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TrueValue Appointments

Organise business bookings and appointments.

Appointments

Manage business booking, staff availability, scheduling and appointment workflows.

TrueValue Appointments
Live View
Appointments dashboard for the TechNova sample company
Smart Assistant
Any free slots on Friday?
AI4 open slots between 10:00 and 4:00.
Automations
Send reminders
Auto-confirm bookings
Booking · Schedule Slots
10:00 AM Video ConsultationBooked
02:30 PM Product DemoOpen Slot
04:15 PM Staff Rota Sync5 Synced
Active Team
VDPR+4
5 calendars synced
TechNova sample company · Appointments calendar

Start with your requirements

Bring the work.
Bring the questions.

Review what your team needs from TrueValue Appointments.

Send confirmation emails, SMS reminders, and calendar invites automatically, and let clients reschedule for themselves.

RemindersRescheduleGoogle CalendarOutlook
Helpful to bring along: your typical staff booking schedules, service durations, and current calendar tools. Nothing else is required.
In this Product

What the work covers.

Manage business booking, staff availability, scheduling and appointment workflows.

See what Appointments includes
EmailSMSWhatsApp
Logged in CRM

Online Bookings

Branded self-service booking links with live availability and time zone conversion.

Self-service links
4,820matching contacts
LeadOpened 30dSydney

Staff Coordination

Availability across your staff, buffer times between appointments, and shift planning.

Team schedules
Form submittedWait 1 daySend WhatsAppTask for sales

Reminders & Sync

Automatic SMS reminders, email confirmations, calendar sync, and one-click rescheduling.

SMS & calendar sync
Delivered 97%Replied 22%

Capacity Analytics

No-show rates, peak booking hours, room allocations, and attendance reports.

Attendance & capacity
Every channel tied back to your Appointments

Features & Capabilities

Keep client bookings and staff schedules in step.

Clients book themselves in, and staff calendars stay in sync in real time.

Week viewIllustration
MonTueWedThuFri9:00Booked10:00BookedFree11:00BookedBooked12:00FreeBooked1:00Booked

Team calendar

See every booking across the team in one week view.

Book a meetingIllustration
Service
Product demo
Date and time
Thu · 11:00
Confirm booking

A booking page that works for you

Customers pick a time from real availability.

1Customer books
2Confirmation sent
3Reminder sent
4Meeting held

Book, confirm, remind

Confirmations and reminders go out without chasing.

BookingsIllustration
This week64
Kept52
Moved8

Fewer no-shows

Track bookings kept, moved and missed.

1Meeting booked
2Added to CRM record
3Prep task created

Booked meetings land on the record

Each booking appears in CRM and creates a task.

From booking to visit

How Appointments Works

From self-service slot booking to automated reminders and completed visits.

01

Book Slot

Clients select preferred times via self-service links, website embeds, or phone.

Online widgetSelf-serve linkQR bookingPhone schedule
VD
Vikram DeshpandeConsultation · Tomorrow 10:00 AM
BOOKED
Slot · ReservedSchedules · Services
02

Sync Host Rota

Match client requirements to specialist hosts with two-way calendar sync.

VD
Vikram DeshpandeSpecialist Consultation
HostDr. Sarah Patel
Time10:00 - 10:30 AM
LocationVirtual Room 4
ConfirmedHosts · Calendars
03

Remind & Confirm

Send automated WhatsApp and SMS reminders to eliminate client no-shows.

SMS confirmation sentDelivered
WhatsApp 24h reminderScheduled
Reminders activeWhatsApp · SMS
04

Complete Visit

Mark attendance, capture consultation outcomes, and log follow-ups in CRM.

RequestedConfirmedReminder sentCompleted
Vikram DeshpandeAttended ✓
Completed
Visit · DoneOutcomes · CRM Sync
Real-time calendar sync prevents double bookings, so staff schedules run on autopilot.

Targeted Audiences

Who It's For

The teams that can use Appointments in their day-to-day work.

Targeted Users

Consultants & Service Pros

Share custom branded booking links with real-time availability so clients can schedule appointments without email tag.

Practice & Clinic Coordinators

Manage staff availability, appointment buffers, shift rotations, and multi-location room assignments from one unified schedule.

Client Service Teams

Cut no-shows dramatically with automated email confirmations, SMS reminders, and self-service one-click rescheduling.

Business Owners & Managers

Track staff booking utilization, busiest appointment hours, cancellation rates, and attendance patterns across all locations.

PROBLEM & SOLUTION

Eliminate Scheduling Friction,Without the Endless Email Back-and-Forth

Coordinating meetings through disjointed calendar links, double bookings, and absent clients costs service teams hundreds of billable hours. TrueValue Appointments offers effortless self-scheduling with automated reminders and team calendar sync.

01Friction & Fix
The Challenge

Endless back-and-forth emails trying to find a meeting time that works for everyone

The Solution

Shareable booking links and embedded website widgets show real-time live availability in seconds

02Friction & Fix
The Challenge

High client no-show rates eat into billable team hours and waste scheduled slots

The Solution

Automated SMS and email reminders with one-click reschedule options keep show-up rates above 90%

03Friction & Fix
The Challenge

Double bookings occur when staff manage personal and work calendars across multiple apps

The Solution

Two-way calendar sync updates team availability instantly, blocking occupied slots across all devices

04Friction & Fix
The Challenge

Booking across different time zones leads to missed calls and confusing appointment times

The Solution

Intelligent timezone auto-detection converts meeting times to the client’s local clock automatically

05Friction & Fix
The Challenge

Meetings happen without context because client details and agendas are not collected upfront

The Solution

Custom pre-booking intake questions capture requirements and attach answers directly to the CRM record

06Friction & Fix
The Challenge

Fairly distributing incoming bookings across team members requires manual juggling

The Solution

Round-robin routing and skill-based assignment distribute meetings evenly among available staff

Explore

See how Appointments fits your work.

TRUEVALUE

Connect your Appointments operations

Let customers book time with your team and keep calendars in sync across the company.

Key capabilities included:
  • Self-service public booking links with live availability
  • Automated confirmations, SMS & WhatsApp reminders
  • Multi-location, staff shift & buffer time management
  • Direct sync to customer timeline in TrueValue CRM

New to TrueValue?

Run connected business operations on one Platform, with Products designed to work together.

Before you begin

Your questions,
answered.

How do clients book appointments using self-service booking links?

Share branded booking links where clients view real-time availability, select a service and slot, and receive instant confirmation.

Can we configure staff availability, buffer durations, and shifts?

Manage individual staff schedules, set buffer intervals between meetings, and coordinate multi-location room assignments from one calendar.

Are automated SMS and email reminders sent to reduce no-shows?

Automated confirmation emails, SMS reminders, and self-service one-click rescheduling links are sent automatically to clients.

Does every booked appointment sync to the customer CRM profile?

Yes, each booking creates or updates the client record in TrueValue CRM, preserving their complete appointment and service history.

Can clients book video meetings, phone calls, or in-person visits?

Support video, phone, or in-person appointments with automatic Google Meet or Zoom link generation.

Take the next step

Continue with Appointments.

Compare this Product with the rest of the catalogue, or open pricing when you are ready.

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