Affordable Appointment Software

With two appointment software systems to choose from, you are sure to find the one that’s best for you and your company. Compare Customer Appointment Manager and Customer Appointment Manager Pro to find the right edition for you.

	Standard Buy from $295	Pro Buy from $495
Schedule your customers in seconds
See who's available and when, plus find open times quickly
Manage multiple schedules and share appointment information
E-mail appointment reminders and create customer letters
Fill cancellations and no-shows from waiting list
Monitor employee and business performance
Attach files and photos to customer records
Take appointment requests online
View appointments online with Google Calendar
See who's in your waiting room and manage wait times
Audit trail to track appointment changes by user

Online appointment scheduling helps grow your business

Want to take your business to the next level? Get the online appointment scheduling and business management tools offered only in Customer Appointment Manager® Pro. It includes all of the features and benefits of Customer Appointment Manager, plus it allows your customers to request appointments online¹, even when your business is closed, provides valuable insight into your employees’ and business’s performance, and lets you store customer photos. You can even let your employees view their appointments online, manage your waiting room, and see which employees made changes.

We are so confident our professional appointment scheduling software will work for you that we back it with a 90-day, unconditional, money-back guarantee. So go ahead and order Customer Appointment Manager Pro today!

Everything you need on one screen

Daily View

Customer Appointment Manager Pro shows you everything you need to manage your customer appointments on one, easy-to-read screen.

Weekly View

See all appointments for a week for any employee. Your waiting list and online appointment requests are just a click away!

Monthly View

Get the "big picture" and see all appointment details for an employee for the entire month. You can also view appointment summary information for all employees. Click any day to view appointment details.

Gain insight into employee and business performance

Which services do your employees perform most often? Are your employees increasing their appointment workload? How many new customers has each of your employees acquired? With Customer Appointment Manager Pro, you’ll have the answers in seconds.

Services Summary Chart

See how many appointments, or appointment hours, your employees are scheduled for each service. View this information for any employee or all employees to see if your services mix is changing over time. Also, see where your employees are spending most of their time.

Employee Productivity Chart

See how many hours your employees are scheduled versus not scheduled. View this information for any employee, or all employees, to determine if employee productivity is increasing or decreasing over time.

Appointments Summary Chart

See how many appointments have been scheduled for any time frame. View this information for any employee, or all employees, to see if your business is growing. You can also view the number of canceled appointments or no-shows.

New Customers Chart

See how many new customers each of your employees, or all employees, have acquired for any time frame. Ideal for sales contests and measuring marketing efforts.

Attach files to customer records

Attach Documents

Do you need quick access to customer documents? With a click of your mouse, you can access reports, contracts, agreements, blueprints, surveys or any other customer files or images. File types supported are .pdf, .doc, .docx, .xls, .xlsx, .rtf, .bmp, .jpg and .gif.

Store Customer Photos

Customer photos are just a click away with Customer Appointment Manager Pro. Now you can quickly and easily verify customers upon check-in. Reduce your liability and make sure you're providing the right service for the right customer.

Take appointment requests online

Want to take appointment requests online? With Customer Appointment Manager Pro, you can quickly build a custom online appointment form for your business and start receiving appointment requests via the Internet. The appointment form can include your company logo, banner, color scheme, and appointment days and times. Use your appointment form’s web address on business cards, advertisements and brochures, or link to the form from your web site. All online appointment requests appear instantly in your Customer Appointment Manager Pro online inbox. New customers can be imported into Customer Appointment Manager Pro for fast and easy appointment booking. You can also access appointment requests from any Internet browser and forward appointment requests to your e-mail address.

View Sample Appointment Request

Build your own custom web form to start taking appointment requests online.

View Sample Inbox

View the customer’s name, date and time the appointment request was submitted, status of appointment, and the date and time the customer would like to schedule the appointment.

View appointments online from any PC or Smartphone

With Customer Appointment Manager Pro, your employees can access their appointment information from anywhere, anytime with Google Calendar. With the click of a button, you can send up to six weeks of appointments to any Google email address, which is free. Your staff will be able to access their appointment calendar from any PC with Internet access or any Smartphone.

Send Appointments to Google Calendar

Give your employees access to their appointments from anywhere with Google Calendar.

Manage your waiting room better

Who’s in your waiting room? When did they check in? How long have they been waiting and who are they here to see? Who’s late for their appointment? The Check-In Assistant found only in Customer Appointment Manager Pro instantly shows you and automatically updates in real time. Use this tool to check-in customers for their appointments and mark customers as completed when they’re no longer in your waiting room.

Check-In Assistant

See the appointment time, check-in time and how long each customer has been waiting.

See who made appointment changes

Easily track changes made to appointments by individual users. See who scheduled or deleted an appointment, made changes to appointment times, descriptions, services, and more. Only users granted administrator rights within Customer Appointment Manager Pro can view this information.

Audit Trail

The Audit Trail shows when changes were made and by whom.

MS SQL Server version available

The SQL Server version of Customer Appointment Manager Pro provides you with a trusted, productive, and intelligent data platform should your business require a more robust enterprise database. If your business has many users, locations, or customers, Customer Appointment Manager Pro (SQL) is the right solution to meet your growing appointment scheduling needs.

Customer Appointment Manager SQL Edition requires one of the following:

Microsoft SQL Server 2000 or higher
Microsoft SQL Server 2005 Express
Microsoft SQL Server Desktop Engine

System Requirements

Windows operating system: 2000/NT/XP/Vista/Windows 7/Windows 8/Windows 10. NT is supported only when acting as a server in multi-user, client/server environments.
CD-ROM drive (if ordering a CD) and a hard disk, with at least 40 MB of free disk space for program files, plus additional disk space for data files.
Internet access for accessing online appointment requests.
Importing from QuickBooks requires QuickBooks Pro, Premier or Enterprise 2003 or later editions