In the hospitality industry, creating an appointment chart is essential to ensure that customers are served. Keep track of the schedules of customers who wish to make appointments and share them with other employees to avoid scheduling conflicts.
However, many people may be concerned that customer management has become complicated because they do not know how to create an easy-to-use appointment list and forms.
In this issue, we will focus on 7 templates and forms that we recommend for creating an appointment chart for below people.
- “I want a reservation list template that suits my company.”
- “I want to improve the current situation where management is complicated by using a paper reservation list.”
- “We are looking for a tool that makes customer management without burden.”
If you are looking for a tool to make customer management stress-free, this article will help you find a template that fits your company’s needs and make it easier to create a reservation list.
Contents
- 1 4 free templates to create an appointment booking list
- 2 3 form builder for create appointment template easily
- 3 What are the demerits of managing a reservation or appointment list on paper?
- 4 IT tool for creating and managing appointment lists
- 5 Summary of 7 best free templates and form builders for creating an appointment list
4 free templates to create an appointment booking list
Here are 4 free templates we recommend for creating an appointment chart. Select the template that best suits the way you operate your company.
Reservation calendar and appointment template by Spreadsheetpage
This is a multifunctional template reservation list provided by Spreadsheetpage.
The download file includes various template for each scene, and you can use this template if you need to manage reservation. However, as these template has many page for managing information, and it causes the slow.
The template for managing daily appointment by Vertex42
This is a template for an daily appointment list that can manage appointment by 30 minutes provided by Vertex42.
It has the feature that status of appointment are displayed by each color, allows you to grasp the progress regarding your tasks at a glance.
Facility reservation template by Template.net
This is a reservation list template for rental facilities provided by Template.net.
Since the almost items of this template are designed to just check off a number or a checklist, it saves time to input man-hours.
Appointment by booking template by Type Calendar
This is a template for appointments displayed like calendar provided by Type Calender.
Although you should edit the style of template by each month, it is the merit that the monthly appointments will be shown easy to read.
3 form builder for create appointment template easily
This section introduces some form builders to create the entry form easily. If you optimize the form to book or to make an appointment, it contributes managing information.
Jotform
Jotform is the form builder to create the form you want, as you can use the template for easy to creation.
If you consider to continue use free plan, be careful that you can create the form up to 5. Especially since there are over 700 templates related to appointments alone, you will not face the situation that you cannot find the suit form.
123Formbuilder
123Formbuilder is one of the form builder that you can try it free.
Once you have registered it even if free trial, the editor that you can use after registration helps enhancing productivity.
Forms.app
Forms.app is the easy to use by intuitive operation to edit the templates.
They provides us the contents to create the form such as how to manage appointment form, the items you should include it and so on. (You should register for free trial to use their templates.)
What are the demerits of managing a reservation or appointment list on paper?
Here are two demerits of managing reservation or appointment sheets on paper. Companies that are successful in smooth customer management utilize IT tools for the following reasons.
Human error is more likely to occur
Paper-based appointment bookings can lead to frequent human error.
If you use a paper appointment book, you have to manually write in each appointment. However, when busy with work, the writing process can be forgotten, and writing and reading errors can occur.
In addition, the bulky paper records not only increase storage space, but also bury old reservations because past information cannot be checked without going back in time. Therefore, there is a great risk of errors such as omitted or double responses to customers.
Difficulty in sharing information regarding reservation
Paper reservation sheets also have the demerit of being difficult to share among employees.
Each time a new reservation is made, changed, or cancelled, it must be written in the reservation book. However, if the appointment which is already book is to be accessible at all times, a paper must be carried around, and there is possibility of leakage.
The only way to ensure that other employees can access the appointment information as needed is to keep the paper appointment chart in the office. Thus, you cannot keep track of appointments outside the office.
IT tool for creating and managing appointment lists
Below is best IT tool that can help you create and manage your appointment bookings.
Although paper reservation sheets are intuitive, they are cumbersome to manage and can lead to operational errors such as missed reservations and double responses. Therefore, it is important to use IT tools to share information so that teams can reliably manage customers.
However, a multifunctional tool with excellent customer analysis functions will leave members with low IT literacy unable to use it. Therefore, to manage the reservation list with the team, “an information sharing tool that has not excessive functions for reservation management” should be utilized.
In conclusion, an information sharing tool that can easily manage information related to reservations for anyone in a non-IT company: Stock is the only choice.
It is easy to share with any member of the team while keeping a reservation list and customer information in a “Note” in Stock. In addition, “Task” tied to the notes allow you to manage progress by customer, so topics do not get mixed up.
The simplest tool to stock information "Stock"
https://www.stock-app.info/en/
Stock is the simplest tool to stock information. Stock solves the problem, "there is no easy way to stock information within the company".
With Stock, anyone can easily store all kinds of information, including text information such as requirements, images, and files, using the Note feature.
In addition, by using the "Task" and "Message" functions, you can communicate with each topic described in the Note, so that information is not dispersed here and there and work can always be carried out in an organized manner.
＜Why do we recommend Stock?＞
- A tool for companies that are not familiar with ITYou don't need to have any IT expertise to get started.
- Simple and usable by anyoneStock is so simple that anyone can use it without any unnecessary features.
- Amazingly easy information storing and task managementIt is amazingly easy to store information such as shared information within a company, and intuitive task management is also possible.
＜Stock's pricing＞
- Free plan ：Free
- Business plan ：$5 / User / Month
- Enterprise plan ：$10 / User / Month
Summary of 7 best free templates and form builders for creating an appointment list
We have focused on four free templates that we recommend for creating a reservation or appointment list.
While appointment list templates allow you to quickly find the right appointment list for your company, a paper list has a high risk of causing administrative errors and is likely to be cumbersome to manage. Therefore, use IT tools to manage customers efficiently with your team.
On the other hand, using a multifunctional customer management tool requires a high level of IT literacy, which in turn makes management more difficult. Therefore, “information sharing tools that allow simple management of reservation information” should be used.
In conclusion, an information sharing tool with simple functions of “Note”, “Messages”, and “Tasks”: Stock is a must.
Free registration takes only a minute, so using Stock and realize efficient reservation management with your team.
