Skip to content 
Introducing Improved Calendars: Streamlined Notifications & Smarter Payment Integration
The Bosseo CRM team is delighted to announce an exciting new feature that enhances the Calendars experience for our users. Specifically designed to provide a seamless, user-friendly interface across the Bosseo platform, these updates focus on reducing friction, simplifying user flows, and fostering smoother collaboration among various modules.
Direct Email Template Creation from Calendar Notifications
A pivotal improvement is the streamlined process for setting up notification emails directly within calendar settings. Users no longer need to navigate away from the calendar interface to the Marketing section to create email templates. Instead, calendar users can create new email templates directly from within the Notifications settings, eliminating previously necessary back-and-forth toggling between different sections of the platform. This not only accelerates setup processes but also enhances overall user experience as newly created templates appear immediately for selection.
- No need for switching to the Marketing section to create an email template.
- Enables direct creation of a new email template from within Notifications settings.
- Newly created templates are instantly available for use.
Enhanced Payment Integration within Calendar Settings
In an effort to further diminish confusion regarding payment configurations, the visibility of payment integrals within Calendar settings has been significantly improved. Users will clearly see tags whenever there isn’t a payment method connected, alongside a new button that redirects to the Payment Integrations section for provider connection. Additionally, users can now preview their default selected payment provider as well as access a comprehensive list of all supported providers.
- Clear indicators when no payment method is connected.
- Direct button to redirect users to Payment Integration section for provider connection.
- Display of default selected payment provider and a full list of options.
Use Cases in Industry-Specific Integrations
Home Improvement Businesses
For home improvement businesses, integrating these calendar enhancements can dramatically improve scheduling efficiency and payment processing within their operations. With the ability to create new email notifications directly within the calendar, businesses can ensure clients receive timely updates about service appointments, while also enabling quick adjustments to scheduling or service offerings. Payment integrations allow on-the-spot processing of payments at the conclusion of service appointments, streamlining cash flow and client processing.
Legal Practices
The advantages for legal practices include easier calendar management for meetings and court appointments, as well as streamlined billing processes. Lawyers can configure notifications to provide clients with timely reminders and updates concerning their appointments or case progress. Meanwhile, the improved payment integrations simplify collecting deposits or fees for consultations directly through the calendar scheduling system, providing efficiency in billing management and client interaction.
Medical Practices
Within medical practices, these calendar features could greatly facilitate appointment scheduling and payment processing. Healthcare providers can ensure patients receive timely reminders through the new email notification capabilities, reducing no-shows and enhancing communication. The easier payment integration allows practices to collect co-pays or other fees directly upon appointment booking, setting clear expectations for patients, and ensuring a more streamlined check-in and check-out experience.
Conclusion
Overall, these updates serve to empower Bosseo CRM users across various industries, enhancing workflows and interactions with clients. From the real-time creation of email templates to enhanced payment integrations, the updated Calendars feature positions Bosseo’s CRM platform as a pivotal tool for business efficiency and customer engagement.
