello, My email client (Evolution) can't sync mail anymore. It gives the error: "Your account is temporarily blocked for IMAP use. This may happen if you exceed the maximum number of simultaneous IMAP connections allowed. Kindly try again after some time."Next Page