Product Overview of Schedulicity
Schedulicity is a comprehensive online scheduling and booking software designed to help small to medium-sized service-based businesses manage their appointments, classes, workshops, and other daily services efficiently.
What Schedulicity Does
Schedulicity serves as an all-in-one platform for businesses to schedule appointments, manage client bookings, process payments, and optimize their operational workflows. It is particularly useful for industries such as salons, spas, health and wellness, education, and more, allowing businesses to stay organized and enhance customer engagement.
Key Features and Functionality
Appointment and Class Scheduling
- Schedulicity enables businesses to manage appointments and classes through a color-coordinated calendar. Clients can view availability and book or reschedule appointments themselves.
- The platform supports scheduling multiple services or providers at once and allows for auto-rescheduling and recurring appointment tools.
Calendar Management
- Businesses can customize their schedules based on service durations, add cleanup time, and set personal time off to avoid bookings outside business hours.
- The calendar can be synced with Outlook, Apple calendars, and Google Calendar, ensuring seamless integration across different platforms.
Payment Processing
- Schedulicity includes an integrated payment system, Schedulicity Pay, which allows businesses to collect prepayments or deposits, charge clients in person using card readers, and minimize no-shows with customizable payment policies.
- The system also enables the export of financial reports, making it easier to manage finances.
Client Management
- The platform offers features to manage client profiles, including notes, photos, and preferred pronouns. SOAP notes can be tied to appointments, although this feature is not HIPAA-compliant.
- Businesses can set reliability ratings for clients based on their attendance history, helping to prevent repeated no-shows.
Marketing and Communication Tools
- Schedulicity provides robust email marketing tools with filters to target specific client groups, such as those who have checked into a class. It also includes a Problem Email Addresses Report to manage undeliverable emails.
- The platform supports automated appointment reminders via text and email, as well as confirmation texts that update the calendar once confirmed.
- Businesses can integrate a “Book Now” button on their website, Instagram, or Facebook to facilitate easy scheduling.
Class and Group Scheduling
- Schedulicity allows for the management of multiple providers and locations. It supports waitlists for both group classes and individual appointments, sending notifications when a spot becomes available.
- The platform enables the creation and tracking of package classes, workshops, or services, and allows businesses to require waivers before certain activities.
Reporting and Analytics
- The software offers extensive reporting features, including scheduling reports (e.g., schedule by provider, class attendance), client reports (e.g., new and total client bookings), and payment reports (e.g., auto-billing, sales summary).
Policy Management
- Businesses have full control over their policies, including general policies, appointment policies, email policies, and payment policies. This includes setting up no-show policies, deposit requirements, and refund policies.
Integration and Visibility
- Schedulicity integrates with Google Search & Maps through the Reserve with Google feature, putting the booking link in front of a large audience.
- The “View Listing” feature allows businesses to see their profile from the client’s perspective, ensuring everything is set up correctly.
Overall, Schedulicity is a powerful tool that streamlines scheduling, payment processing, client management, and marketing for service-based businesses, helping them to operate more efficiently and effectively.