Yocale

A booking widget clients can shape to their needs

Yocale is business management and client scheduling software for service providers who take appointments. Scheduling, payments and client records sit in one system, and the company describes it as a platform for scheduling, payments, business management and client care. Through the online booking widget, clients look for a slot by availability, by service, by provider or by place, in several languages. The widget takes into account each staff member's availability and resources.

Rules that control who books and when

A business can accept instant bookings or require appointment requests that it approves first. It can restrict online booking to certain time periods or providers, require minimum notice for booking or cancelling, and decide whether everyone, only existing clients or specific clients may book. Individual clients can be blocked. Widget alerts for holidays and promotions need no coding. Each location can have its own services and language.

Client portal and public profiles

Clients can see upcoming appointments, reschedule or cancel, view past invoices and write reviews through a personal portal. SEO-optimised public profile pages exist for each provider, location and service, and bookings can also come in from Google Search, Google Maps and the company's own marketplace.

Forms that fill in before the visit

A drag-and-drop form builder creates digital forms linked to the booking process. Smart form rules send particular forms for particular services, and the answers are saved automatically to the client's record, which cuts paperwork.

Running the business behind the calendar

Calendars can be central or set up for each staff member. Reports and an automated commissions calculator support management, a point of sale handles payments, and rebooking reminders, recurring appointments and waitlists help fill the book. HIPAA-compliant video conferencing supports virtual appointments.

Industries

The vendor groups its customers into salons and other beauty businesses, medical and wellness practices, car repair and detailing centers, retail boutiques, and professional offices such as law firms and notaries.