Features: 

Information:

Comprehensive Client Management and Appointment Scheduling Software

 

Appointments

ClientScope appointment scheduling is fully integrated with the client database. Whenever an appointment is added or reviewed, that customer's detail information is immediately displayed.

With optional reminder alerts, notes, task keywords and comments, meetings are easy to review and confirm at a glance, helping to reduce your no-shows and better manage your time.

Appointments

The client list displays the next meeting date, time and task. The list can be sorted by date, time and task by clicking the appropriate header.

  • Selecting a customer in the client list scrolls the calendar to that customer's next meeting.
  • Selecting an appointment in the calendar, selects the applicable customer in the client list, and immediately displays the customer information.
  • Previous and next meetings for the selected customer can be viewed by selecting the Prev Appt and Next Appt buttons.
  • Dates with meetings are highlighted in the calendar month view.
  • Meetings can be easily moved, cancelled or deleted.

 

Adding Appointments

New appointments are added by selecting the customer in the client list, the required date and time and then Add Appt in the toolbar.


  • The calendar time increment is user-defined.
  • New customers can be optionally added in the same step as adding new appointments.
  • User-defined tasks can be selected for a quick visual overview.
  • Alerts can be specified from zero to 3 weeks prior to the meeting.
  • Comments provide a heads-up.
  • In the above example, an appointment for customer, Joe Blowdry is being added on Saturday, May 22, 2010 at 3:00 PM for a Trim. Note that Trim is a task keyword. A reminder alert, one hour prior to the meeting has been enabled.

 

Notes

Notes are added or revised by simply selecting the appointment in the calendar.


  • Notes can be enabled or disabled globally or on a per-meeting basis.
  • Notes are of unlimited length.
  • Notes can be printed.
  • In the above example, note "Last appointment - moving out of state" has been created for the 10:00 AM scheduled meeting with Jane Doe.

Other ClientScope features: