For more: http://www.appointment-plus.com/pdf/resources/choosing-online-scheduling-software.pdf Are you reviewing online scheduling software? Kendall Matthews, VP of Global Marketing & Communication at AppointmentPlus, shares the the key questions you should ask to help you make the right choice for your business.

2. Kendall Matthews,
VP of Global Marketing &
Communication
Written by . . .

3. This is a
PerfectionistCustomer
experience
is key to
almost every
business

4. you need the right balance of:
To improve your customer experience,
HIGH
customer
appeal
LOW
Internet
effort

5. Online
scheduling
meets all the
important
criteria

6. This is a
Perfectionist Your
customers
have asked
for it

7. Your employees are tired
of making do without it

8. This is a
Perfectionist
Time is Money . . .
Your competitors already offer it

9. This is a
Perfectionist
Time is Money . . .
Isn’t it time
you got it
too?

10. Time is Money . . .
But before you make
phone calls, compile
a list of vendors, and
start signing up for free demos . . .

11. Time is Money . . .
. . . think about these
10 important questions

12. Does the software provide
the functionality you need?
First, the basics:
• Schedules appointments
online
• Provides automatic
appointment reminders
• Easy-to-use interface
• Easy for customers to use
1.

13. Then, specific features:
• Integrates easily with
your other software
• Offers integrated
payment processing
• Supports multi-location
businesses

14. Finally, features to
make your life easier:
• Ability to pull
appointment data
• Easy to download
reports
• Large range of customer
service options

15. The ability to configure
the software’s settings
is an important
consideration. Ask each
provider about their
configuration options.
Can it be configured to meet
your specific needs?2.

16. Having quick access
to your provider’s
support team is
paramount to getting
issues and problems
resolved quickly.
What is their customer support like?3.

17. 4.
Ask if their software
requires any
installations,
downloads, or
additional hardware.
Is it really cloud-based?

18. True cloud-based
scheduling software
is accessible from
any computer,
smartphone, or
tablet with an
Internet connection.

19. A reputable SaaS
vendor will offer
new-client coaching to
walk you through the
software’s functionality.
How thorough is their training?5.

20. Find out:
• How long the platform
has been around
• How the software has
changed over the years
• What features have been
created due to customer
demand
• What new features are
in development
How dependable are they?6.

21. Downtime can’t
be avoided. But a
reputable company
knows how to keep
it to a minimum.
What’s their average downtime?7.

22. Get references and
testimonials from
your peers or
competitors. Ask
about both the
product, and the
service.
What do their other clients think?8.

23. Inquire about the
provider’s standard
security practices,
server database, data
storage/backup
procedures, and
processes related to
failover and federal
regulations, if applicable.
Will my data be secure?9.

24. The cost of online
scheduling software
can vary as widely as
the features and
functionality offered
by each provider.
What’s the cost?10.

25. You know the saying:
You get what you pay for

26. Review • Functionality
• Configuration
• Customer support
• Cloud-based
• Training
• Dependability
• Downtime
• References
• Data security
• Cost

27. Need additional information?
800.988.0061

28. For more information
Contact The Online Scheduling Software Experts™
Call: 800.988.0061
Visit: AppointmentPlus.com