Accountants: How to Create Amazing Appointment Scheduling Sites

Accountants: How to Create Amazing Appointment Scheduling Sites

Quality of service in the finance industry is something that can not be demonstrated to others unless they experience it.

Yes, there are metrics indicating how you are performing compared to your rivals, but even it is only expressing little about efficiency.

In the past, companies used to use advertisements, to which the Internet has opened alternatives in today's digital age, such as websites and scheduling sites for appointments.

A great online presence can help you connect a lot more powerfully to your customers than ever before. It brings faith, trust and high quality standards to the customer's minds in business.



In this scenario, 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?

Accountants provide a service which is hard to be shown physically, unlike tangible products. So, how will you show your service to your clients using a website? Well, you cannot. What you can do is give a sense of trust and confidence to your customers by having a good-looking booking page.

An attractive web platform is critical for growth to accountants today, This also gives you an opportunity to show the quality of your service by having an amazing booking page.

Thus, it is really essential that you carefully plan your booking page so that you can give your customers a fantastic online appearance that can help you attract more customers over time.


Certain rules and guidelines need to be followed while doing this. But why?

Each industry follows a defined language of design. If you take many companies in the same sector you will note that the way they have their websites built would have some correlations.

That is because design language plays a crucial role in communicating a company's ideals. For example, Beach Resorts use a lot of blue on their websites because that is the most common color you will see in that industry.

Likewise we like to include a certain combination of colors on our websites. In reality, this is what the consumers 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 effort to build such an identity that your customers undoubtedly want.

Customers who are looking for great quality services like yours will expect that also in your online presence. Be it the Motel Industry, Spa Salons, Digital Marketing Agencies or any other industry 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 for 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?



Before scheduling an appointment with your company, everything the customer needs to know must be included in your appointment scheduling site. This should include all the information they need to know, and that will make them book a time slot with more information and convenience.

The booking page'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.

The background picture of your booking page will not be much going on because it takes so many things onto your booking page.

We would suggest that you try a booking after developing the website from top to bottom so you can find the finer details on the booking page which may not be relevant. Surely doing all these will result in a much better experience for your customers.


The best place to start is your background image.

The first thing that you need to do is to have an idea of how your booking page should look like at the end. This will help us eliminate waste of time while designing the same. To help with this, you can take a look at websites of other successful accountants or financial firms. This will help you think of a design that is inline with your industry.

One thing you are sure to note is that they would have a color scheme that they use consistently across all their websites. This is done so that there is a uniform and professional look to those sites.

Often photos from your company can help consumers to get more clarity. Also, if you have any pictures from your establishment that you can include on the booking page, it would be great on your booking page.

If you do not have anything like that, you may also get any from certain websites as Unsplash. You can find more information on how to obtain context images for you on the guide mentioned earlier.

The color scheme you will be using would also impact your background image.

If you have at least two colors on your website, this is the color scheme we would suggest to move ahead with on your background picture. When searching for background pictures you should bear these colors in mind, so that you can give priority to those who have these on them.

That will mean that both the website and the booking page are handled equally, so that it would look seamless as consumers turn to the booking page from the website.

Also be careful that the picture you are using on your computer will not have too many items or elements on it, because that would make it harder to read the text that will appear on top of it.


What about the other things on your site, then?

Remember the color scheme which we have used on our background image? We will be using the same on the buttons and text as well.

After designing the background, we mainly have four areas where you will need to apply colors to your booking page: Background Color, Text Color, Color button and Text Color button.

You need to pick a suitable color for each of these elements from your color scheme. When doing this, make sure that the color you add blends well with the background area behind it. This way, you will be able to make sure that everything on the booking page goes well with each other.

Another aspect you ought to bear in mind is to be sure the text is visible quickly with the color you have selected for it. From your paint scheme, you can try different colors for your text, and pick the one that is more visible on your website. If you can not find one from your color scheme, you can either go in black or white.

Keeping the same suggestion in mind, try out different versions of the website and choose one you think is the most suitable.

The text on your site is probably the most powerful part.

You have got two lines of text just above the buttons. You can use this space to add anything you want to your site. While some use this to provide information on their service, you can use it to market your service as well. Anyway, make sure you are making the best of it.

Keep in mind that you can rely on them to read it before moving over the buttons, because the text is above the buttons. You can even adjust the background and include a small amount of detail using certain graphic editing software if you find the space available for the text is not enough.

When building your booking account, we strongly suggest that you check your edits by hitting the Go To button at the very end of the Workspace settings and checking your booking page's live preview. This means you can change the designs while you continue editing and adjusting the various parts of the booking page.


