Client Scheduling Software

If you work with clients you know that schedules, plans, projects or events change all the time for any number of reasons.

A scheduling calendar like The Calendar Planner with customized style features and views immediately lets you know what needs your quick attention and what can wait!

Take a Tour of Reel Logix calendar software to see how it can help your office simplify client scheduling either as a stand alone solution or to complement existing enterprise customer relations Management software in a very affordable way.

"TCP helps us efficiently organize our office. It allows us to keep better goals and stay on task. This calendar program makes things visible and easy."

Fearless Records, Joyce

Based on customer feedback the following calendar software features help with scheduling and managing client interactions. Select headings for more detail:

"We have been using The Calendar Planner for a few months now - Awesome program, keep up the good work."

Alan Baker, Authorized Representative of Charter Financial Planning.

• Manage the Unexpected with Push/Pull...
  Stay on top of changes with calendar software features like Linking and Push/Pull. Correct errors or run scenarios with Unlimited Undo's. Save time by using Reel Logix calendar software to reschedule items through simple drag/drop and immediately, through color coding and notes, see how our calendar software helps you to plan, organize and coordinate events, projects, people and resources.
• Recognize, Minimize or Avoid Conflicts through collaboration...
  Use The Calendar Planner calendar software to schedule routine CRM tasks including meetings, phone calls or visits. Set appointment reminders which work even when TCP is not running. Control color, style and font for visual representation to spot conflicts and resolve them before they become an issue. Use Reel Logix calendar software to share information via a LAN and or through publishing web calendars. Show/Hide what you wish or combine multiple calendars into one.
• Take Time Out with Smart Scheduling...
  No other calendar software lets users set up recurring events like The Calendar Planner calendar software. Our unique Irregular Recurring events feature lets you create events that follow no patterns except the one you create! Auto count off weeks from project beginning to end respectively.
• Folders & Templates to Plan Future Activities...
  The Calendar Planner project planning templates help to save time. Create once with details and dates in your client cycle - save and re-use later. Create filters with important information like deadlines, client demographics or client status. Filters in The Calendar Planner calendar software allows you to easily only see one client, one employee, all clients, all employees or any combination you wish.
• Detailed Notes...
  Include conversation details on status or client needs or clients' preferences. Print notes and add detailed notes to scheduled or unscheduled items.

See Complete Feature List and Product Comparison

See what some of our clients say about how Reel Logix calendar software supports their work!
Questions about how The Reel Logix Calendar Planner can help? Contact us!