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Read our review guidelines.
- Easy to use platform for non-technical people
- It offers real-time communication tools
- It is a cloud-based software accessible through the internet
- It offers a card-based interface for scheduling
- Limitations in customizing scheduling
- It does provide in-depth reporting capability
Finding a way to schedule appointments accurately as a professional service provider is crucial. The last thing you don’t want is to double-book your high-end clients and miss that opportunity.
However, with workplace appointment software, you can streamline your scheduling and provide a smooth client experience.
Now, one software that has gained a reputation is Soon. It is a SaaS workflow automation platform that helps teams schedule tasks with priority.
It also syncs client appointments with your Google Calendar or iCloud automatically. However, how does the software work, and will it offer value for money?
Let’s find out in this Soon review.
SMB Guide’s Evaluation Factors for Soon
At SMB Guide, we follow a set of criteria when evaluating an appointment and scheduling software. Here are the factors we considered in this Soon review.
- Pricing & Plans
- Appointment Workflow Automation
- Customization Options
- Calendar Management Features
- Automated Reminders and Notifications
- Client Management and Communication
- User Interface and User Experience
- Integrations, Compatibility, and Supported Platforms
- Customer Support
Pricing & Plans
Soon offers three pricing packages. Each plan comes with a free trial period of 30 days. However, the platforms lack a free plan and a money-back guarantee.
The plans offer decent features, and given its SaaS software, it is accessible remotely through an internet connection.
Here are the packages:
An entry plan that you can choose to pay monthly or annually.
- Monthly: €10 per user
- Annually: €8 per user paid monthly
- In-app support
- Leave management
- Shift and intraday scheduling
- Real-time Outlook and Google Calendar integration
- Automated shift scheduling (beta)
Who it’s for: A plan that fits teams looking to schedule their tasks better and enhance collaboration.
A mid-tier plan offering more advanced features than the Team plan.
- Monthly: €20 per user
- Annually: €16 per user paid monthly
- Priority support
- Dedicated intraday scheduling view
- Outlook and Google Calendar event mapping
- Advanced auto-scheduling options(beta)
- Intraday tracking and coverage requirements
- Everything on the Team plan
Who it’s for: A plan that suits scaling businesses looking to optimize operations and boost productivity.
It is the top plan offering white-label features.
- Dedicated success manager
- SSO and directory sync
- Custom integrations and data retention
- Private cloud environment
- Premium support channel and SLA
- Everything in the Business plan
Who it’s for: A plan that suits large enterprises that need to stay compliant and meet regulatory requirements.
Appointment Workflow Automation
Professional service providers will find that Soon excels at appointment booking, confirmation, and follow-up.
It offers a smooth experience for clients who need speedy booking options.
Soon automates appointment assignments to team members that have the expertise and availability.
You have the option to set the conditions for appointment distribution among team members. It helps utilize team members better and enhance client satisfaction.
Setting recurring appointments is also an option Soon offers, where professional service providers can set a duration or frequency.
The software then updates the appointment to the calendars automatically. It leaves an option of modifying individual cancellations or other multiple occurrences.
Soon allows you to provide clients with self-service booking options online. Through the platform, clients can conveniently book, cancel, or reschedule appointments at any time.
Additionally, you can embed a booking widget on your landing pages or social media handles for seamless access.
After the client books an appointment, Soon allows you to send follow-up messages, such as satisfaction surveys.
Soon provides extensive customization options tailored to meet your specific needs. Professional service providers can set their booking rules on an appointment, like payment options, lead time, and more.
Not only that, you can set location or service type conditions to ensure clients follow the terms.
Before an appointment or after, Soon allows for adding buffer times to help in preparation. It comes in handy in reducing overbooking, which can become overwhelming to the team members.
Soon gives you the option to set the availability of your appointments, providing flexibility and control over your schedule.
Soon allows you to pick a date and hour to schedule an appointment. Not only that, you can sync your availability with Google Calendar, iCloud, or Outlook to find the ideal time slots for clients.
Soon provides a scheduling page that you can customize to your liking. You can upload a font, logo, or theme that matches your brand.
You can also write, copy, and add custom questions and fields to your landing page.
Calendar Management Features
Soon incorporates a shared calendar feature, allowing you to easily view your team members’ tasks, availability, and client appointments for efficient collaboration.
Moreover, you can filter through each team member’s services, location, and status using Soon. The platform enables you to switch seamlessly between daily, weekly, or monthly task views for enhanced organizational flexibility.
It gives team leaders a holistic view of the team’s capacity. Soon also supports various time zones and automatically converts them to the client’s local time.
This feature helps prevent confusion with clients located in different time zones. Scheduling and rescheduling appointments on Soon is also simple.
Clients can access their appointment calendars by clicking on the link from the SMS or email. Professional service providers can also set cancellation policies, such as the fees or refund policy.
Once an event happens, the software updates the calendar and notifies both affected parties. Soon also integrates with Google, Outlook, and iCloud.
