Appointment Management

The Evo360 ERP Appointment Manager is a versatile appointment scheduling module seamlessly integrated into Evo360 ERP. Designed for any appointment type, it enables businesses to manage bookings, staff assignments, and scheduling across multiple platforms with ease. External forms can also be integrated to capture appointments from various websites.

• Comprehensive Appointment Management – Schedule appointments with subjects, descriptions, dates, and times effortlessly.
•  Multi-Platform Calendar Sync – Direct integration with Google Calendar and Outlook Calendar allows users to create, update, and delete appointments from within the ERP system.
• Flexible Attendee Options – Add internal staff, external contacts, or leads as attendees.
• Automated Notifications – Supports Email and SMS notifications for confirmations, approvals, cancellations, and completions.
• Callback Request Feature – Clients can request callbacks, perfect for international clientele, while admins or assigned staff can manage and take notes on these requests.
• Custom Fields & Tracking – Starting from version 1.1.4, it supports custom fields, email tracking, live notifications, and feedback collection for improved engagement.

With a user-friendly interface and powerful automation, Evo360 ERP’s Appointment Manager helps businesses optimize their scheduling process, enhance customer interactions, and improve overall efficiency.