Cybertech
New Member
- Reaction score
- 1
- Location
- North Carolina
Client has been using Customer Appointment Manager for many years. Now the company is no longer supporting the software. Need suggestion for replacement.
Need suggestion for appointment manager software
- Thread starter Cybertech
- Start date
YeOldeStonecat
Well-Known Member
- Reaction score
- 6,707
- Location
- Englewood Florida
I use, and have set up for tons of clients...Microsoft Bookings, which is included in various Microsoft 365 subs....so it's already there for most of my clients...no added cost.
Do you need to integrate with any other 3rd party? What does this client use for email platform?
Do you need to integrate with any other 3rd party? What does this client use for email platform?
Cybertech
New Member
- Reaction score
- 1
- Location
- North Carolina
They don't need to integrate. They use Microsoft 365.
Markverhyden
Well-Known Member
- Reaction score
- 11,060
- Location
- Raleigh, NC
If they can/want to spend money there's tons of options. If that's an issue MS has tons of free templates just for the taking. Completely customizable.
support.microsoft.com
Featured Access templates - Microsoft Support
Analyze and store large amounts of information, and manage data more efficiently with Access database templates available for download.
support.microsoft.com
britechguy
Well-Known Member
- Reaction score
- 4,795
- Location
- Staunton, VA
If they can/want to spend money there's tons of options. If that's an issue MS has tons of free templates just for the taking. Completely customizable.
Featured Access templates - Microsoft Support
Analyze and store large amounts of information, and manage data more efficiently with Access database templates available for download.
Mark, I'm not trying to be snotty or snarky, but how are these applicable to Appointment Management, particularly if that's to be used from various places across various devices?
I love MS-Access and have used a number of pre-made templates, both for tracking automotive maintenance for myself and inventory management when I was running the gallery, but I don't know of any scheduling template and even if they are myriad, if I had a M365 Business or Enterprise subscription that included Microsoft Bookings, I'd jump on it. It's precisely the tool for the intended task, and it even allows access by clients (if you want to grant it) so they can pick a time themselves and be sure it's not in conflict with anything you already have scheduled.
YeOldeStonecat
Well-Known Member
- Reaction score
- 6,707
- Location
- Englewood Florida
So there ya go, hopefully they're on M365 Business Premium which includes Bookings (they sound like a business, and...IMO....no business should be on a 365 sku lower than Business Premium...at the very least for 2 important reasons of *increased security *increased management..which actually lowers main cost, more than offsetting the increase in the 365 sub price).
3rd party wise, the gold standard is Calendly.
britechguy
Well-Known Member
- Reaction score
- 4,795
- Location
- Staunton, VA
As an aside, and not attempting to argue your point, Microsoft Bookings appears to even come with Business Basic. If you look on the page for M365 Business, the Business basic level shows:
I have to believe that the highlighted entry refers to Microsoft Bookings, and if it doesn't and someone knows what it does refer to, I'd like to know that.
Microsoft is not doing a fabulous job, in my opinion, of giving easy access to the comprehensive list of "what comes with" for all the different levels of M365. They favor highlighting "the major stuff" but trying to find the details about "the other stuff" is not easy.
- Reaction score
- 2,848
- Location
- Fort Myers, FL
I have used vCita.com for years, I book 1000's of appts a year with it. Very few glitches, they just setup a 365 connector so it works even better now. I have about 10 different scheduling options and some hidden ones. I set it up on my website for the pop up and for messages and have iframe for the blogs. $300 a year, worth every dollar.
Markverhyden
Well-Known Member
- Reaction score
- 11,060
- Location
- Raleigh, NC
The OP gave no details about the customer. So it's foolish to assume anything. At the end of the day Bookings is just a special calendar in Exchange and requires Online Exchange. Not all M365 subs include Exchange. As we all know there's plenty of customers, for what ever reason, who will not move/create their email in Online Exchange.
As far as the free templates? There's a number of them which, by name, might fit the bill as is or with minor mods.
britechguy
Well-Known Member
- Reaction score
- 4,795
- Location
- Staunton, VA
Mark, by the time you posted, post #3 in this topic was old, very old, an that customer had been identified as an M365 user. You posted over 1 day after that for your first response, so telling me that it's "foolish to assume anything" ignores that a clear statement had been made. I didn't assume anything.
There is no reasonable MS-Access choice for scheduling, in my opinion, but that's not why I asked. You seemed to be ignoring information that was presented and that gave an unequivocal indication that Bookings was an option.
Markverhyden
Well-Known Member
- Reaction score
- 11,060
- Location
- Raleigh, NC
Yes you did. In the absence of a conformation by the OP as to what type of M365 sub they have you assumed they have one with Online Exchange.
Cybertech
New Member
- Reaction score
- 1
- Location
- North Carolina
The customer sells and services golf carts. They have used Customer Appointment Manger for many years. They use it to schedule pickups, deliveries, and repairs of the golf carts.
Markverhyden
Well-Known Member
- Reaction score
- 11,060
- Location
- Raleigh, NC
That's simple enough. So it boils down to what type of M365 sub they have. As far as I know all versions of M365 for Business includes Exchange Online. So if they have one of those they're good. If they're using a personal/home version it doesn't have it.
Shared Bookings Frequently Asked Questions
Shared Bookings frequently asked questions.
learn.microsoft.com
Cybertech
New Member
- Reaction score
- 1
- Location
- North Carolina
Thank you all who gave suggestions. I chose M365 Booking.
Similar threads
