Introducing Bosseo CRM’s Services (v2): Transforming Business Scheduling Dynamics

We are thrilled to announce the official release of Services (v2) by Bosseo CRM, following successful private beta testing. This is more than just a standard calendar upgrade—it’s an innovative approach that offers service-oriented businesses a tool to significantly enhance bookings, improve scheduling efficiency, and stimulate growth. Whether your business is individually run or team-managed, adopting Services (v2) will enhance your bookings, increase revenue, and enrich the customer experience.

Why Services (v2) is a Game-Changer

Services (v2) revolutionizes the way businesses schedule services by offering more power and flexibility. Its unique features make it easy for clients to book multiple services and add-ons in one seamless process, thereby increasing your revenue. Furthermore, it provides flexible booking options, promotional codes, and special offers. Additionally, Services (v2) enables businesses to manage everything, from location support to staff-specific pricing and hours. Robust built-in reporting and workflow triggers for appointments allow easy setup of customized booking pages, helping secure more appointments.

Key Features You’ll Love

Variations for services

Add-ons & upsells at checkout

Coupon code support

Multi-location support

Staff-specific pricing and hours

Buffers & processing times

Card on file payments

Fully customizable booking pages

Multi-service booking in one flow

Reporting for service appointments

Workflow triggers for services

Use Cases Across Key Industries

Home Improvement

Home improvement businesses can leverage the Services (v2) module to streamline bookings for various services, including repairs, renovations, and maintenance. Utilizing multi-location support, businesses can manage appointments across different geographic areas, making it easier to cater to regional demands. Staff-specific pricing and flexible hours ensure that the right expertise is matched with client needs, optimizing both customer satisfaction and operational efficiency.

Legal Practices

Legal practices benefit from Services (v2) by enabling seamless scheduling of appointments, consultations, and client meetings. Law firms can use the system to manage appointments for multiple legal services, such as consultations, document review, and court representation. With easy reporting and workflow triggers, administrative tasks are simplified, ensuring lawyers have more time to focus on client services.

Medical Practices

Medical practices require precise scheduling and patient management, both areas where Services (v2) excels. Clinics and hospitals can offer flexible appointment scheduling, manage multiple service bookings, and maintain patient records efficiently. Card on file payment options simplify the process for regular check-ups or follow-ups, enhancing both patient convenience and practice revenue.

How to Get Started

Go to Agency View > Subaccounts

Use bulk actions or the three-dot menu for a subaccount

Navigate to Calendar Settings

Toggle on the Services module

When you enable Services (v2), your existing service calendars will be automatically duplicated, and new services will be created to ensure a smooth transition without disruptions. You are free to run Meetings (Existing Calendars) and Services (v2) side by side, or choose the one that best fits your needs.