When an appointments CRM software system was required by this client, we built the system to handle all of the following:
- Quickly linking contact details and appointment
- Producing reminders
- Creating mail shots
- Invoice creation with a single mouse click
- Financial reports including trends and client history
A therapist offering a range of therapies wanted to use a computer rather than an A4 page-a-day diary to organise her business. The system we created had the following advantages:
- Minimised input errors
- Kept all contact details
Stored all information in one secure place
A custom-developed database, written on the cross-platform FileMaker Pro system, was the answer.
- Appointments could be viewed by the day, week or month from one screen
- Treatments pre-loaded and simple to select for each session
- Starting small, the software will grow with the business
- Client details appear by clicking on an appointment time
- Keeps all clients’ confidential details securely
