Appointments and Customer Comments | Windward Customer Overview

Detailed Customer History • Sales Leads and Prospecting Info • Appointments • Collection Calls
We know that no two businesses are exactly alike, and no two businesses handle appointment scheduling exactly the same, so we've designed our online appointment scheduler to be very flexible. Think of it as your businesses appointment book!

There are numerous benefits of improving your appointment scheduling process. Many of these benefits lead to more profitable operations for your company. Here are a few of the benefits that System Five brings to your business.

Increased Staff Efficiency

Whether you schedule manually in a book or with another scheduling program, your staff probably spends too much time on appointment tasks. System Five was designed to be as quick and easy as a scheduling book while giving you the advantages of a computer program. System Five helps automate many time consuming scheduling tasks and helps you reduce bottlenecks at your front desk freeing your staff for other activities.

Improved Customer Satisfaction

Appointment scheduling is often your first interaction with a client. System Five helps you make a good first impression by quickly finding open appointments with all of the necessary resources. System Five helps you eliminate scheduling errors and helps assure that your appointments go more smoothly during the day.

Tracking of Vital Statistics

It is hard to manage what you cannot track effectively. That is why System Five has several standard reports that will help you manage your business like never before. System Five helps you track cancellations and no-shows, referral patterns, authorized visits, resource productivity, and much more. This additional data will enable you to make more informed decisions regarding your business practices.

Windward System Five will let you add an unlimited number of comments for each customer, sorted by dated entered. In addition, these comments can be set as appointments and tied to the appointment scheduler so that you will be reminded in the future. Each comment/appointment can include the date of entry, clerk number, appointment date, start time, end time, contact name, subject matter and up to 200 lines of detailed information.

These comments have several uses, such as keeping track of sales leads and prospects, customers looking for certain goods, or collection calls when you are trying to get the customers to pay their bills. By entering a comment into the system, that information can be shared with others in the business so that everyone will know the correct status of the customer.

When dealing with collection calls, you can easily keep track of their excuses and when they promise to pay, and then follow up on those details and remind the customer about what they said last time. It's very effective.