About Customer Appointment Manager

Atlas Business Solutions’ Customer Appointment Manager is an on-premise appointment booking solution for salons, spas, massage therapists, medical facilities, driving schools and law offices. Key features include waiting list management, scheduling for recurring appointments, employee work schedules and prevention for conflicting appointments.

Customer Appointment Manager provides a daily, weekly and monthly calendar view of appointments. Managers can drag and drop appointments, view employee schedules, send email reminders to customers and view productivity reports. It also provides an appointment form that helps users to view the appointment history of each client, view their photos and schedule recurring appointments.

Customer Appointment Man...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Windows 2000, Windows 8, Windows 10

12 Reviews of Customer Appointment Manager

Average User Ratings

Overall

4.00 / 5 stars

Ease-of-use

4.5

Value for money

3.0

Customer support

4.5

Functionality

3.5

Ratings Snapshot

5 stars

(3)

3

4 stars

(8)

8

3 stars

(0)

0

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 12 results

May 2020

Evelyn from Square deal glass

Verified Reviewer

Company Size: 11-50 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2020

Perfect software for scheduling

Pros

What I love most about this software is that it’s very easy to use and you can customize it to your preferences. Love that it reminds you of Any upcoming appointment as well keeps track Of them.

Cons

I have been using this software for quite some time and I don’t have no. Complains as of yet , it would be nice if they have a sms option

Reasons for Choosing Customer Appointment Manager

Pricing was good.

June 2014

Jo-Ann from Helen White Electrologists, Laser and Permanent Makeup

Verified Reviewer

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

4.0

Customer support

4.0

June 2014

Easy to use and learn

I do like the features of the Customer Appointment Manager. It is easy to learn and use and the customer support is great. There are some features I wish it included and hopefully they will in the future. The first is the "timelime". I wish that it would show more clearly across scheduled appointments. It is hidden where appointments are scheduled and since our schedule is uusally full we cannot access the time line. I also would like more fields available to address types of appointments/clients (other than services). Also, a buit in "key" to alert staff to an individual's particulars (difficult, owes money, special needs etc). I have set up my own system to do this but no one else really understands my "key" unless I show them. I also wish that there was an automatic symbol or something that indicates we have an email address in the Customer Appointment Manager for an indiviudal. Again, I have had to come up with my own by putting the "+" sign at the end of there last name. These symbols do not show up on the appointment reminders to our clients (glad about that because it would look weird and they may ask what they meant). In general I would like more customizable options.

Response from Atlas Business Solutions

Replied June 2014

Thank you for the feedback! Here are some suggestions that may help. Adjusting the Time Interval will allow you to view information for the scheduled appointments more clearly. In the Company Options window (from the Tools menu) you can choose from 5-minute, 10-minute, 15-minute, 20-minute, 30-minute, and 1-hour time intervals. The smaller time increments will allow for more space and more detail to be displayed on screen. You can set up Custom fields for both the Customer record and Appointment form. Custom fields are set up from the File menu. Custom statuses for appointments are also set up from the File menu. Each status has a corresponding icon that is displayed on your calendar. You can customize the fields that are shown on the Daily and Weekly views in the User Options window (from the Tools menu). You¿ll be able to display the customer¿s email address, custom fields, status, and much more. Learning resources are available on the Training page on our website.

November 2016

Kane from Mobiltec Satellite Services

Verified Reviewer

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

2.0

Value for money

1.0

Customer support

1.0

Functionality

2.0

November 2016

Worst application ever

THIS APPLICATION CRASHES LIKE HELL. EVERY 5 MINUTES IT SHUTS ITSELF DOWN AND WE HAVE TO RUN MAINTENANCE EVERY TIME. SO STUPID APPLICATION, WASTE OF MONEY AND TIME

October 2014

Lee from ATM Mirror and Glass

Verified Reviewer

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

October 2014

Not a bad program, but could use improvement for field service businesses

We have been using this program for years. We are a service business, so our scheduling is our #1 tool in our front office. This program does the job pretty well. The only real improvement I could see, and this is for service businesses, is the ability to print a map/directions. Many of the other scheduling programs geared towards service businesses have this and it's a nice feature. Yes, this is the day and age of GPS, but from the front end perspective, it's nice to see how long (estimated) your appointments are in travel time from stop to stop. I think this software functions well, but is more likely geared towards companies that don't do field dispatching. A mobile app would be nice as well (again, this is more common in programs geared towards field services). All in all, if you have a service business, where you are dispatching trucks and technicians, this program is "OK". You will find that you quickly outgrow the programs capabilities .....

June 2014

Michaelle from Medora MacKinnon CPA LLC

Verified Reviewer

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

June 2014

Good Program

A new program for us, and a big improvement. It has a short learning curve. We wish it would allow us to CHOOSE how many hours of the day it shows so we could have more room for the entries. If it shows less hours, say 9:00 to 5:00 we could have more line space for each entry? Otherwise, a great program. Wish it did the dishes also.

Response from Atlas Business Solutions

Replied June 2014

A couple things you may want to adjust are the Time Interval and Zoom. In the Company Options window (from the Tools menu) you can choose from 5-minute, 10-minute, 15-minute, 20-minute, 30-minute, and 1-hour time intervals. The smaller time increments will allow for more space and more detail to be displayed on screen. The Zoom option (from the View menu) will also change the way your calendar looks. Thank you for your feedback about Customer Appointment Manager!