Custom field enhancements

The custom fields functionality allows you to take the information you need from your customer and store it in your CRM. For example, you may need to take their date of birth or membership number.

Previously, custom fields would display when bookings are made on the customer-facing booking tools and would be completed by entering text.

Now, you can have your custom fields display when a booking is made internally for a new customer, and the input can be pre-set as text or date.

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Check out this support guide for full details on managing your custom fields or go ahead and create your own custom fields in your CRM settings under the your business tab.

Resource-specific descriptions for microsites

Booking microsites are a fantastic way for businesses to take bookings from their customers. To allow your customers to book with their chosen resource, each one of your resources has their own individual microsite.

As well as your set microsite design (business colors, banner image, theme), resource microsites include the resource's profile image and now, a description of the resource. This description can act as a biography to provide your customers with an enhanced booking experience and further details about the resource:

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Add a description to each of your resources by editing the resource under the your business tab.

Advanced booking reminders and follow-ups

Reminders and follow-ups act as a key method of communicating with your customers regarding their bookings and their interactions with your business.

With Appointedd, you can ensure that every email and SMS sent in relation to a booking is entirely relevant, sending to the right person, at the right time, with the right content.

Send reminders and follow-ups to your customers, resources and specific recipients, at your chosen times, according to the details of the booking.

Set up your reminders and follow-ups under your communications tab and find a full guide here.

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Square payments integration

Taking payments for your bookings ensures a smooth experience for your customer, reduces admin for you and safeguards your bottom line in the case of no-show bookings or cancellations.

To make it even easier for you to take payments for your services, Appointedd now integrates with Square! 🎉

Find out more about this integration here or check out this guide to start taking payments for your bookings with Square.

Appointedd has a new look 🤩

We're waving goodbye to the purple and green 👋 and welcoming our beautiful new design.

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We know how much you use your Appointedd calendar so we're so proud to provide you with a sleek, modern new look so you can enjoy using your calendar every day.

Additionally, we have upgraded your navigation! Your menus are more intuitive to navigate and their titles reflect the contents.

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To give you a proper introduction, the support team is hosting a webinar on Thursday 20th September. Click here to book your spot.

Ask questions according to the booking source

Booking questions allow you to gather valuable information from a customer when a booking is being made.

Previously, questions could only be asked when the booking was being made by a customer on your booking app or microsite (externally).

Now, questions can also be asked when the booking is being made by your team at app.appointedd.com (internally).

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You can set whether each of your questions should be asked for bookings made externally, bookings made internally, or all bookings:

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See a full guide on setting up booking questions here.

Removal of tasks feature

To continue improving Appointedd, we're always enhancing existing features and building new ones. The prioritisation of this work is based on the feedback and ongoing demand from those who use Appointedd. To enable this agility, we're unable to continue supporting one of the lesser-used features of Appointedd - tasks.

The tasks feature will be removed from the web application on 30th July 2018.

If you have any questions around this, please don't hesitate to get in touch with the support team through the messenger at app.appointedd.com.

Set a different location for each of your services

To communicate the location of a booking, you can now set a different location for each of your services.

The location of a booking will be communicated with the customer in the ICS file included in their booking confirmation: Screen Shot 2018-07-03 at 12.15.06.png

The location will also be included in the external calendar event of the resource's synced external calendar (Google, Apple, Outlook, Exchange etc).

Use this functionality to communicate physical or online locations with your customer. For example, for a video meeting include your Zoom, GoToMeeting or Confrere URL.

Apply locations to your services from your account - log in here. See full details of how service locations work and a full guide to setting them up in this support guide.

Log external emails in Appointedd customer records

Keep track of all of the emails you've sent to your customers by logging emails you send outwith Appointedd in the customer's record in Appointedd.

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If you don't yet have a customer with this name and email address, a new customer record will be created (their name will be detected from their email address). If you do have a customer with this name and email address, this will be recognised.

The email you've sent will be added to the communications tab in their customer record with the label BCC.

In your customer settings, you'll find your unique email address which you simply need to blind copy (bcc) into the emails you send from your email provider e.g. GMail, Outlook, Exchange etc.

Top tip: save your unique email address to your contacts in your email provider so you can easily add that contact to your new email.

Identify the source of your bookings

Identify the source of your bookings to determine how much business each source is bringing you.

Booking app reports

In the reporting function under the admin tab, you can now see how many bookings were made from each of your booking apps and the value of those bookings. As with your other reports, you can generate the report for your chosen time period.

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Find full details of your booking app reports in this guide.

Filter by booking source

Additionally, you can now filter your agenda view by the booking source:

  • Internal
  • Microsite
  • Booking app
  • Booking app on microsite.

For a guide on the agenda view and how to filter your bookings, click here.

Source in booking export

And in your booking export, the booking source and (if applicable) the name of the booking app is included so you can easily identify and further manipulate the source of your bookings.

To export your bookings, check out this guide.

For example, with booking apps on multiple pages on your website, you can now determine which of these booking apps is the most successful in order to to drive website traffic there.

Or, if you're running a campaign, you can create a specific booking app embedded on your microsite and include the URL in the campaign. So you can identify the details of exactly those bookings you received as a result of the campaign.

No published changelogs yet.

Surely Appointedd will start publishing changelogs very soon.

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