What makes our solution unique?

Mercaux’s Appointment solution offers diverse booking channels, AI-driven staff allocation, tailored talking tracks by connecting with Clienteling, cross-sell opportunities with Assisted Selling, note capture, and enriched customer profiles, with easy follow-up via remote selling capabilities.

Customisable

Define your own booking steps, services, involved staff and data that should be captured

Integrated

Deeply integrated into other Mercaux CX components, such as Assisted Selling, Clienteling, Task Management

Multi-channel

Ability to book through various channels, e.g. website, WhatsApp, app for store staff

Create & Accept bookings

Store Associates simply create new bookings in-store through The Mercaux’s App, via remote selling channels, or provide the ability for customer to book an appointment through digital channels. The booking is connected to a customer’s 360° profile in CRM/CDP to provide intelligence to staff.

Store Associate Bookings

Store Associates navigate through a clear booking flow: choose in-store or virtual service, select date & time, link customer record, and include relevant notes.

Store Associate Bookings
Customer Self-Service

An easy-to-use interface for customers to browse services, select time, and add specific notes.

Customer Self-Service
View & update bookings

Manage appointments by filtering by staff, service, customer, status, and store. Store associates can quickly view daily schedules, and update details.

View & update bookings
Appointment notifications

Automatically notify customers on creation, adjustment, or cancellation, or send custom messages by leveraging Mercaux’s Remote Selling solution.

Appointment notifications
Store Associate Bookings

Store Associates navigate through a clear booking flow: choose in-store or virtual service, select date & time, link customer record, and include relevant notes.

Customer Self-Service

An easy-to-use interface for customers to browse services, select time, and add specific notes.

View & update bookings

Manage appointments by filtering by staff, service, customer, status, and store. Store associates can quickly view daily schedules, and update details.

Appointment notifications

Automatically notify customers on creation, adjustment, or cancellation, or send custom messages by leveraging Mercaux’s Remote Selling solution.

Prepare for Appointments

Access a customer’s 360° profile view, including preferences, purchase history, wish lists, and notes from previous visits to help prepare for the appointment. Leverage Mercaux’s Intelligent Task Management solution to manually & automatically create appointment-related tasks leading up to the visit.

View customer profile

Link customers to upcoming appointments to gain valuable insights into their preferences to ensure they receive a hyper-personalised experience.

View customer profile
Create related tasks

Assign tasks to multiple individuals with specific details and deadlines to prepare for the appointment. Ensure appointment readiness by monitoring task progress.

Create related tasks
Manage appointment statuses

Manage appointments by filtering by staff, service, customer, status, and store. Store associates can quickly view daily schedules, and update details.

Manage appointment statuses
View customer profile

Link customers to upcoming appointments to gain valuable insights into their preferences to ensure they receive a hyper-personalised experience.

Create related tasks

Assign tasks to multiple individuals with specific details and deadlines to prepare for the appointment. Ensure appointment readiness by monitoring task progress.

Manage appointment statuses

Manage appointments by filtering by staff, service, customer, status, and store. Store associates can quickly view daily schedules, and update details.

After Appointment Engagement

Extend customer engagement post-appointment with Mercaux's remote selling solution. Utilise appointment notes to customise talking points for tailored, personalised, and engaging follow-up conversations that lead to conversion and bigger baskets.

Enrich customer profiles

Capture valuable notes and personal preferences and enrich customer profiles post-visit by saving these to their 360° profiles in CRM/CDP.

Enrich customer profiles
Communicate post-visit

Maintain engagement with customers post-appointment by sending personalised follow-up messages, updates, and product recommendations based on their visit.

Communicate post-visit
Enrich customer profiles

Capture valuable notes and personal preferences and enrich customer profiles post-visit by saving these to their 360° profiles in CRM/CDP.

Communicate post-visit

Maintain engagement with customers post-appointment by sending personalised follow-up messages, updates, and product recommendations based on their visit.

How other Mercaux Solutions support Appointments

We've crafted our task management system to be more than just a standalone product. It seamlessly integrates with our existing solutions, enhancing their effectiveness and driving tangible results for our customers' businesses.

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