CRM Appointments
Manage your clients' appointments with ease
This Notion template is the ultimate solution for effortlessly managing client appointments. It makes scheduling appointments a breeze.
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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.
KEY FEATURES
- 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 to ensure efficient task distribution.
- Customer page that 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.
- Dropdown menu for easy navigation between databases and quick access buttons.
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.
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
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