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Demonstration - Financial Planner |
 This example demonstrates the On-line Appointment Manager using a Financial Planner as an example. It uses the OAM 1 package. Features... Some of the features demonstrated in this example include... - Customised logo and color scheme.
- One planner.
- One location.
- Multiple services.
- Sample customers.
- Sample appointments - including some on the wait-list.
- Sample events.
- Sample SMS reminder template.
- Sample Email reminder template.
Sample log-ins... | Administrator | The administrator (admin) is responsible for setting up and maintaining the system - Locations, Services, Personnel, Users, Settings.
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| Dean Vickerman | Dean is primary financial planner at Vickerman Financial Services, but is looking to expand.
His user level is Manager. This allows him to create and edit other user accounts.
Dean has a linked Personnel record. This means that he can take appointments (see clients). |
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Customer Module Demonstration You can also view a demonstration of the NEW Customer Module. Limitations of the demonstration version... - You can enter changes to records, but these will not be saved.
- SMS messages can be created, but are not actually sent.
- The data is for illustration only, names, addresses etc., are not real.
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I have found 'Receptionist' and 'AppointmentBook' ideal for my small business. I have all the benefits of a full time reception at a tiny fraction of the cost. I am completely sold on the service. Further to this I have found their customer support to be attentive, personal and effective. I would highly recommend their services to anyone.
