Business Appointment Manager 1.0

Business Appointment Manager 1.0 offers an effective tool which helps you to solve all kinds of resource and appointment scheduling challenges faced by appointment-based businesses. BAM is flexible, and meets all your needs for appointment scheduling, billing, managing customers, tracking tasks, and so much more as your business grows and changes.

Appointment Scheduling: Manage schedules for a virtually unlimited number of people, equipment, facility, resources, groups, or any combination. Book complex visits, multi-day, singular, or reoccurring appointments in seconds. Fast, intuitive appointment scheduling reduces no-shows, eliminates conflicts, and boosts staff productivity. See everyone’s appointments side-by-side on one screen, by day, week, or month. Export or print your appointment calendar and reports in various formats.

Billing and Business Management: Bill staff hours, flat fees, resources, inventory, third-party services, travel—anything. Easily generate customer statements detailing invoices, payments, credits, and aging balances. BAM speeds up order processing, tracks histories, and identifies top producers and customers. If you sell products or materials with your services, BAM inventory system tracks stock items and automatically updates on-hand quantities when you create invoices.

Customer Relationship Management: Increase revenue by thoroughly managing your business relationships. Link, track and report on prospects’ and customers’ communications. Instantly see details of past and future appointments, services, purchases, and communications records.

Reporting Power and Ease: Lists and Reports are available in every BAM functional area.

Sort, filter, list, and report your company data hundreds of ways. Track payments, outcomes, cancels/no-shows, referrals and other key aspects of your business. Merge data directly from reports to print labels or send form letters to customers. Export data to Google® Calendar, Microsoft Office® and Office Accounting.

Major Features:

