Set up the service you deliver
Define service duration, providers, resources and availability rules in Appointments to shape the customer booking experience.
Services
Make the booking part of a connected customer journey.
Bring appointments, customer follow-up, invoices and staffing into one business workspace. Configure the services you offer and give each team the records it needs to prepare and follow through.
Customer journey · sample service
| Stage | Workspace | Record |
|---|---|---|
| Enquiry | CRM | Lead |
| Appointment | Bookings | Confirmed slot |
| Follow-up | Sales | Customer receipt |
Clear service availability
Customer follow-up with context
People and financial records together
Built for daily work
The details that keep work connected.
Prepare before the appointment
Use booking forms and customer records to keep the required information with the appointment. Configure approvals and reminders where needed.
Keep the relationship moving
Use CRM leads, opportunities and tasks to organize enquiries and follow-up after a conversation or service.
Review the business behind the service
Manage invoices, receipts and expenses, with HR and payroll for staff records and Accounting for financial statements.
One connected workflow
From preparation to review.
Publish services and configure the booking rules.
Review the appointment and prepare the responsible team.
Follow payment records and customer follow-up tasks.
A few practical questions
Clarity before your next step.
Does the booking workflow suit every service business?
It supports configurable services, providers and resources. Review your scheduling, intake and payment requirements during the demo to confirm fit.
Do I need Scale to use appointments?
Appointments are included in Scale. Growth includes CRM, HR and Accounting if you need those workflows without public booking.
How do I choose the right plan and setup?
Choose a plan around the modules, users and locations you need, and review your workflow during the demo. Compare plans →
Start with your workflow
Let’s see how QuickTap fits your business.
Tell us about your team, locations and working day so we can focus the walkthrough on what you need.