Features

Visual, multi-column appointment book screen

See, manage and schedule everyone’s appointments on one screen, side-by-side!
Know who’s where, doing what, when, for how long — and tying up what resources
Foresee and resolve appointment scheduling conflicts — end double-bookings
Block out meetings, vacations and unavailable resources
Update appointment scheduling status as things change
Set up Tentative Appointments — Business Appointment Manager will find the next availability
Set appointments to recur Daily, Weekly, Monthly, Yearly, or on sporadic days/dates.
Work in the “drop-ins” — Drop out the “no-shows”!
Set flexible Reminders and customer-specific Alerts
Add 25 Appointment fields that you name and format
Effortlessly drag and drop Appointments from one day to another or move them weeks or months in seconds

Flexible employee scheduling

Manage and book Providers or teams and resources
Bundle many Providers, resources, services, and attendees into one appointment
Rearrange, Sort, filter, list, format and report your appointments hundreds of ways—in seconds
Format Calendar in daily, weekly or monthly layouts
Attach Alerts about Customer preferences and quirks
Set Calendar’s scheduling intervals
Set color-coded labels to categorize appointments
Create Tabs to filter appointments—by provider, team, specialty, resources, pay grade—you choose it!
Add and format 25 Customizable fields in Appointment Forms to company needs
Pre-set Provider work hours and individual holidays to avoid conflicts
Import existing contacts from everyone’s Microsoft Outlook

Getting and keeping customers

Follow customers from first contact to close of sale
Instantly see details of past and future appointments, services, purchases, and communications records
Follow customer needs from conception through collection
Know when staff has down time. Fill it with cold calls.
Click on a BAM phone or fax number and your modem autodials it
Faster calling, no misdials—and a clear call record in BAM’s database.
Trigger your e-mails from BAM—get a complete, reportable communication trail
Create, reuse and adapt letter templates to speed daily correspondence and e-mails
Import contacts from Outlook
Add and format 25 user-definable fields—text, numbers, dates, checkboxes—in Contact and Customer Forms

Sell, invoice for, track, and report stock levels

Reporting power and ease

Report on any appointment, Provider, Customer, Resource, Inventory item, or account
Track payments, outcomes, cancels/no-shows, referrals and other key aspects practice management
Set date ranges, sort, filter, list, and report your company data hundreds of ways
Customize lists and reports to display, sort, filter, group and export fields, even Customizable Fields you’ve created and formatted
Save (memorize) and reuse report templates you have tailored
Drill-down links in actual reports, show you details on staff, customers, appointments, invoices, et al.
Print and export reports in various formats, depending on who needs what
Mail merge directly from from reports to print labels or send form letters to customers

Fast, easy, thorough!

In BAM, everything is context-sensitive: Help screens, right-click menus, and Toolbars change to include what you need and omit the irrelevant.
Windows’ and Microsoft Office “look and feel” speeds up learning and doing every task
Extensive context-sensitive right-click mouse options speed frequent tasks
Standard Microsoft Windows user-interface: Drag and drop, right click menus, keyboard shortcuts, function Tabs on left, your appointment-sorting Tabs on right
Each function is a full-featured, robust business application
Integration among functions is seamless and imperceptible because all share a common Microsoft SQL Server database
No more double- or triple-entering the same information as in older programs.
BAM technology auto-dials—and then logs—outbound calls, e-mails, and tracks documents in and out from BAM
25 Customizable Fields can require standard formats for Social Security and numeric fields

Cut hours and minutes off everyone’s “busywork”

Right-click on appointments to bring up a context menu with actions as Edit, Delete, Mark Complete, Mark No-Show, Break, Invoice for services, or Show Customer Record.
Auto-populate Appointment Forms with Customer contact data
Create multiple appointment views to filter—by provider, team, specialty, resources, pay grade—you name it!
Providers use BAM’s time clock to log calls, appointment and task durations
Set appointment scheduling intervals; work hours and holidays
Set color-coded labels to categorize appointments and see patterns
Sort, filter, list, format and report your appointments in hundreds of ways
Find any appointment in seconds by Provider, Customer, Status, Resources, Phone Number and other fields
Export and print appointment reports in PDFs, Excel, Word

Invoicing

Auto-calculate and insert individual staff rates and totals
Auto-sum appointment durations, services, and time-clock tasks
Show line items for inventory, non-inventory, taxes, even mileage and third-party services and goods
Choose from five ready made Invoice Templates or adapt Invoice forms to your needs
E-mail invoices in PDF or other formats
Know status of every invoice
Extensive sales-tax management tools for multiple zones and tax authorities
Create and auto-calculate discounts for frequent customers, big account customers, etc.

Collections and revenue

Generate customer statements detailing invoices, payments, credits, and aging balances
Auto-dial and log collection calls and emails—and track each one
Assess finance charges on overdue invoices
See and report company receipts, overall health and details
Project income using periods and filters you specify
See trends in the company, in individual Providers or specific Customers
Export detailed financial data to Microsoft Small Business Accounting-no double entry

Built with the latest technologies

BAM is developed in C# to run on top of the advanced Microsoft .NET 2.0 framework for faster task execution, installations and deployments
Your BAM data resides in a secure, scalable Microsoft SQL Server 2005 database for more bullet-proof reliability.
BAM SQL Server database supports virtually Unlimited Providers, Resources, Contacts, Customers, Appointments, Tasks, Invoices, Communications Records and billing transactions
Multi-user support - with sufficient hardware, thousands of concurrent users can be supported
Remote employees and distant offices can open BAM database over Virtual Private Networks (VPN) using a broadband Internet connection.
Integration with other Microsoft Office programs helps streamline time-consuming and repetitive tasks.