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:
New to Zoho Recruit?
Zoho Campaigns Resources
Topic Participants
Akarsh Madhav
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
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
ご検討中の方
Recent Topics
How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.Reports: Custom Search Function Fields
Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report withZoho Projects app update: Voice notes for Tasks and Bugs module
Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attachingzurl URL shortener Not working in Zoho social
zurl URL shortener Not working in while creating a post in Zoho socialIn the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to sh
Hi In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to show alert. How We can achive in Zoho CRm Using customPower of Automation::Streamline log hours to work hours upon task completion.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-Zoho Bookings know-how: A hands-on workshop series
Hello! We’re conducting a hands-on workshop series to help simplify appointment scheduling for your business with Zoho Bookings. We’ll be covering various functionalities and showing how you can leverage them for your business across five different sessions.Custom report
Hello Everyone I hope everything is fine. I've tried to To change the layout of the reports, especially the summary page report, and I want to divide summary of each section in the survey but I can't For example: I have a survey containing five differentZoho Journey - ZOHO MARKETING AUTOMATION
I’ve encountered an issue while working with a journey in Zoho Marketing Automation. After creating the journey, I wanted to edit the "Match Criteria" settings. Unfortunately: The criteria section appears to be locked and not editable. I’m also unableCustom Fields in PDF outputs
I created a couple of custom fields. e.g Country of Origin and HS Tariff Code. I need these to appear on a clone of a sales order PDF template but on on the standard PDF template. When I select "appear on PDFs' it appears on both but when I don't selectHow to create a Service Agreement with Quarterly Estimate
Hello, I'm not sure if this has been asked before so please don't get mad at me for asking. We're an NDIS provider in Australia so we need to draft a Service Agreement for our client. With the recent changes in the NDIS we're now required to also includeChange Currency symbol
I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I wouldPython - code studio
Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics alreadyZoho Social - Post Footer Templates
As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm runningAllow to pick color for project groups in Zoho Projects
Hi Zoho Team, It would be really helpful if users could assign colors to project groups. This would make it easier to visually distinguish groups, improve navigation, and give a clearer overview when managing multiple projects. Thanks for consideringZoho Books - Quotes to Sales Order Automation
Hi Books team, In the Quote settings there is an option to convert a Quote to an Invoice upon acceptance, but there is not feature to convert a Quote to a Sales Order (see screenshot below) For users selling products through Zoho Inventory, the workflowCan't find imported leads
Hi There I have imported leads into the CRM via a .xls document, and the import is showing up as having been successful, however - when I try and locate the leads in the CRM system, I cannot find them. 1. There are no filters applied 2. They are notCustom Button Disappearing in mobile view | Zoho CRM Canvas
I'm working in Zoho CRM Canvas to create a custom view for our sales team. One of the features I'm adding is a custom button that opens the leads address in another tab. I've had no issue with this in the desktop view, but in the mobile view the buttonThe connected workflow is a great idea just needs Projects Integrations
I just discovered the connected workflows in CRM and its a Great Idea i wish it was integrated with Zoho Projects I will explain our use case I am already trying to do something like connected workflow with zoho flow Our requirement was to Create a TaskZoho Projects MCP Feedback
I've started using the MCP connector with Zoho Projects, and the features that exist really do work quite well - I feel this is going to be a major update to the Zoho Ecosystem. In projects a major missing feature is the ability to manage, (especiallyFunction #10: Update item prices automatically based on the last transaction created
In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you customemail template
How do I create and save an email templateEnhancements in Portal User Group creation flow
Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. FromArchiving Contacts
How do I archive a list of contacts, or individual contacts?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 alreadyCan I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letterZoho CRM button to download images from image upload field
Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could notemail moderation issue when email is sent in the name of a mail group
Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extended settings). Send an email to the group as a group moderator, but in the name of the group. This mail is held back for moderation which is unexpected. Expected: A mail sent by group moderator to a moderated group are not held back for moderationblank page after login
blank page after logging into my email account Thanks youIntroducing the revamped What's New page
Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the mainAlways display images from this sender – Is this feature available?
In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from severalFunction #9: Copy attachments of Sales Order to Purchase Order on conversion
This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: HitFree webinar: Security that works: Building resilience for the AI-powered workforce
Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough."Subject" or "Narration"in Customer Statement
Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. OnlyApply Vendor Credit Automatically
Hello!!! Is there a way where in we can apply vendor credits automatically on the FIRST OUTSTANDING BILL of the vendor?? We have lots of VENDOR CREDITS ISSUES mostly!!! Applying it manually is a pain for us. Would be great if we have a way to apply theZoho Notebook Sync problem
I'm facing a problem with syncing of notebook on android app. It's not syncing. Sometimes it syncs after a day or two. I created some notes on web notebook but it's not syncing on mobile app. Please help!!!!Cliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsRetainer Invoice.
Why ZOHO not have facilities to deduct partially advance payment from an invoice.Apply Vendor Credits Automatically
We are bulk importing Vendor credits in Zoho Books!!! Is there a way to apply vendor credits automatically to the first UNPAID bill of the Vendor?Cant Save Gauge on Creator Page
How to Save Gauge on Creator Page see movie https://vimeo.com/1116410860?share=copy#t=0Next Page