Selecting the best appointment booking software for you

Let’s be honest there is an absolute plethora of options of appointment booking softwares out there. In fact it is a problem of plenty. Considering many of the users are not technologically inclined – how do they even go about selecting a solution that meets requirements?

Calendly.com, Bookings.com, SimplyBookMe.com, etc are some of the leading appointment booking solutions. Ultimately, the decision to select a particular product depends on the use case.

Identifying use cases for appointment booking would result in the classification of user types as:

Independent service providers Small businesses Enterprise
One person 2-20 users 20 + users
Independent doctors Speciality firms NGOs
Coaches & trainers Boutique consulting firms Large firms
Freelancers Barber shops Hospital chains
Designers Photo/Design studios Conglomerates
Gig workers Healthcare clinics Governments
IT Consultants Marketing & Design agencies
Tradesmen Interior & Fashion design houses

Currently, solutions are designed keeping in mind the needs of corporate and SME users or in some large cases based on the industry. Doing this ensures consistent and larger revenues for the software developer and helps ensure innovation through sustainability. Nevertheless, the needs of different user groups are different and as such the Cost/Value proposition is also unique to the classification or industry type.

Feature requirements

Now that you have identified which of the above classifications you belong to, it is crucial that you define your intent of using an appointment booking solution.

  • Service oriented business
    • Refers primarily to independent service providers and SMEs, where the intent is to gain revenue.
  • Customer driven (Support/Engagement)
    • Primarily about customer engagement and end user driven

Once you have classified your intent, you can easily sort through the functionalities required in the solution of your choice.

Feature Service Oriented Customer Support/Engagement
Appointment bookings Must have Must have
Refers to the ability to list services and availability, so that the end customer can make a booking request accordingly. Requires confirmations process Auto bookings
Modern user experience Must have Could have
Refers to the importance of the overall process of booking experienced by the end customer. A smooth experience ensures a sale The end customer is already onboard, so UI/UX is not a key requisite
Payments Must have Could have
Ability to receive online payments for services provided. A stable payments platform is a necessity, as this is a primary source of income
Integrations Must have Could have
Ability to interact with other apps/solutions like Google, Apple, Zoho, Zapier, etc Chances are you use a bundle of apps to run your business. As such it is critical to have a solution that integrates into other services. If needed, integration is paid for and done.
Analytics Must have Must have
Highlights earnings, no of bookings per month, info on missed bookings, etc Required in-order to gauge what works and what doesn’t. Core requirement to gauge performance
CRM Solution Good to have Must have
Customer management, relationship details, etc Maintaining records Booking services are generally tightly integrated to ensure a seamless experience.
Notifications Must have Good to have
In built mechanism to send reminders for meetings/actions Must need, serves as a reminder mechanism Customized based on type of engagement with the end customer.

Having identified the feature set you can do rough analysis based on value for money and feature-set availability assessments. Some of the other resources you can utilize to select the best booking solution for your website are as below:

Comparison tools

  1. Capterra – https://www.capterra.com/appointment-scheduling-software/
  2. G2 – https://www.g2.com/categories/online-appointment-scheduling

Articles on ranking, solution selection:

  1. Which is the best appointment scheduling software?
  2. The best appointment scheduling and booking software in 2021
  3. 9 Top Appointment Booking Tools for Businesses

About Latom

Latom.in is an all in one software solution for freelancers, counsellors, therapists, barbers, salons, consultants, doctors or gig workers. It provides for calendar and booking management, Client Management (CRM), and a platform to build your own consulting/services marketplace. We offer a web and android based solution. To know more please book a demo here.

Featured image attribution: Calendar vector created by pikisuperstar – www.freepik.com