How to Manage Appointments for Your Business

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:

  1. Keep descriptions clear – Clearly state your services and pricing.

  2. Use images – Add photos to showcase your business.

  3. Enable easy payments – If applicable, allow clients to pay online.

  4. Provide expectations – Inform clients about what to expect before their appointment.

  5. 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:

  1. Log into your Savvy dashboard.

  2. Navigate to Manage Site.

  3. Click Add a Button and select Schedule an Appointment.

  4. Paste the booking link from your scheduling platform.

  5. 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.