Task and Appointment Management
The Task and Appointment Management module provides the ability to send reminders based on tasks and appointments set up in CoreTalk, Outlook or similar applications.
The CoreTalk calendar can be used to schedule appointments, invite attendees via sms and send reminders. The tasks manager allows for the scheduling and management of work related errands. Tasks can be for your own or assigned to others. Deadlines can be set and amended.
There is full integration with Outlook whereby all tasks, appointments etc. can be imported, and reminders sent based on that data.
Both Appointments and Tasks can occur once or at regular intervals and the Scheduler is able to manage this functionality seamlessly.
What are the benefits?
- Increase the probability of customers turning up for appointments on time. At worst, they will cancel in advance giving you time to remarket the appointment.
- Time management is linked to your communication.
- Deadlines are enforced.
- Automatic reminders are available for non deskbound personnel.
- This feature is of significant benefit to those businesses that have a highly mobile employee presence.
- Consequently, it has been well accepted by the Agriculture, Logistic, Mining, Medical and Sales fraternities of many businesses.
- Increase the communication flow between groups of staff members.
- Don't wait for a deadline to be missed, rather plan to succeed.
Examples
- A hairdresser, dentist, or physiotherapist wants to remind a customer about their appointment in advance. This reduces the number of "no shows". Customers will be more involved, causing them to arrive, or cancel with notice. If they cancel with notice, the appointment could be advertised via a bulk SMS to appropriate customers.
- Meeting reminders sent to all attendees, making sure that meetings are on time.
- Remind yourself of meetings when you are out of the office.
- Send reminders that project updates are required from subcontractors or project phase managers.
- Send updates when a projecton changes status.