Is that everything that you need to do? Not quite!

Collect feedback from others after your work is done by showing them your site. Sometimes, we get carried away with our design that we often overlook some items that others may notice.

It is also vital that you receive feedback from people you trust, such as colleagues, family members or friends, who can assess your work and have recommendations that may or may not improve your booking page.

Once your booking page has been rolled out, get your customers feedback and ask them to suggest any improvements that might be made from their perspective. This act not only provides you knowledge that you can use to develop your site, but it also lets consumers feel comfortable when they ask for their input, as it makes them believe you care about the quality of your product.

This will only be a long-term value for you, as it will also help build customer loyalty towards your facilities and services.

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.


Image Credits:


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ








                                ご検討中の方

                                  • Recent Topics

                                  • Search in module lists has detiorated

                                    Every module has a problem with the search function :-/
                                  • Add Zoho Forms to Zoho CRM Plus bundle

                                    Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and
                                  • Bigin: filter Contacts by Company fields

                                    Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround
                                  • Has Zoho changed the way it searches Items?

                                    Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.
                                  • Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

                                    I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/
                                  • CRM->INVENTORY, sync products as composite items

                                    We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,
                                  • Monthly timesheet, consolidation of time by project

                                    I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example
                                  • Sending emails from an outlook account

                                    Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later
                                  • Is there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM

                                    My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has some
                                  • Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?

                                    My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules
                                  • Automating CRM backup storage?

                                    Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
                                  • Nimble 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 integration
                                  • can't login Kiosk URGENT

                                    already try, can't login pls help to support. thanks.
                                  • Zoho Calendar not working since a few days

                                    Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using a
                                  • Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)

                                    Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,
                                  • 【Zoho CRM】CRM for Everyoneに関するアップデート:関連データ機能

                                    ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、CRM for Everyoneの新機能「関連データ機能」をご紹介します。 関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。 たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。 目次 1. 関連データの設定方法
                                  • Inventory to Xero Invocie Sync Issues

                                    Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not
                                  • How to activate RFQ? What if a price list has ladder price for items?

                                    Where can I find the option to activate request for quotation? How does it work? If the item has ladder price, does it gets calculated depending on how many items are in the cart?
                                  • Cannot access KB within Help Center

                                    Im working with my boss to customize our knowledge base, but for some reason I can see the KB tab, and see the KB categories, but I cannot access the articles within the KB. We have been troubleshooting for weeks, and we have all permissions set up, customers
                                  • Can't join canal Developers Zoho User

                                    Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?
                                  • Desk Email reply - set default font / use custom font

                                    Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font is
                                  • PDF Templates - Checkbox Borders

                                    Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a single
                                  • Zoho CRM's custom views are now deployable from sandboxes

                                    This feature is now available for users in the AU, JP, and CN DCs. New update: This feature is now available for users in CA and SA DCs. Hello everyone, We're excited to announce that you can now deploy custom views from sandboxes to your production environment
                                  • Zoho Devops

                                    We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing
                                  • Generate a link for Zoho Sign we can copy and use in a separate email

                                    Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
                                  • Settings Icon No Longer in ZOHO Desk?

                                    In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?
                                  • Introducing the all-new email parser!

                                    Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,
                                  • Tables for Europe Datacenter customers?

                                    It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
                                  • Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

                                    Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer
                                  • Kaizen #190 - Queries in Custom Related Lists

                                    Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within
                                  • Can we generate APK and IOS app?

                                    Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 
                                  • Simplified Call Logging

                                    Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following
                                  • Sub form doesn't as formula field

                                    Is it possible to get formula field in sub form in futures?
                                  • Week date range in pivot table

                                    Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,
                                  • How do I get Status History data of my Projects?

                                    I want to build a table in Zoho Analytics that Groups by Date, when Projects entered a certain status. I cannot find Status History or any such useful data available in the Setup of my Data Source sync. Please advise how I can achieve this?
                                  • Is it possible to hide fields in a Subform?

                                    Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the
                                  • Single Task Report

                                    I'd like a report or a way to print to PDF the task detail page. I'd like at least the Task Information section but I'd also like to see the Activity Stream, Status Timeline and Comments. I'd like to export the record and save it as a PDF. I'd like the
                                  • Weekly Tips :Instantly find what you need with Attachment Viewer

                                    Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between
                                  • Putting Watermark on Zoho Sheet

                                    Can this be done?
                                  • Missing Zoho Desk integration option for form workflows

                                    According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.
                                  • Next Page