CRM Appointments
Effortlessly organize, schedule, and optimize appointments, tasks, and team management—tailored for any industry
This Notion template is the ultimate solution for effortlessly managing client appointments. It makes scheduling appointments a breeze.
Screenshots
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Key Features
The CRM Appointment Notion template is your ultimate solution for client booking management. This template makes scheduling appointments easy and ensures a smooth workflow.
- Monthly and weekly calendar view on the employee's page, providing a clear overview of assigned appointments.
- Types of services database, where you can create and manage different type of services and their estimated duration. The end time of the appointment is automatically calculated based on the selected service.
- Assign work appointments to specific employees. This ensures efficient task distribution.
- The Client page provides a summary of each customer's upcoming and completed appointments. You can also create appointments directly from both the customer and employee pages.
- Tasks database to keep track of all important tasks and ensure that nothing falls through the cracks. From placing orders to contacting suppliers or customers, you'll never miss a beat.
- The user-friendly interface allows you to view upcoming appointments, manage client information, and keep track of important details.
For whom?
This template is ideal for professionals and businesses in need of appointment organization, such as coaches, consultants, hair salons, beauty parlors, barber shops, tattoo studios, car wash and detailing professionals, therapists, psychologists, and more!
Regardless of your industry, this template will help you stay on top of your appointments and provide exceptional service.
Includes
- Databases:
- Appointments: Manage all your appointments in one place, complete with details and assigned staff members.
- Service Types: Create and organize different service types, along with their estimated durations.
- Clients: 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.
- Help Guide: Includes a guide that provides a simple overview of each database in the template, explaining the purpose of each, key fields, and tips for efficient use.
Format
Notion Template
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Delivery is automatic upon successful payment.
No refunds are allowed due to the digital nature of Notion templates.
Do you have any questions? Feel free to reach out to me via email.