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A weekly schedule planner will help to systematize business activities and meet all the deadlines. If staff members rely on emails and their individual calendars, such an approach might work for a small startup. But when your company begins to scale, a lack of common weekly schedule templates might cause chaos.

What Is Scheduling Software?

A weekly schedule planner is a tool that facilitates your business logistics. You can add information about all sorts of events there, be it a meeting with shareholders, a brainstorming session with your creative department, or an appointment with a contractor. In such a system, you can estimate all your weekly agenda at a glance, without making excessive clicks.

To set up an appointment, you do not need to go back and forth via email. After you create an event, you can send a link to your scheduling page directly to your staffers, customers, or other recipients. Also, you can embed this link on your website so that all participants can see your availability and select their ideal appointment time.

Benefits of Scheduling Software

After you install a weekly schedule planner, it will help you to achieve the following goals.

  • Make your workload more predictable and avoid an emergency rush. Once you set boundaries around your time, you will not have to overstrain outside your preferred hours. You will be able to customize your availability by appointment type.

  • Systematize the history of your interaction with customers. Scheduling software will keep the detailed history of all appointments, payments and cancellations that your clients made. You will be able to see which terms of service or contracts your clients have agreed to, which discounts and bonuses they received and which payment systems they prefer.

  • Emphasize your professionalism. Weekly schedule templates will serve as the virtual reception of your company. Your employees, partners, contractors, shareholders and customers will realize that you value precision strategic planning.

  • Allow your clients to self-schedule themselves. They will not need to contact your managers to make an appointment. All you will need to do is to monitor the events that your clients created and notify your customers in case something changes. Also, you might be able to add questionnaires to self-scheduling forms to get valuable feedback.

  • Brand every touchpoint for your business. Choose such software that enables you to customize colors, background, fonts and the overall style of your interactive calendar. This will boost your brand awareness and strengthen the emotional bonds between your business and your target audience.

  • Cut down your overall costs. The more business processes you automate, the easier it becomes for your team to focus on high-priority tasks that require a human touch.

And of course, weekly schedule templates can save you a lot of time. A survey that was conducted in 2019 proved that automated scheduling can save your employees up to 5 hours each week.

Reasons to Choose Bitrix24

Bitrix24 features weekly schedule templates for businesses of any size and sphere of activity. You will be able to create an unlimited number of calendars and adjust access rights for different categories of users. Thanks to the intuitive interface of Bitrix24, it should be very easy for you to juggle multiple calendars and schedules (this feature comes in especially handy for top managers and supervisors). You can set different time zones as well as check daily, weekly and monthly views.

Calendars can set reminders for your staff to make sure that they always meet all the deadlines. Moreover, you can create a task for a particular employee or group of employees right in the calendar. In the same piece of software, you will be able to approve the leaves of your team members and work with an employee absence chart.

Your weekly agenda will be interconnected with your CRM. When a client calls you or visits your office, Bitrix24 will automatically add information about it to the database. This product features in-built tools that will analyze your client relations and offer strategies to prevent customer churn. You will be able to better nurture your leads and increase your clients' loyalty. If you have not interacted with a certain consumer for too long, the system will remind you about it and suggest that you should contact them.

Bitrix24 is a large and versatile system that has many other functions. It will help you to boost your sales and maximize your revenue, optimize your internal communications and document circulation, improve your internal communications and so on. This solution is available in desktop and mobile formats and you will be able to choose between cloud access or on-premise installation. The basic functionality of Bitrix24 is available at no cost.

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

Basic Features

  • Unlimited Users
  • Cloud or self-hosted
  • Intranet and extranet
  • Full time, part-time, freelancers
  • HRIS and HRMS included
  • Absence management
  • Mobile, source code access, API

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Effective Scheduling

  • Time zone settings
  • Daily, weekly, monthly views
  • Multiple calendars & schedules
  • Reminders
  • Employee scheduling
  • Client scheduling
  • Calendar access rights
  • Employee absence chart
  • Employee leave approvals
  • Tasks in calendars

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Unlimited Task and Projects

  • Free unlimited client base
  • Leads, Contacts, Companies, Deals
  • Quoting and invoicing
  • Websites templates
  • CRM forms
  • Live chat 24/7
  • Multichannel communications

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Collaboration and Communication

  • Knowledge management
  • Company structure
  • HR tools
  • Project and workgroups
  • Document sharing and processing
  • Configurable access permissions (creation, editing, viewing, publishing)
  • Clocking in/out, time management
  • Unlimited free task management
  • Workload management
  • Calendars and scheduling
  • Learn more

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For more information about Bitrix24, head over to our training courses.
We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools.
To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.
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