Free booking management software

Offering services to your customers means dedicating time and resources to them. A company often has hundreds of customers to serve and, since available time and resources are by nature limited, it becomes essential to optimize them as efficiently as possible.

The classic paper agenda is still useful only in very simple environments where there are often few customers and schedules to manage. In all other situations, a booking management software like Softvision Agenda becomes absolutely essential.

Let’s look at the main aspects of this system and how to take the first steps in using it.
To work with appointment management software, the first thing to understand is that an appointment is nothing more than a service offered to a customer at a specific time.

Offering a service to a customer means, in addition to dedicating time, reserving human resources (staff members) and material resources (rooms, equipment, etc.).

The first step in booking management software is to define the resources available to the company, entering all their characteristics into the system. For example, in a physiotherapy center we would enter all therapy rooms and the equipment used (Tecar, Iontophoresis, etc.).

The next step is to specify which staff members work in the company and what their role is.

Only at this point will it be possible to upload the list of services offered to customers, specifying for each one which resources are used and which staff members are involved.

Naturally, it is crucial to indicate to the system the company’s working hours and any closing periods, so that bookings are allowed only on those days and at those times.

We are finally ready to enter the company’s appointments: simply access the Calendar section and double-click on the time slot where you want to add a new appointment.

In addition to this method, Softvision Agenda offers another way to add appointments: the online booking portal. This is a website that allows a company’s customers to request bookings independently.

We conclude this brief introduction to Softvision Agenda here. For a complete list of features, please click this link.