Appointment Advisor

Appointment Advisor Scheduling software for small business organized by client and appointment
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Appointment Advisor Ranking & Summary

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  • Rating:
  • License:
  • Commercial
  • Price:
  • $59.00
  • Publisher Name:
  • Coon Creek Software
  • Publisher web site:
  • Operating Systems:
  • Windows Vista Windows XP Windows 2003 Windows 2000
  • File Size:
  • 14.7M

Appointment Advisor Tags


Appointment Advisor Description

Scheduling software for small business organized by client and appointment Appointment Advisor is a easy to use tool for tracking and managing your business appointments. It's organized around your clients and resources such as personnel, crews, equipment or space assignments. With Appointment Advisor you'll be able to easily keep track of all your business meetings and optimize your work schedule. A schedule consists of client and one or more appointments per client. You can keep track of different resources assigned to appointments. All schedule data is kept in a built-in database with automatic saving of data. The schedule display is an easy to understand Gantt chart. Schedules can be viewed on screen or printed in one of three formats. Notes of unlimited length can be kept for each appointment. Client and appointments and resources can be directly entered into Appointment Advisor. In addition, clients, appointments and employee lists can be imported from QuickBooks. Clients and appointments can be exported to QuickBooks as well. Numerous querying and sort options allow viewing and printing schedules to suit varied requirements. This is the real power of Appointment Advisor. When you have many appointments by different people in your business, Appointment Advisor provides an easy way to find who is doing what and when and for who. Your working day, week and holidays can be entered into the Appointment Advisor database and is automatically reflected in your work schedules. Or Appointment Advisor can be setup for 24/7 scheduling. You can setup a common work schedule for all your resources (i.e. employees, crews, equipment, space utilization) or an individual work schedule for each resource. Appointment Advisor requires a minimum screen resolution of 800 x 600 pixels. However, you can utilize larger screens to increase row widths or add rows by either clicking the the Maximize button on the upper right screen corner or by dragging any screen corner left, right or up or down. Appointment Advisor features a built in backup and restore utility. This provides protection against data loss plus it features a Smart restore function which synchronizes multiple Appointment Advisor copies. In other words, you may have two or more persons in your company using Appointment Advisor on separate computers. The Smart restore utility makes it possible for each Appointment Advisor to have access to your company's Appointment Advisor database simply by backing up each copy of the database and restoring/updating to other computers. You can also network multiple computers with Appointment Advisor installed and share a common database with simultaneous multiple user access. Main features of Appointment Advisor: Contains a database of your clients, appointments and resources. One work calendar for all resources or individual work calendars. Re-occurring appointment setup. Interruptible scheduling. Sort by description, start / end date, length, and client. Customizable appointment status. Works with 2004 and later US / Canadian Pro, Premier and Enterprise editions of QuickBooks. Schedules and reports may be e-mailed directly from Appointment Advisor. Imports QuickBooks customers, jobs, employees and custom fields. Exports schedules and costs to QuickBooks. Customizable fields for clients, appointments and resources. Tracks total labor cost per appointment. Re-usable appointments. Unlimited note files on appointments and clients. Keeps client photos. Built-in Backup / Smart Restore will synchronize databases from multiple computers. Four different printed reports available. Print preview on all reports. Context-sensitive help. Network and multi-user capable with read-only option and password protection. Unlimited database size support. United States and international paper size support. Limitations of Appointment Advisor: 30 days trial nag screen. What's New in This Release: Add automatic backup feature.


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