Scheduling & Appointments

Block your diary. Let clients book. Never double-book again.

Forget the paper diary and the endless phone tag. CMA lets you manage your schedule digitally - block out days you are on-site, set your available slots, and let clients book their own appointments through your portal. Every booking is linked to the client record with their address and contact details.

What you get with Scheduling & Appointments

Online booking

Clients pick from your available slots and book their own appointments. No more back-and-forth phone calls.

Availability management

Block out days you are on-site, on holiday, or reserved for emergencies. Clients only see what is actually available.

Client-linked appointments

Every appointment is linked to the client record with their address, contact details, and job notes.

Status tracking

Track appointments as scheduled, confirmed, completed, cancelled, or no-show.

Assigned to team members

Assign appointments to specific team members if you have staff. Everyone sees their own schedule.

Site address integration

Appointments link to the client's site address so you always know where you are going.

How does CMA help me schedule appointments?

1
Set your availability

Block the days you are busy and open slots for new bookings.

2
Share your booking link

Send clients your portal link where they can see available times.

3
Client books a slot

They pick a time, confirm their address, and the appointment is created.

4
You get notified

The appointment appears in your diary linked to the client's full record.

Explore more CMA features

Ready to try Scheduling & Appointments?

Start your 14-day free trial and see how CMA simplifies your trade business. No credit card required.

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