OpusTime update: Tabs and Icons Galore!

New Appointment Icons

We have expanded our appointment  icon  system on the appointment book to help you be more efficient.

event-note

Appointment Note:  Indicates that there is a note to the appointment such as when someone leaves a note during online booking.

final-notes

File note (Final): Indicates that you have entered a note in the client/patient file and that the note is final.

not-draft

File note (Draft): Indicates that you have entered a note as a draft in the client/patient file

New patient file tabs:

We have completely redesigned the client file page. It now includes tabs to help you rapidly find what you are looking for.
Thank you so much for all of your comments and suggestions. We hope that you enjoy this update as much as we do!

Enjoy this short video.

Use OpusTime is now on your Phone!

OpusTime is now fully responsive! You can use it on your mobile phone just as well as on any device or any browser!

This means you can book appointments, record invoices and payments and even take file notes just as easily on your mobile than you can on a tablet or a PC.

Run your business with your phone!

phone-hand

Improved flow for booking and followups

New buttons on invoice summary page.

The invoice summary page now contains to buttons. Book Appointment and Add Follow Up.

We hope you use this and take your customer retention to an entire new level!

Other improvements

 

  • The patient list now displays the reference number
  • The online booking sequence has been changed. People select professionals first then appointment types. This makes the booking process muche simpler in the context of a business with a large number of professionals
  • Account statements now display charges in chronological order instead of in invoice number order. (Shout out to Heather for reporting this one!)
  • Rescheduling an appointment to a different location is now possible.
  • Speed improvements.
  • Multilingual corrections for invoices and automated communications.
  • Various bug fixes and display improvements.

How To Choose An Optimal Client Management Software

As your business grows, staying on the top of projects becomes quite challenging. Besides, the tasks start growing and become complex, your staff grows and diversifies, and you get multiple projects in your bucket. But, this also makes it tough for you to make your hard-won clients experience professional engagement. When tasks in hand grow, it becomes difficult to deal with clients confidently as all the employees need to have a clear idea about what’s your business up to, so that they can answer client queries and satisfy them.

What to do? Well, just get an optimal client management software like OpusTime. It lets you share everything, set tasks and manage time efficiently. Baffled about how to choose the right client management software amid the huge numbers of software flooding the market? Don’t be. We are here with some tips to help you make the right choice:

  • Virtual Client Handling: Choose a client management software that relieves you from all kinds of  client handling tasks. OpusTime is an ultra modern client management software you can rely on for virtual client management. When you have such a software with you, you can give more time to your core tasks, making your business more productive, and can also give your customers best service experience.
  • Seamless Appointments: Choose a software that makes booking appointments super easy for your prospect customers. It should be an appointment scheduler that lets your customers book appointments with immense ease. It must possess an amazing interface, packed with flexible calendars among other facilities so that you don’t need to remember appointments.
  • No More Billing Woes: The client management software that you choose for your business must take away all your responsibilities, and should manage everything from invoice management to payment records. It should track expenses instantly with utmost clarity, just like OpusTime.
  • Secured Docs: Safety of client documents is of utmost importance. To make sure your clients’ docs, file notes and all other information that you take from them is safe, pick a software like OpusTime which prioritizes the safety of client documents.
  • Optimal Communication: Communication is the oxygen that every business requires to stay alive in the market. Thus, pick a client management software that offers automated and barrier-free communication.

Your search for a client management software must end at a software like OpusTime, which offers you all the above mentioned features to robust your business growth.