Full feature list - Business
Full feature list - Business
Download or print our features summary for reference.
Front End
- Optimized for mobile
- Customizable login page,with ability to add custom text, custom logo, and links to consent forms, etc.
- Use scheduling site as stand-alone or as link from client website
- Available slots can be displayed in a table or text format
- Provides customer with printable appointment schedule
- Allows customers to receive Outlook or Gmail calendar invitation they can add to online calendar
- Allows customer to cancel / reschedule appointment
- Allows customer to edit their contact information and change their password
- 24/7 access for online scheduling
- Will not display other scheduled appointments to customer
- Provides ability to collect customer and/or appointment specific information upon registration or appointment scheduling
- Accept credit card payments online
Account Setup
- Printable Online Manager guide
- 24/5 M-F email support
- Ability to control when the scheduler is open and closed to customers
- Ability to control how far in advance customers can book appointments
- Ability to control how much time prior to an appointment an appointment can be cancelled
- Total number of appointments per customer can be limited
- Total number of appointments by appointment type can be limited
- Frequency of appointment scheduling by customer can be limited
- Ability to restrict scheduling access by employee ID, patient ID, or other key field
- Supports multiple time zones
- Supports 24 hour clock
- Supports European date format (i.e. dd/mm/yyyy)
Appointment Management
- Slot length can be variable
- Ability to have single or multiple appointments per time slot
- Supports both one time and periodic appointment scheduling
- Appointment schedule can be displayed before or after login
- Ability to search appointments by customer or by date
- Outlook calendar appointment can be made for appointment provider
- Supports range of service / appointment types
- Ability to limit number of appointments per resource / per day. Display your entire day of availability but only allow a fixed number of appointments to be booked.
- Ability to display rolling number of appointment slots per day, to allow you to fill up early morning slots first
Messaging
- Confirmation emails
- Cancellation emails
- Reminder emails can be set by customer and/or set by client
- Multiple reminder emails at specified length of times prior to appointment can be set
- Email template for all emails can be customized, links to supporting documents, consent forms, images can be added
- Follow-up and Custom email options available
- Text reminder option
Reporting
- Provides access to real-time reports
- Excel export option available on reports
- Ability to set up scheduled report delivery by email
- Reports can be run for a specific date range
- Reports can be generated by provider, by location, by event
- Slot report available displaying all available time slots -- can be used to schedule walk-in appointments
- Summary report on % of slots filled per location
- Optional email notification when % of slots exceeds an administrator specified number
Customer Management
- Provides online searchable customer database
- User defined customer information can be collected
- Maintains customer appointment history, including appointments scheduled and cancelled
- Maintains customer log including record of all emails sent
Administrative Management
- Multiple user access levels available
- Limited access can be set for specific email addresses
- Report viewing access only is available
- Appointment making access only is available
- Full administrative power is available
Security
- PickAtime is hosted on dedicated servers in a locked and secure data center.
- Secure Socket Layer (SSL) technology is used to encrypt the data for transmission.
- All information collected by pickAtime is made available only to the client that the customer is making an appointment with.