Appointment Booking System Checklist
📅 Appointment Booking System Checklist
🛠️ Initial Setup
Define available services
Set working hours and time slots
Enable client self-booking option
Configure user roles (admin/staff)
🔗 Integration
Integrate with Google Calendar/Outlook
Embed booking widget on website
Enable payment gateway (Stripe/PayPal)
Connect with CRM or email tools
🔄 Automations
Auto-confirm appointments
Set appointment buffers and limits
Sync calendar in real time
Assign appointments to team members
📧 Notifications
Send booking confirmations
Enable reminders via SMS/email
Notify staff of new bookings
Follow up after appointment
📊 Reporting & Feedback
Track appointment volume and status
Generate revenue reports
Collect client feedback & ratings
Export booking data (CSV/PDF)
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📤 Export to PDF