ChiDesk Review

ChiDesk is a cloud-based solution that provides appointment scheduling, online booking, employee management, point of sale, and marketing functionalities in a single platform. It offers integrated billing to record sales, track employee commissions, and automate inventory control, allowing users to simplify sales with optional barcode scanners and receipt printers.
Organizations can manage employee schedules, shifts, and days off, as well as track work hours using the clock-in feature. Employees can view and edit their schedules from anywhere. ChiDesk‘s marketing and CRM tools allow users to filter customer contacts and send SMS or email campaigns to customers. Through automated scheduled messaging, customers are automatically reminded of their appointments.

CHIDESK – FEATURES

• Appointment scheduling: drag and drop appointments, assign custom statuses and colors, and view your calendar in multiple views.
• Group bookings: add multiple services and clients in one appointment for group bookings and simplified check-out.
• Appointment validation: appointment validation and alerts prevent double bookings and ensure customer preferences.
• Electronic registration: allow customers to submit their data and accept your terms and conditions via an electronic registration form.
• Recurring appointments: set recurring appointments for repeat visits by regular clients. Copy by date, day, week, or month.
• Calendar: view the entire day, week, or month and easily check employee availability, all on one calendar.
• Mobile web application: accept bookings and payments online using the mobile web app. You can also embed a widget directly into your website.
• Customer satisfaction: invite customers to rate their visit and track this information by employee.
• Point of sale: easily track sales of services, packages, products, vouchers, courses, and subscriptions.
• Gift cards: track voucher or gift card sales and easily monitor usage and outstanding values.
• Employee commissions: calculate earned commissions and received tips per employee.
• Inventory control: automated inventory control manages retail and professional product stock levels.
• Recurring invoices: recurring billing automates subscription and contract management.
• Employee scheduling: easily schedule employee shifts, breaks, and vacations via the drag-and-drop scheduler.
• Work tracking: create reports on shifts, vacations, sick days, and other types of employee absences.
• Security roles: limit access to application features by assigning custom security roles to employees.
• Performance monitoring: monitor employee performance based on customer retention, their requests, work hours, and customer satisfaction ratings.
• Online bookings: allow customers to make online appointment bookings based on real availability from your scheduler.
• Message automation: automate the sending of appointment reminders, birthday wishes, follow-ups, or thank you messages to your customers.
• SMS messaging: send bidirectional SMS messages to your customers for reminders or marketing campaigns.
• Integration with MailChimp: export contact lists directly to MailChimp for more advanced email campaign management.
• Over 60 report templates: a complete set of reports helps you monitor and manage all aspects of your business.
• Visual reporting: charts and graphs provide easy-to-follow visual representations of your business’s performance.
• Sales targets: set and monitor various sales targets for your business and employees.