Managing appointments efficiently is crucial for running a successful business. With the right scheduling tool, you can reduce no-shows, streamline bookings, and ensure a seamless experience for your clients.
This guide will walk you through selecting a scheduling platform, setting up an appointment page, and integrating it with your Savvy site.
Step 1: Choose the Right Scheduling Platform
Selecting the right scheduling tool depends on your business needs. Here are some popular options available in South Africa:
Platform | Cost | Key Benefits |
---|---|---|
Calendly | Free Basic version, Premium plans: $8 - $16 (R150 - R300) | Syncs with calendar apps, easy scheduling link sharing |
Google Appointment Scheduling | Free trial, then requires Google Workspace: $5.40 - $18 (R101 - R338) | Seamless integration with Google services |
Acuity Scheduling | Free trial, then $16 - $49 (R300 - R920) | Accept payments through Stripe, Square, PayPal |
Setmore | Free basic plan, Premium: $5/user (R93) | Accept payments even on free plan |
Doodle | Free basic plan, Premium: $6.95 - $8.95/user (R130 - R168) | Best for scheduling group meetings |
Each platform has its advantages. Consider your needs—whether it’s payment integration, automated reminders, or ease of use—before making a decision.
Step 2: Create a Professional Appointment Page
Once you’ve chosen a platform, set up an appointment page that makes booking easy and professional.
Steps to create a great appointment page:
-
Keep descriptions clear – Clearly state your services and pricing.
-
Use images – Add photos to showcase your business.
-
Enable easy payments – If applicable, allow clients to pay online.
-
Provide expectations – Inform clients about what to expect before their appointment.
-
Optimise for mobile – Ensure the page looks good on smartphones.
Step 3: Set Up Terms & Conditions
Transparent policies prevent misunderstandings. Clearly state:
-
Cancellation policies – Outline how far in advance cancellations are allowed.
-
Refund policy – Specify whether refunds are available for missed appointments.
-
Rescheduling rules – Define how clients can reschedule.
-
Discounts & vouchers – Include conditions for promotional offers.
Step 4: Integrate Your Scheduling App with Your Savvy Site
Linking your scheduling platform to your website makes booking seamless for clients.
How to connect your scheduling app to Savvy:
-
Log into your Savvy dashboard.
-
Navigate to Manage Site.
-
Click Add a Button and select Schedule an Appointment.
-
Paste the booking link from your scheduling platform.
-
Save changes.
Now, your clients can book appointments directly from your Savvy site, ensuring a hassle-free process.
Step 5: Promote Your Booking Link
Once your appointment system is live, make sure your clients know about it!
-
Add it to social media bios (e.g., Instagram, Facebook, LinkedIn)
-
Include it in email signatures
-
Display it on your website prominently
-
Share it in newsletters or WhatsApp messages
Using a scheduling app can save time, reduce missed appointments, and provide a better client experience. When paired with Savvy, your booking process becomes even more streamlined.