ABS Blog

Customer Appointment Manager version 6.0 was recently released by Atlas Business Solutions. Version 6.0 includes enhancements that will allow companies to further customize their appointment scheduling software and produce more reports. Users can create more custom statuses for their appointments, more custom fields for both the appointment and customer forms, and create custom labels, such as students or volunteers instead of clients, customers, or patients. Two new reports have been added to version 6.0 that show a list of upcoming appointments for the entire company, regardless of employee, and a report for customers that show their upcoming appointments in a calendar view. In addition to the new customizations and reports, enhancements have been made to the Employee Filter, User Settings, Time Intervals, and the QuickBooks Synchronization. Read more about the version 6.0 release of Customer Appointment Manager.

Amore Spa is Boulder, Colorado’s first organic hair studio. They have been using Customer Appointment Manager for five years. Before buying this appointment software, they used paper appointment books. One of their biggest challenges when using paper appointments books was to find their customers’ appointment information quickly to schedule or reschedule their appointments. Now they simply use the Search feature in Customer Appointment Manager to find the information they need. They’ve discovered how easy it is to see past and future appointments and look up customer details including contact information. They also pre-schedule appointments using the Repeat Appointment feature. Watch their video to hear how happy they are to have a paperless appointment book!

In Customer Appointment Manager appointment scheduling software, you can use daily notes to communicate information to your employees, such as a notice for a received delivery or a message to check for a new appointment.

You can include these notes when you prepare reports, such as Daily Appointment Sheets or Appointments by Employees. They are listed at the bottom of each day’s appointments. To add or edit a daily note, your appointment scheduler should:

1. Right-click in the name box to select the employee and display the option menu.
2. Select Add/Edit Daily Employee Note and enter or update your message; up to 75 characters.
3. Click OK.

Employees with a daily note will have a yellow note icon displayed next to their name in the appointment scheduling window when in Daily and Weekly views. To view note contents, simply click the icon.

Customer Appointment Manager is fast and user-friendly appointment scheduling software. It’s very easy to learn and easy to use. Watch this video to see how everything is right at your fingertips when you use Customer Appointment Manager. You’ll be able to quickly schedule appointments, search for customer and/or appointment details, find open time, and add customers to a waiting list. Appointment lists can be emailed to employees. And, you can email appointment reminders and send letters directly from Customer Appointment Manager. Appointment reminder emails help reduce no-shows and keep your employees’ appointment book full. Sending letters to notify past customers about new promotions will also help to increase appointment requests. The reports, including a daily appointment sheet, appointments by employee, appointments by customer, services summary, and employee productivity report, will give you a deeper understanding of your business. Use this appointment software and you’ll see immediate time savings, increased repeat business, and improvements in customer service.

Dr. Hart from Hicksville, New York has used VSS Pro since the mid 1990’s. He first purchased version 3.0 of this staff scheduling software after reading about it in a magazine and is now using version 12. He originally bought it to replace a magnetic board that hung on the back of a door that indicated who worked when. Sometimes the magnets would fall off the board when the door shut. Now the clinic manager creates staff schedules for weeks at a time and gives every employee a personal schedule several weeks in advance. The schedule even says which employees will work with each eye doctor. Watch their video testimonial about Visual Staff Scheduler Pro (VSS Pro).

Looking for a fast and easy way to create a custom report? Make a unique list of employee information using the Employee List report in Staff Files HR software. In addition to the fields from the General, Emergency, and User tab, you can also select fields for Current Wage, Previous Wage, Starting Wage, Years Worked, and Age.

To print an employee list:

1. From the Reports menu, select Employee List. The report name is displayed in the report Title/Header field in the Employee List dialog box.

2. In the Column Definition section, identify the information you want to include in the list by double-clicking each column to display the Employee List Column Definition dialog box.

3. In the Employee List Column Definition dialog box, select the Field name and Column Header. Also enter the character Width for the column, and ascending or descending Sort order. Or, click the Delete Column button for information you are not going to include in the listing.

4. Use the Filter option, if needed.

5. Click a print option: Preview, Print or Printer Setup.

6. Click Close to exit.

Dana from Dog Designs by Dana Pet Resort and Custom Made Pet Furnishings in Sebring, Florida has used Ultimate Business Planner business plan software to vet her new business ideas. Dana first started using Ultimate Business Planner when she received a copy in college in her entrepreneurship classes. She continues to use Ultimate Business Planner to keep all of her new business ideas together in one place instead of on multiple pieces of paper. She also uses the financial forecasting part of the software to figure out if her new business ideas will be viable and make money. Watch this video to hear how Dana has and continues to use this business plan software.

Using Staff Files HR software, you can modify employee files by changing the field labels that are displayed in the tabs. For example, you may want to change the Department label that is displayed in the General tab, to Division or Regional Office. Changing the field labels in Staff Files gives you additional flexibility for customizing your employee files.

All you have to do is double-click the field label you wish to change. The Label Edit dialog box will be displayed. Type a new label in the text box and click OK. It’s that easy to change a field label in this HR software program!

Manna Enterprises, a restaurant franchisee in Alabama, uses Staff Files human resources software to maintain their HR information. They find Staff Files to be very easy, logical, stable, and useful software. The reminders feature helps them remember upcoming leaves of absence and they scan weekly documentation. They save a lot of time retrieving the scanned documents since the documents are just a couple of clicks away! Watch their video testimonial to hear how our human resources software has helped them manage their staff information.

Staff Files HR software is an easy way to manage employee files. Watch this video to see how Staff Files can store personnel records, track historical information about your employees’ time with your company, quickly retrieve the HR data you are looking for, and secure your confidential staff information. Using the Staff Files Pro edition, you can also create professional HR documents including job descriptions, company policies, employee handbooks, and HR forms and guidelines.