Innovative booking, scheduling & reminders solutions for appointment providers. Reduce your no-shows and fill vacant appointments.

HIPAA Compliant File Storage

 

You asked and we delivered; the ability to upload client documents in a safe, secure and HIPAA compliant location.

 

How to enable the new File Storage feature?

1) Click on “Settings”

2) Go to “Billing Summary” where you will see the following:

Pic1.1

3) Note the new option for “File Storage” as highlighted above. Click “activate”, where you will then be asked to choose the amount of storage that you need.

**Plans starts at $5 per month for 500MB of storage. All files are encrypted in transit, stored encrypted at rest and are backed up and safe when they are on our system.

 

How do I start Uploading Client Documents?

File storage is found under each contact/client. To upload files relating to certain clients all you need to do is the following:

1) Go to your contacts list and select the contact that you would like to upload files to.

2) Under the contact information you will find the new file storage feature as shown below:

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Files can be dragged and dropped into the boxed area, or select files from your computer by clicking on the option highlighted in Yellow above.

Once uploaded, the files will appear as so:

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The file can be downloaded at a later stage by simply clicking on it.

 

File storage is one of many system updates that will be coming your way in 2017, so watch this space!

If you have any questions or feedback on this new feature, don’t hesitate to get in touch by emailing info@yellowschedule.com

 

SMS Credit and Top ups on the Lite plan.

With our Lite plan you have the option of sending SMS appointment reminders to your clients. SMS messages cost 10c each and replies from your clients, including confirmations and cancellations, also cost 10c each. We are charged by our SMS provider for both sent and received messages.

When you get started with the Lite plan we give you 50 SMS credits for FREE to allow you to evaluate the SMS functionality Continue reading

Do you know who your best staff member is?

Did you know that our new reporting features in your Dashboard now allow you to easily compare performance of your staff across a number of different metrics such as appointments taken, confirms/cancels, revenue, new appointment bookings etc.

See who communicates most with clients and Find out who your most wonderful Staff member is today.

Compare Staff performance metrics

An Irish Start-up’s Experience of the Web Summit

YellowSchedule is an Irish based software start-up. We applied for Alpha last year, which looked as though it was free. I spent time doing a phone ‘interview’. I was told at the end of it that our company was so exciting that he didn’t even need to go back and consult with colleagues, we were hot and he was putting us straight though. Sounds good, appeals to the founder’s ego, you feel like you’ve just won a prize.

Then the issue of the cost comes up. I expressed surprise at the cost, having believed I was applying for a free table. I was told that it was normally €10k, our table was being subsidised by the larger companies. I told him we already had 4 early bird tickets and I suggested that he could just deduct the cost and it would be approx. the same. He wasn’t willing to do that, although he was willing to come down a little on cost.

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Signing into YellowSchedule with Google

It’s no secret that no matter what business you run, big or small, your company more than likely relies on at least one Google product or service to operate.

From using Gmail as your company email, collaborating with colleagues on Google Drive, promoting your business through Google + , uploading and sharing videos via YouTube, storing your events and reminders on Google Calendar and even using Google Analytics to monitor your websites performance.

It’s pretty much safe to say, if your business isn’t availing of at least one of Googles many products and services, on offer, your definitely going about life the hard way.

It’s obvious that Google has helped many a business owner streamline their company online and because we’re all about streamlining your appointment book, we have decided to introduce this handy guy;

Sign in with Google Account

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