CRM Appointments

CRM Appointments (Notion Template)

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Table of Contents

Description

Introducing the CRM Appointment Notion template, your ultimate solution for effortless client booking management. This template streamlines the scheduling process, making it a breeze to stay organized and ensure a smooth workflow.

Effortlessly associate appointments with the appropriate staff members, guaranteeing that everyone stays on track and organized. The user-friendly interface allows you to easily view upcoming appointments, manage client information, and keep track of all the important details.

For whom?

Ideal for professionals and businesses in need of appointment organization, such as hair salons, beauty parlors, barber shops, tattoo studios, coaches, car wash and detailing professionals, therapists, psychologists and more and more. No matter your industry, this template will help you stay on top of your appointments and provide exceptional service.

Features

  • Monthly Calendar view on the staff member's page, providing a clear overview of assigned appointments.
  • Types of services database, where you can create and manage different service types and their estimated durations. The appointment end time is automatically calculated based on the selected service.
  • Assign work appointments to specific staff members, ensuring efficient allocation of tasks.
  • Customer page, offering a summary of each customer's pending and completed appointments. You can also create appointments directly from both the client and employee pages.
  • Task database to keep track of all essential tasks, ensuring nothing falls through the cracks. From placing orders to contacting suppliers or customers, you won't miss a beat.
  • Dropdown menu for easy navigation between different databases and quick access buttons.
  • Customizable dashboard views, allowing you to choose and expand the views that are most relevant to you.

Databases included

  • Appointments: Manage all your appointments in one place, complete with details and assigned staff members.
  • Types of services: Create and organize different service types, along with their estimated durations.
  • Customers: Maintain a comprehensive customer database, including their appointment history and contact information.
  • Staff: Keep track of your team members and their assigned appointments.
  • Tasks: Never forget an important task again. Stay organized with a dedicated task database.

Format

Notion Template

Screenshots

Get the template

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