PLATFORM FEATURES

Automate your business operations and grow your business exponentially

CONVENIENT ONLINE SHEDULER

Your clients can schedule their own appointments thoughts the convenient online scheduler which integrates with the
major calendar systems such as Google calendar, ical and the like. Appointments are color coded to track paid, canceled, no show, personal time and other status. Following are some of the features of the scheduler –

Handle multiple locations
Allow multiple appointments per time slot
permit cutometers to book immediately, or require app
Determine how far in advance customers can make and cancel appointment
Require customers to pre-fill forms and sign waivers when booking
Allow pre and post setup time for appointments
Allow customers to schedule appointments for family members
Offer secure online payment options for services when booking

CLIENT COMMUNICATIONS

Your clients will automatically receive a confirmation email and text message (if you would like) reminding them about their appointment and providing them a link to Google maps so that they can easily find you from where ever they are. Send them intake forms if it needs to be filled out before the appointments date and if they had not completed it at the time of booking. You can send thank you notes or share notes with your clients after an appointment, if needed.

Reduct no shows with timely reminders
Customize the notifications for each service or class
Send patment requests with link for patment

CALENDAR AND SCHEDULING

You or your admin staff can manage all of the staff schedule in the bizzflo calendar. You can view the calendar by resource view, daily, weekly or monthly view. Status of the appointments are color coded so that you can track each appointment if is booked, confirmed, completed, cancelled, etc.

You can edit the appointment to make any changes, extend the appointment or add additional resources to an appointment. Once the appointment is complete, you can checkout and go into the POS to complete the transaction. The calendar will mark the status as paid once payment is complete. Mark busy times as personal times to block that time from being booked.

You can also track all the classes, events and workshop in the calendar. You can view the roster for the class and enroll customers or take attendance for the class right from the calendar.

CLASS AND EVENT MANAGEMENT

You can manage classes, events, workshop, seminars, programs of any type. When creating a class the system allows you to define the type of class – if it is a single class or event, a one day workshop, a drop in class, a session based class, a recurring class or a course that spans a semester.

You can crate private events such that only selected and invited members can attend an event. you can create a waiting list and limit the number that can sign up for the waiting list.

You can print out rosters, take attendance or communicate with an entire class about class changes, requirements etc. Drop students from class or move students to different levels as they graduate or advance.

CLIENTS FORMS, WAIVERS AND NOTES

Your clients will have the option to complete and digitally sign client intake and other forms at the time of making an appointment, registering for a class or when signing up for a membership. You can allow for them to complete it at the time of registration or optionally email it to them for them to complete it later. They could complete it at your office/location as well.

Waivers, release and agreements can be displayed for customers to review and sign. All of the signed forms and agreements are automatically saved against the customer or member profile in the system for easy access.

Custom notes such as food logs, treatment logs, class progress, fitness level form can be created or uploaded in the system and stored against customers profile. Notes can also be shared with the customer if needed. When sharing with the customer an email is sent out to the customer with the information.

ONLINE SHOPPING CART

You can sell any of our goods or services (appointments, classes, packages, products, memberships, gift cards) on your website through the built-in secure online shopping cart. Taxes are calculated based on the customers location and shipping detail captured for goods that needs to be shipped to the customer.

The receipts are automatically emailed to your custom after the purchase
You have the option to customize the emails that gets sent to the customers.

POINT OF SALE (POS)

Streamline your checkout process with an integrated POS that can track all transactions, past bookings, new items, create custom installment plans, track outstanding payments and collect payment of any type. in addition,

Add In-Store credit or apply to payments
Add installment or recurring payments
Setup autopay
Apply promotions or groupons
Sell and accept Gift Cards
Redeem packages
Allow exceptions (discounts)
Email or print receipts

BILLING AND PAYMENT MANAGEMENT

You can streamline all of your invoicing, billing and monthly recurring payments
using the convenient billing and invoicing system. You can send payment requests and reminders electronically to your clients. Your clients can conveniently pay their outstanding bills online with the click of a button.

