Every client meeting,
booked and followed up
Schedule appointments with customers, leads, candidates or new contacts — in person at a saved location, or online with your own Zoom, Google Meet or Teams link. BOOM ERP checks for double bookings, emails the invitation, sends reminders and keeps the whole follow-up chain in one place.
Start SchedulingAppointments Built Into Your CRM
Book the meeting from the record you are already working on, keep your team from being double-booked, and record what happened afterwards so the next step is never lost.
Book From Any Record
Create an appointment for an existing customer, a lead or an employee, or type in a candidate or a brand-new contact. You can even book straight from a call in Sales Calls before it becomes a lead.
- Customers, leads and employees
- Candidates and new contacts
- Book directly from a call
- Details filled from the record
In Person or Online
For in-person meetings, pick a saved location with its address and a Google Maps link. For online meetings, paste your own Zoom, Google Meet or Teams link and it is used in every invitation.
- Saved locations with addresses
- Google Maps link for each place
- Your own Zoom, Meet or Teams link
- Online toggle per appointment
No Double Bookings
Before saving, BOOM ERP checks whether any assigned participant already has an overlapping appointment. If they do, saving is refused until you change the time or the participant. The check can be switched off in the settings.
- Overlap check on every save
- Covers every assigned participant
- Busy time assumed when no end time
- Clear message on the conflict
Appointment Types
Define the kinds of appointments you offer, each with its own colour and default duration. Choosing a type pre-fills the duration and whether the meeting is online.
- Custom appointment types
- Default duration per type
- Online by default, per type
- Colour-coded on the calendar
Invitations That Look Like You
The customer receives a confirmation email as soon as the appointment is created. Set the sender name, subject, opening line, header, footer and accent colour, and preview it before you save.
- Automatic confirmation email
- Custom subject and sender name
- Your colours, header and footer
- Live preview before saving
Reminders and Rescheduling
Participants are reminded a set number of minutes before the start. Move an appointment and everyone involved is notified again, so nobody turns up at the old time.
- Reminder minutes you choose
- Staff notified in team chat
- Reschedule re-notifies everyone
- Automation checked every minute
Record the Outcome
After the meeting, record how it went: completed, cancelled, no show or needs follow-up, with a rating out of five. The status follows the outcome, and the calendar shows which meetings still need one.
- Completed or no show
- Needs follow-up
- Rating out of five
- Past meetings awaiting an outcome
One Chain per Client
Create a follow-up appointment from an earlier one and they form a chain. Notes are shared across the whole chain, and each appointment keeps its own attachments and activity log.
- Follow-up appointment chains
- Notes shared across the chain
- Attachments on each appointment
- Full activity log
Appointments: Scheduling That Lives Next to the Customer
A meeting booked in a separate calendar app is a meeting your CRM never hears about. BOOM ERP keeps the appointment on the same record as the customer, the lead or the call it came from.
The double-booking check refuses to save an appointment when an assigned participant is already busy at that time — so conflicts are caught while you are booking, not when two clients arrive at once.
Appointments work with the rest of BOOM ERP: book from a call in Sales Calls, invite a candidate straight from a form entry, and keep every customer in the CRM.
From Booking to Follow-Up
1. Choose who
Pick a customer, lead, employee or candidate, or type in a new contact. Details fill in automatically.
2. Choose where
Select a saved location for an in-person meeting, or paste your Zoom, Meet or Teams link.
3. Let it run
The invitation is emailed, participants are reminded, and a reschedule re-notifies everyone.
4. Record the result
Log the outcome and a rating, then book the follow-up in the same chain.
Everything a Busy Team Needs
One scheduling tool, inside the system you already use:
- Any participant — customers, leads, employees, candidates and new contacts.
- Book from a call — straight off a call in Sales Calls assigned to you.
- Interviews from forms — invite an applicant directly from a form entry.
- Locations — saved places with addresses and Google Maps links.
- Your meeting link — Zoom, Google Meet or Teams, used in every invitation.
- Double-booking check — overlapping participants block the save.
- Types — custom types with colours and default durations.
- Email design — sender, subject, colours, header, footer and preview.
- Reminders — sent a set number of minutes before the start.
- Outcomes — completed, cancelled, no show or needs follow-up, with a rating.
- Chains — follow-ups linked together with shared notes.
- Calendar — filter by type, status and staff.
Where Teams Put It to Work
Want to see it first? Talk to us, or compare the plans.
Frequently Asked Questions
Can I hold online appointments?+
How does the double-booking check work?+
Who can I book an appointment with?+
Does the customer get an email?+
Are participants reminded?+
Can I record how the meeting went?+
Stop losing meetings between the calendar and the CRM.
Book, remind, reschedule and follow up in one place. Talk to us for a quick walkthrough.
Start Scheduling