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.
Clients pick from your available slots and book their own appointments. No more back-and-forth phone calls.
Block out days you are on-site, on holiday, or reserved for emergencies. Clients only see what is actually available.
Every appointment is linked to the client record with their address, contact details, and job notes.
Ce que vous obtenez avec Scheduling & Appointments
Clients pick from your available slots and book their own appointments. No more back-and-forth phone calls.
Block out days you are on-site, on holiday, or reserved for emergencies. Clients only see what is actually available.
Every appointment is linked to the client record with their address, contact details, and job notes.
Track appointments as scheduled, confirmed, completed, cancelled, or no-show.
Assign appointments to specific team members if you have staff. Everyone sees their own schedule.
Appointments link to the client's site address so you always know where you are going.
How does CMA help me schedule appointments?
Block the days you are busy and open slots for new bookings.
Send clients your portal link where they can see available times.
They pick a time, confirm their address, and the appointment is created.
The appointment appears in your diary linked to the client's full record.
Explorer davantage de fonctionnalités CMA
Every client detail in one place - not scattered across your phone.
Build professional, itemised quotes in minutes - not hours.
Send invoices. Get paid. Stop chasing.
Show your best work. Win bigger jobs.
Give your clients a professional, branded self-service experience.
Share files with clients. Keep everything organised.
Prêt à essayer Scheduling & Appointments ?
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