Proactive DMS vs Appointment Calendar

Proactive Service is a mobile app that extends Proactive Auto DMS. This app serves all activities, starting from customer services up until vehicles release.

Your appointments, clients, and team in one place. Planize is a simple appointment manager for anyone who works by appointment or by client visit — hair, beauty and nail studios, clinics, tutors and therapists, consultants, and field sales or promotion reps. Plan a busy workday quickly from your iPhone or iPad. With one account, Planize works on iPhone, iPad, Android, Mac and Windows: plan the week on your computer and run the day from your phone. CALENDAR & APPOINTMENT REMINDERS • See open and booked times at a glance in the daily timeline. • Tap an open time to create an appointment and view overlapping bookings side by side. • Turn on notifications and choose how many minutes before an appointment to be reminded. FAST APPOINTMENT MANAGEMENT • Create an appointment in seconds with a name, time, and service. • Switch between Today, Tomorrow, This Week, and All appointments. • Search by client, phone number, or service. • Filter by service, team member, or status. • Add duration, price, notes, and status to each appointment. ON ALL YOUR DEVICES, WITH ONE ACCOUNT • Apps for iPhone, iPad, Android, Mac and Windows. • An appointment added on your computer shows up on your phone, and changes made on your phone reach your computer automatically. • On Mac and Windows, use a large calendar with day, week and month views and drag and drop to reschedule. CAN WORK OFFLINE • View, create, and edit appointments when you have no connection. • Pending changes sync automatically when you are back online. • Keep your workday moving through connection problems. KNOW YOUR CLIENTS • Pick clients from your phone's contacts in one tap; their name and number are filled in automatically. • See upcoming appointments, recent visits, and visit history on each client card. • Find records quickly by name or phone number. • Reach call, SMS, or WhatsApp actions with one tap. MANAGE AS A TEAM • Add staff and choose which services each team member can provide. • Keep business appointments coordinated across your team. • Manage members and access from the owner account. SEE HOW YOUR BUSINESS IS DOING • Review daily, weekly, and monthly appointment activity. • Track completed and canceled appointments. • View revenue totals and popular services. TRACK VISITS AND MEETINGS • Save client visits and meetings the same way you save appointments. • Write down what was discussed; the note stays on the client card. • When someone says “let’s talk again next month”, set a reminder for that follow-up. • See who you met and when in each client’s visit history. WHO IS PLANIZE FOR? Hair and barber salons, nail and lash studios, skin care and aesthetics clinics; dietitians, therapists, trainers and private tutors; consultants, field sales and promotion reps, mobile technicians and on-site service providers — anyone who works by appointment or by client visit. Choose your business sector, organize your service list, and start with a clean, focused interface. Try Planize free for 14 days with all features. Planize offers optional auto-renewable subscriptions. You can manage or cancel your subscription and purchases from your Apple account. Support: planize@ngcyaz.com Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/