Features
Octomize General Features
Self-service scheduling 24x7
Browser-based for no software downloads necessary (accounts upgraded instantly)
All company information recorded in database for future reference (employee info, customer info, etc)
Octomize Scheduler works across all popular browsers
Multiple time zone location support
Online support via live chat or forums
Automatic re-subscription or easy cancellation options
Satisfaction guaranteed or full purchase amount refunded
Account Preferences and Settings
Easy to understand and thorough account setup wizard
Highly customizable modules (so that you can run your business the way you want to)
System Administration with privilege settings (I.E. manager vs. regular employee)
Dashboard provides details on upcoming appointments, sales reports, and many more
Unlimited number of businesses under the same account
Option to mandate a certain amount of hours buffer time for when appointments are accepted in relation to the current time (so that the service provider has time to prepare for appointments)
Add images to your site by uploading or selecting from our free library
Set holidays for lesser work hours or days off for specific employees or entire business
Business calendar for viewing all appointments of the business
Calendar with day, week, month view
Simple to create, edit, and delete appointments
Payment Processing Options
Specify accepted payment methods
Supports payment with PayPal
Verification of credit card information immediately on the spot
Sale and transaction records
Option to mandate payment on appointment creation, or at actual appointment
Customer Management and Features
Capability to send emails to single or groups of customers
Email and text message reminders for appointments
Special message to service provider on appointment creation
Option for specific questions for each new customer or on appointment scheduling (such as for a doctor asking about a person's previous health care, current symptoms, possible issues with medicine)
Option to offer waitlist for customers
Select service provider by reading employee biography link and viewing photo
Store customer profiles and information, including notes from previous purchases
One-click mapping of location of appointment
Attach relevant files (images, pdfs, docs etc) to emails to clients
Service area radius overlay map to see supported locations
Can submit comments about quality of service
Employee Management and Features
Work Schedule setting manipulation (for separate employees, or for certain days of the week or times of the year)
Module for printing out work schedules and appointments (supports time zones and simultaneous appointments)
Supports employees that do not work locally
Manage employees that provide various services
Built-in function to deal with appointments of employees who call in sick or with emergencies
Set private time that will be blocked out on calendar viewed by customers
One-click link to map of location for traveling service providers
Appointment notifications and confirmations via email or text message
Each employee has a separate calendar to view upcoming appointments
Automatic distance checker to ensure entered address is not outside maximum traveling distance
Tabs for each employee calendar to view all upcoming appointments
View quick overview of upcoming appointments, cancellations, and no-shows
Appointment Scheduling
Database-driven appointment book (so you can't overbook or give conflicting appointments)
Visually appealing and newcomer-friendly module for appointment search and selection
Built-in cancellation, reschedule function with automatic email to involved parties
Easy method for integrating current appointments with Octomize Calendar
Option for setting break time in-between appointments
All staff and their schedules for the day providing the requested service appear on the appointment selection page
Specify location of appointment (at office or at customer's location)
Built-in distance checker to ensure requested meet place is within specified miles
Ability to schedule recurring or concurrent appointments
Setting to offer package services or products at reduced price
Schedule both individual appointments and group events
Provide services with varying time length and various business locations
Deadlines for appointment reservation, cancellation, rescheduling
Entire appointment module housed on your website (instead of a button that takes your customers away from your website)
Specify length of time into future to accept appointments
Capability to make multiple appointments at the same time
Walk-in appointment scheduling on the spot
Place Octomize scheduling module onto your website free of branding
Limit available time shown on scheduling page
Can schedule and edit appointments manually for walk-ins or phone-ins
Free Website Creation
Website creation and hosting (display your products, services, contact info, scheduler, etc)
Easy website setup steps allow you to create a personalized website in less than 5 minutes
Various colorful templates to select from
Library of thousands of high quality images purchased for you to browse and use
Select a tag line, write a business description
Select a website URL from a suggestion list or one of your own
Place your logo on newly created website
Synchronization
Synchronized with Microsoft Outlook
SMS Text messaging
View your calendar from your cellular phone
Add appointment to calendar functions: Yahoo, Google, Outlook
Marketing
Refer a friend link in emails to customers
Limited time offers or sales on services or products
E-commerce
Tools for both service providing and product selling
Separate description and details for each product or service
Options for pricing changes - set price, sale price, limited time offers
Display services and products in a specific order
Descriptions for services and products in multiple languages
Control shipping methods for products sold online
Control shipping cost per item or per package
Specify sales tax rate on applicable items
Add images of products or services
Capability to order products and make appointments in the same shopping cart
Security
Every employee with a separate password that can be controlled by the manager
Database is hosted by ThePlanet, a multi-award winning hosting service
Database is backed up on a daily basis
SSL Certificate: Encryption and Authentication - done by DigiCert
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©2010 Octomize, Inc. |
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