1. Visual, multi-column appointment book screen
   • See, manage and schedule everyone’s appointments on one screen, side-by-side!
   • Know who’s where, doing what, when, for how long — and tying up what resources
   • Foresee and resolve appointment scheduling conflicts — end double-bookings
   • Block out meetings, vacations and unavailable resources
   • Update appointment scheduling status as things change
   • Set up Tentative Appointments — Business Appointment Manager will find the next availability
   • Set appointments to recur Daily, Weekly, Monthly, Yearly, or on sporadic days/dates.
   • Work in the “drop-ins” — Drop out the “no-shows”!
   • Set flexible Reminders and customer-specific Alerts
   • Add 25 Appointment fields that you name and format
   • Effortlessly drag and drop Appointments from one day to another or move them weeks or months in seconds
2. Flexible employee scheduling
   • Manage and book Providers or teams and resources
   • Bundle many Providers, resources, services, and attendees into one appointment
   • Rearrange, Sort, filter, list, format and report your appointments hundreds of ways—in seconds
   • Format Calendar in daily, weekly or monthly layouts
   • Attach Alerts about Customer preferences and quirks
   • Set Calendar’s scheduling intervals
   • Set color-coded labels to categorize appointments
   • Create Tabs to filter appointments—by provider, team, specialty, resources, pay grade—you choose it!
   • Add and format 25 Customizable fields in Appointment Forms to company needs
   • Pre-set Provider work hours and individual holidays to avoid conflicts
   • Import existing contacts from everyone’s Microsoft Outlook
3. Getting and keeping customers
   • Follow customers from first contact to close of sale
   • Instantly see details of past and future appointments, services, purchases, and communications records
   • Follow customer needs from conception through collection
   • Know when staff has down time. Fill it with cold calls.
   • Click on a BAM phone or fax number and your modem autodials it
   • Faster calling, no misdials—and a clear call record in BAM’s database.
   • Trigger your e-mails from BAM—get a complete, reportable communication trail
   • Create, reuse and adapt letter templates to speed daily correspondence and e-mails
   • Import contacts from Outlook
   • Add and format 25 user-definable fields—text, numbers, dates, checkboxes—in Contact and Customer Forms
4. Sell, invoice for, track, and report stock levels
   • Include stock or non-inventory items in appointments
   • Invoice for inventory and non-inventory items
   • View real-time inventory status such as quantity on hand, on order, and more
   • Get easy stock reports to see what’s low
   • Know inventory levels, set reorder points
   • Order stock and enter deliveries into BAM with just a few clicks
5. Reporting power and ease
   • Report on any appointment, Provider, Customer, Resource, Inventory item, or account
   • Track payments, outcomes, cancels/no-shows, referrals and other key aspects practice management
   • Set date ranges, sort, filter, list, and report your company data hundreds of ways
   • Customize lists and reports to display, sort, filter, group and export fields, even Customizable Fields you’ve created and formatted
   • Save (memorize) and reuse report templates you have tailored
   • Drill-down links in actual reports, show you details on staff, customers, appointments, invoices, et al.
   • Print and export reports in various formats, depending on who needs what
   • Mail merge directly from from reports to print labels or send form letters to customers
6. Fast, easy, thorough!
   • In BAM, everything is context-sensitive: Help screens, right-click menus, and Toolbars change to include what you need and omit the irrelevant.
   • Windows’ and Microsoft Office “look and feel” speeds up learning and doing every task
   • Extensive context-sensitive right-click mouse options speed frequent tasks
   • Standard Microsoft Windows user-interface: Drag and drop, right click menus, keyboard shortcuts, function Tabs on left, your appointment-sorting Tabs on right
   • Each function is a full-featured, robust business application
   • Integration among functions is seamless and imperceptible because all share a common Microsoft SQL Server database
   • No more double- or triple-entering the same information as in older programs.
   • BAM technology auto-dials—and then logs—outbound calls, e-mails, and tracks documents in and out from BAM
   • 25 Customizable Fields can require standard formats for Social Security and numeric fields
7. Cut hours and minutes off everyone’s “busywork”
   • Right-click on appointments to bring up a context menu with actions as Edit, Delete, Mark Complete, Mark No-Show, Break, Invoice for services, or Show Customer Record.
   • Auto-populate Appointment Forms with Customer contact data
   • Create multiple appointment views to filter—by provider, team, specialty, resources, pay grade—you name it!
   • Providers use BAM’s time clock to log calls, appointment and task durations
   • Set appointment scheduling intervals; work hours and holidays
   • Set color-coded labels to categorize appointments and see patterns
   • Sort, filter, list, format and report your appointments in hundreds of ways
   • Find any appointment in seconds by Provider, Customer, Status, Resources, Phone Number and other fields
   • Export and print appointment reports in PDFs, Excel, Word
8. Invoicing
   • Auto-calculate and insert individual staff rates and totals
   • Auto-sum appointment durations, services, and time-clock tasks
   • Show line items for inventory, non-inventory, taxes, even mileage and third-party services and goods
   • Choose from five ready made Invoice Templates or adapt Invoice forms to your needs
   • E-mail invoices in PDF or other formats
   • Know status of every invoice
   • Extensive sales-tax management tools for multiple zones and tax authorities
   • Create and auto-calculate discounts for frequent customers, big account customers, etc.
9. Collections and revenue
   • Generate customer statements detailing invoices, payments, credits, and aging balances
   • Auto-dial and log collection calls and emails—and track each one
   • Assess finance charges on overdue invoices
   • See and report company receipts, overall health and details
   • Project income using periods and filters you specify
   • See trends in the company, in individual Providers or specific Customers
   • Export detailed financial data to Microsoft Small Business Accounting-no double entry
10. Built with the latest technologies
    • BAM is developed in C# to run on top of the advanced Microsoft .NET 2.0 framework for faster task execution, installations and deployments
    • Your BAM data resides in a secure, scalable Microsoft SQL Server 2005 database for more bullet-proof reliability.
    • BAM SQL Server database supports virtually Unlimited Providers, Resources, Contacts, Customers, Appointments, Tasks, Invoices, Communications Records and billing transactions
    • Multi-user support - with sufficient hardware, thousands of concurrent users can be supported
    • Remote employees and distant offices can open BAM database over Virtual Private Networks (VPN) using a broadband Internet connection.
    • Integration with other Microsoft Office programs helps streamline time-consuming and repetitive tasks.

Requirements:

1. Computer/processor :
   •  PC with Pentium III 800 MHz
     
   • faster processor
2. Memory (RAM) : 512 MB or more of RAM highly recommended
3. Hard disk :
   
   • Hard disk usage will vary depending on the number of appointments, customers, and other records.
     
   • 80 MB of available hard-disk space is required for installation.
     
   • A 20 GB hard disk is recommended.
4. Display :
   
   • Super VGA (1,024x768)
     
   • Higher-resolution video adapter and monitor.
5. Drive : A writable CD/DVD drive is recommended for database backup.
6. Other devices :
   
   • Microsoft Mouse
   • Compatible pointing device.
7. Operating System :
   •  Windows XP with Service Pack 2 or later (Windows XP Pro is required to host the database in a multi-user networked environment),
   •  Windows Vista (all editions)
   • Windows Server 2003 Service Pack 1 or later
   •  Windows Small Business Server 2003 with Service Pack 1 or later.

WareSeeker Editor