Setup recurring or installment payments in the system and automate all payments. Let the system notify you of expired credit cards and manage by exception. Print or let the system email your clients the receipts directly.

CUSTOMER INFORMATION MANAGEMENT (CRM)

With the comprehensive client relationship management system you can view complete client profiles with their purchase history, payments, balances, preferences and all communications. Create custom notes and mark them private to be viewed only by you or staff or share it with your costumers. Capture intake forms, waivers and agreements and make it easily accessible. In addition,

Create and track different customer types
Create custom tags
Capture customer notes
View and capture customer preferences
View appointment and purchase history
Search customers by name, e-mail or status
View customer communications
Create customer alerts

MARKRTING – EMAIL PROMOTIONS AND NEWSLETTERS

You can use the powerful built-in tools and email platform to quickly and easily send out promotions and newsletters to clients and prospective clients. The system comes with lots of standard templates and layouts than you can to customize your communications. You can tag and segment groups so that you can send out different promotions and communications to different groups of people. You can additionally search the system.

Additionally the system will track the details of how many were delivered, how many were opened and allow opt-in and opt-out for customers to receive further promotions.

CREDIT CARD PROCESSING

Lowest Fees Available Anywhere !!

Bizzflo platform is integrated with First data credit processing and with PayPal.

With First data we have negotiated a very special rate – that is NOT AVAILABLE anywhere else and beats most credit card processors in the market today. Payments from your customers are directly deposited into your bank and we do not hold anything or act as a conduit for payments.

No Contract
Transaction processing fee – 1.79% * to 2.1% (for qualifying merchants)
Lower rates available to not for profit orgs
No monthly fees
No holding of funds
No limit on transactions or dollar amounts
No minimums

STAFF MANAGEMENT

You can add and manage your administrators, staff and resources and control
access via permissions. Each user has an assigned role and secure login into the
system with their own userid and password.

You administrator staff may be responsible for creating all the phone and walk-in appointments and managing the checkout and payments. They would have full access to the schedule of all the staff schedule and perform most functions, but not the sales and business financials. The access and permissions are configurable.

Your staff also would have a userid and password to access the system but will typically have access to only their own schedule. The roles of each individuals can be changed in the system and the access levels can be manages as well.

MULTIPLE LOCATIONS

if you have multiple locations to manage we have you covered. You can manage your calendars and schedule for multiple locations in the same platform. You can share and assign and assign staff and manage their schedule for each location.

When customers book online they have the option to book for any location. View the calendar by location or run reports by location.

if you are having events at temporary locations such as conference or convention
centers, hotels etc. we have the provision to create as many temporary locations to be associated with the events.

REPORTING AND ANALYTICS

There are hundreds of reports that you can quickly and easily view, generate, download and/or print from the system. These reports will give you a complete view and understanding of your business – from sales, to customers and activity summary level reports and also all transactional level details.

This makes it easier to prepare for your taxes, review how close you are to your goals, and to analyze your business so you can make better decisions based on accurate data. The software allows you to run daily, weekly, quarterly and annual reports anytime you want – with just a few simple clicks !

OUR SERVICES

Everything You Need to Manage your Business All in one Place.Automate & Put Your Business to Work for You

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Appointments

Display your staff availability online and let customers’ book appointments 24 × 7, or book them on your calendar as they call or walk-in

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Classes

Create online classes, Events, Parties, Workshops and Seminars that people can sign up for, and add to waitlist when enrollment is full

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Packages

Create convivence packages and offer discounts for multiple service items or classes. Make complex packages combining one or more services.

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Membership

Add and track your members and membership benefits and collect recurring payments automatically.

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Products

Sell products online or through the POS and manage inventory levels and re-order triggers all your products.

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Gift Cards

Sell gift cards that your clients can buy for themselves or as a gift for friends and family