How important is user experience in your software choice? *

Very important

Kind of important

It's not a huge deal

Not important

How important is it for you to be able to send text message reminders for appointments? *

I’d love to text my clients reminders or updates automatically.

Email reminders are fine—I can build that into my system.

I wouldn't base my decision on this

How important is automation in your business? *

I want to automate everything—follow-ups, form reminders, and complex workflows.

I’d like some automation, but I prefer to keep things simple and intuitive.

I’m not sure yet—I just want the essentials like contracts, invoices, and schedulers to go out automatically.

What’s your comfort level with tech and customizing systems? *

I love tinkering and setting things up exactly how I want.

I want a clean, easy-to-use setup that works right away.

I’m somewhere in between—I don’t mind learning, but I don’t want to be overwhelmed.

How much control do you want over your client experience? *

I want to customize every part of my client experience

I want to deliver a consistent client experience with opportunities to customize things built into the system. I'm ok with some of it being manual to ensure that the client experience is exactly the way I want it.

I want to start simple and add things on as I go.

What matters most when choosing software for your business? *

I want an intuitive and simple user experience

I want flexibility of automation and to have more automation options. User experience is less important to me.

Do you live outside of the United States and Canada? *

Yes

No

Do you work with clients outside the United States and Canada?

Yes

No

Do you often book appointments where the appointment date should be the project date? *

Yes

No

Do multiple people on your team need to book appointments?

Yes and I'd rather not use a different scheduling tool.

No. I'm the only one.

Yes, but I'm willing to use a different scheduling tool.

Do you need a mobile app? *

Yes and I want to be able to do everything that I can do in the desktop version on the app.

Yes, but I don't have to be able to do everything on the app. I still use my desktop/laptop computer some of the time.

I don't do work on my cellphone.

Let's talk about client booking experience. If clients have to login to their client portal to book and make payments, is that a big deal to you? *

I don't like clients to have to do that to complete forms and pay invoices.

it's not a big deal to me.

I prefer that they have to log into their portal to complete forms, sign conracts, pay invoices, etc.

First Name

Email *

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