Plutio - Cogsworth integration to book more appointments

Cogsworth integration to book more appointments

November 23, 2020

Does your business use Plutio to streamline the functions of your business? We have good news for you! Appointments are now made easier with the integration of Cogsworth. More appointments mean more business.

Keep reading to find out more about Cogsworth's integration with Plutio, how to get more appointments, and the benefits to you!

Integration With Plutio

Firstly, let's explore how integration with Plutio creates an all-encompassing project management system. With Plutio, you can manage projects and tasks through project boards, time tracking, professional invoices, stunning proposals, a feature-filled inbox, interactive forms, and customer relationship management.

Cogsworth comes together with Plutio so that your workflow is easier and more productive.

Embed Cogsworth to Vital Areas of Business

One of the easiest ways to streamline appointment booking is by embedding Cogsworth's scheduling onto important areas of business. This includes having a dedicated page for booking appointments on your website.

Embedding such services on your site allows customers to easily find and book as soon as they discover your services. It gives them a look into what exactly they are getting from you with the immediate opportunity to schedule.

You can also embed Cogswoth scheduling into your email signatures. When you send out emails to customers, they have the opportunity to book straight away without any searching for further information.

In addition, you'll be able to use this embedded service to track where your customers are coming from. Did they come from an advertising email or from your site? These analytics can help you figure out what your most effective efforts are a marketer's best friend.

Proposals, Contracts, and Invoices

Plutio offers beautifully designed proposals, contracts, and invoices. With Cogsworth integrated, you can offer clients the ability to schedule straight from these places.

Offering scheduling on invoices is likely to attract recurring appointments. It also offers them the opportunity to schedule again with the same team member.

Recurring Appointments

Make it easier to set up recurring appointments as well. When customers have the option to schedule multiple appointments in advance, it takes away the chance that they will forget or think about going somewhere else.

Setting up a schedule is convenient too. It takes away the effort that you or your customers will have to set up multiple appointments.

Synced Calendars

With Cogsworth, you'll have the chance to sync your calendars together. This will ensure that you never double book or cause an error in scheduling. You can sync your Google, Office 365, and Cogsworth appointments directly into your Plutio app.

You can also sync multiple calendars of your staff, to make sure no one in your team can be double booked.

Customizable Scheduling

Through Cogsworth and Plutio's integration, you'll be able to put in each employee's availability, services they offer, and many more customizable options. You'll even be able to ask your customer whatever questions you desire.

This also offers the customer the opportunity to schedule with a certain person. When you have multiple people on your team, you can make scheduling with each of them simple.

First Time Prospect Services

Another great way to get more appointments is by offering special services to your first-time customers. It is vital that you get a customer's experience right the first time.

You can improve your chance to make a great first impression by offering services like 15-minute consults or walkthroughs so that they can learn all about you and your business. This will take a lot of the anxiety away from booking you again.

Use SMS and Email

Utilizing SMS and email can greatly enhance your scheduling needs and provide a handy service to customers. You'll be able to send out automatic alerts when an appointment is scheduled, rescheduled, canceled, recurring bookings are made, reminders, and more.

In addition, this will give you a database of those who have scheduled with you. Customer information can be a wonderful source for any business.

In the Plutio Inbox

When appointments are scheduled, you'll get an alert directly into your Plutio inbox. Even when you've synced your calendar, you'll never be surprised by an unexpected appointment on the schedule.


On average, 32% of customers don't show up to their appointments. That is lost time and money for you. Cogsworth allows you to set SMS and email reminders about appointments.

These are completely customizable for your business. When you use reminders such as these, the average drops down to 7%.

Existing Customers

Now that you have a database of phone numbers, emails, and other important consumer information, you can use it to your advantage. The probability of converting an existing customer is 60-70% while converting a new customer is 5-20%.

This just goes to show how important it is to focus on customer retention. You already have their information, it's time to reach out! Sending out advertisements that include scheduling options can have a positive impact when it comes to how to book more appointments.

Why Use Cogsworth With Plutio

These are just a few simple tips on how you can get more appointments with Cogsworth's integration. The amazing thing about Plutio and Cogsworth coming together is that it offers such a complete set of functions to help manage your business.

A better run business is likely to attain and retain business. When you are organized and user friendly, you are optimizing your potential for success. It is project management made simple and effective.

More Appointments, More Business

It doesn't take a genius to figure out that when you have more appointments, you get more business. More business equals more customers and more money for you. Cogsworth's integration with Plutio makes it simple for you to reach your project management goals.

These tips and tricks can take you far. It's time to start implementing them! If you have any questions, please reach out. Visit Cogsworth Scheduler today for more information!

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