Average Ratings 2 Ratings

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Average Ratings 0 Ratings

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Description

Square Appointments serves as a comprehensive scheduling and booking application designed for various businesses aiming to enhance efficiency and organization. This platform combines point-of-sale capabilities with online booking, payment handling, customer relationship management, and a cloud-based calendar system. Clients can conveniently reserve services at any time, day or night, using Square Appointments. Additionally, it boasts powerful tools for team collaboration, featuring employee calendars, scheduling oversight, and management options for both staff and locations. Ultimately, Square Appointments streamlines the appointment process, making it easier for businesses to manage their operations effectively.

Description

Toolkit CRM is specifically designed for financial service teams to enhance their daily operations, streamline service delivery, and ensure a uniform client experience. With its integrated service model, teams can efficiently categorize clients into different classes, apply tailored service levels, and generate recurring appointments and tasks automatically based on the nature of each client relationship. Serving as an essential co-pilot for critical business processes, it intelligently assigns appropriate tasks to team members while meticulously logging all activities in the client’s profile. Additionally, customizable contact profiles allow teams to gather and maintain pertinent information for each client, and collaborative features like notes, automatic email tracking, as well as appointments and tasks, help keep every interaction well-organized and accessible. The system also includes a shared team calendar that seamlessly integrates with platforms like Google, Outlook, and iCloud, while the Scheduler offers branded booking pages, flexible availability options, unlimited scheduling links, and ensures real-time synchronization with the CRM. This comprehensive toolkit significantly boosts team productivity and enhances client satisfaction through its tailored features and efficient management capabilities.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Answering Service Care Yes 
BigCommerce Yes 
Commerce Sync Yes 
Cuboh Yes 
DAVO by Avalara Yes 
Deputy Yes 
Eventzilla Yes 
Hiveage Yes 
Integrately Yes 
InvoiceBerry Yes 
Lyftrondata Yes 
Magento Yes 
OneAI Yes 
Salesvue Yes 
Schedulicity Yes 
Shippo Yes 
Square Payments Yes 
TicketSocket Yes 
WiFi Marketing Yes 
ZipRecruiter Yes 

Integrations

Answering Service Care No 
BigCommerce No 
Commerce Sync No 
Cuboh No 
DAVO by Avalara No 
Deputy No 
Eventzilla No 
Hiveage No 
Integrately No 
InvoiceBerry No 
Lyftrondata No 
Magento No 
OneAI No 
Salesvue No 
Schedulicity No 
Shippo No 
Square Payments No 
TicketSocket No 
WiFi Marketing No 
ZipRecruiter No 

Pricing Details

$29/month/location
Free Trial Yes 
Free Version Yes 

Pricing Details

$26 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Block

Founded

2009

Country

United States

Website

squareup.com

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling No 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling No 
Mobile Access Yes 
Multi-Location No 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments Yes 
Room Booking Management Yes 

Chiropractic

Appointment Management No 
Billing & Invoicing No 
Claims Management No 
EHR Certified No 
Outcome Assessments No 
Patient Account Management No 
Patient Records No 
SOAP Notes No 

Cleaning Services

Billing & Invoicing No 
Client Management No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Mobile Access No 
Payroll Management No 
Quotes / Estimates No 
Recurring Appointments No 
Routing No 
Scheduling No 
Service History Tracking No 
Work Order Management No 

Dance Studio

Attendance Management No 
Billing & Invoicing No 
Class Management No 
Competition Management No 
Instructor Management No 
Inventory Management No 
Online Payments No 
Online Registration No 
Point of Sale (POS) No 
Recital Management No 
Scheduling No 
Student Management No 

Dental

Appointment Management No 
Appointment Reminders No 
Claims Management No 
Clinical Charting No 
Imaging No 
Inventory Management Yes 
Patient Account Management No 
Patient Billing No 
Patient Records Management No 
Treatment Planning No 

Fitness

Attendance Tracking No 
Billing & Invoicing No 
Check-In Manager No 
Class Management No 
Contract Management No 
Employee Management No 
Event Management No 
Inventory Management No 
Marketing Management No 
Membership Management No 
Point of Sale (POS) No 
Reservations Management No 

Massage Therapy

Appointment Management No 
Billing & Invoicing No 
Client Management No 
Email Marketing No 
Employee Management No 
Gift Card Management No 
Multi-Location No 
Point of Sale (POS) No 
Practice Management No 
SOAP Notes No 

Medical Scheduling

Appointment Management No 
Billing & Invoicing No 
Drag & Drop No 
Facility Scheduling No 
Multi-Location No 
No-Show Tracking No 
On Call Scheduling No 
Patient Records No 
Patient Scheduling No 
Physician Management No 
Recurring Appointments No 
Self Service Portal No 
Staff Scheduling No 

Medical Spa

Appointment Management No 
Before & After Pictures No 
Client Management No 
Gift Card Management No 
HIPAA Compliant No 
Inventory Management No 
Package Creation No 

Personal Trainer

Appointment Scheduling No 
Assessments No 
Attendance Tracking No 
Billing & Invoicing No 
Certification Tracking No 
Client Management No 
Commission Management No 
Exercise Library No 
Fitness Assessments Yes 
Fitness Plan No 
Nutrition Program No 
Online Store No 
Payment Processing Yes 
Wellness Plans No 
eCommerce Yes 

Pest Control

Billing & Invoicing No 
Customer Service History No 
Dispatch Management No 
Fleet Management No 
Inventory Control No 
Mobile Access No 
Pest Activity Tracking No 
Pesticide Usage Tracking No 
Property Layouts No 
Quotes / Estimates No 
Scheduling No 

Pet Grooming

Appointment Reminders No 
Appointment Scheduling No 
Billing & Invoicing No 
Client Management No 
Commission Management No 
Inventory Management No 
Mobile Grooming No 
Point of Sale (POS) No 
Recurring Appointments No 
Services List No 
Staff Management No 

Physical Therapy

Activity Monitoring No 
Appointment Management No 
Assessments No 
Billing & Invoicing No 
Exercise Management No 
Insurance Management No 
Multi-Location No 
Patient Records No 
Practice Management No 
Progress Notes No 
Treatment Plans No 

Reservations

Activities Booking No 
Booking Notes No 
CRM No 
Customer Support No 
Group Reservations No 
Guest Management No 
Payment Processing No 
Promotions Management No 
Rate Management No 
Room Booking Management No 
Third Party Booking No 

Salon

Appointment Management No 
Booth Rental No 
Client Profiles Yes 
Employee Management No 
Inventory Management No 
Loyalty Program No 
Multi-Location No 
Payroll Management Yes 
Point of Sale (POS) No 
Recurring Appointments No 

Yoga Studio

Class Scheduling No 
Facility Scheduling No 
Inventory Management No 
Member Management No 
Online Payments No 
Staff Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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