The software also allows for data importation from third-party tools like Zoom.
Automated Reminders and Notifications
Soon enables you to send timely and relevant notifications and reminders. You have the flexibility to choose a specified time frame, such as 12 hours, 6 hours, or 1 hour before the scheduled event.
The software can also help send confirmation requests to clients, prompting them to cancel or confirm their appointments.
It is a helpful feature that can lower last-minute changes in plans. Soon can also help send admin notifications to team members through email, in-app, or SMS.
It is an essential feature for keeping the team informed on client schedules. Soon also provides automation templates for sending reminder messages.
One thing to note is that the pre-written message is customizable to fit a scenario or specific event.
Client Management and Communication
Within the platform, you can conveniently store and access client data in the Soon database, streamlining your information management process.
You can view the client notes, contact info, and appointment history there. Not only that, you get the option of adding filters and tags for sorting the data.
It comes in handy in tracking client interactions and services requested.
Soon also has an in-app messaging feature that clients and team members can use for communication. You can create a group chat and broadcast the message to others.
The app also gives you an overview of the message status and history. Besides the in-app messaging feature, you can use email and SMS to send reminders.
User Interface and User Experience
Soon has a modern interface with an easy to navigate dashboard. At the top of the dashboard is a search bar that you can use to find any feature or task quickly.
The dashboard also consolidates and displays all the data in colored graphs and charts. Team members can view their task risk level and status in varied colors.
Customizing the tasks is also easy, as you can drag and drop them if you need to reschedule or reassign. The themes and fonts are also customizable, where you can pick a size or color that matches your brand.
Onboarding on Soon is also seamless. The software provides clear instructions on signing up, importing data from other platforms, and more.
Integrations, Compatibility, & Supported Platforms
Soon integrates with the common communication and collaboration tools like Stripe, Zoom, Google Calendar, Outlook, and more.
The platform offers an API for integrating custom applications for data.
Now, the software is web-based, meaning it is accessible from any browser running on Windows, Linux, or macOS.
However, Soon doesn’t offer a mobile app, making it not accessible on the go.
Soon provides three channels for reaching customer support. They include live chat, email, and ticket. The live chat is the quickest response, taking 3-5 minutes, while email and tickets take up to 6 hours.
The software also provides a help center and a blog full of guides on the inner workings of the software. The platform also has Facebook and X (Twitter) pages, but they’re not as interactive as competitors.
Soon – Unique Features
Besides the appointment and scheduling features, Soon provides two features that stand out.
QR code and barcode scanning
The platform allows you to generate a QR code or barcode for each appointment. Subsequently, you can utilize a dedicated device scanner to scan a client’s code, and Soon will automatically update their details, ensuring a seamless and efficient process.
Not only that, you can print the barcodes for webinars or other events and send them by SMS or email.
Soon uses a card-based interface when displaying tasks, schedules, and events. The software organizes the cards clearly where each contains data, like date, location, time, notes, and participants.
Not only that, you can drag and drop the cards or swipe them to rearrange them.
What the Experts Say About Soon
Looking at Soon’s reviews from experts and users on G2 shows the software holds its own. Here is what they said about the software.
A marketer, Yosua O, said, “The platform is easy to use, where the features work even if you don’t have tech skills. The number of integrations is also impressive given most competitors slack here.”
An Applications Support Coordinator, Myrddin E, said, “We used to struggle with coverage in our call center because of the workload. Soon helped automate most common scheduling tasks, like checking coverage, trading shifts, and handling leave. Now our call center has improved drastically.”
SMB Guide’s Verdict for Soon
Our Soon review shows that professional service providers will find it helpful as an appointment workflow software.
It simplifies scheduling by automating most processes, providing a smooth customer experience. It is for this reason it scores an 8.6 out of 10.
Soon integrates with common communication and collaboration softwares, like Google Calendar, Zoom, Outlook, and more.
Within the platform, you also have access to an API that allows seamless integration with custom systems, providing flexibility and adaptability to meet specific requirements.
The platform also has unique features like a card-based interface that helps organize tasks. Combining all these features makes Soon suit teams looking for seamless shift scheduling and improved communication.
We understand that not every professional service provider will find Soon comprehensive enough for their needs.
Here are three alternatives that offer what Soon lacks.
Connecteam is a SaaS work management platform that helps teams collaborate on projects. Similar to Soon, Connecteam offers a customization option where you can upload a logo, font, or color that matches your brand.
However, unlike Soon, Connecteam provides a mobile application that teams can use on the go for Android and iOS.
Not only that, Connecteam offers a free entry plan in its packages, unlike Soon. It makes it fit remote teams that need streamlined communication and scheduling.
When I Work
When I Work is a SaaS employee scheduling software that helps teams track their projects. Similar to Soon, When I Work offers a group scheduling feature where you can create schedules for team members and allow them to swap shifts.
However, unlike Soon, When I Work offers the feature through a mobile app. Similar to Soon, the When I Work entry plan is not free and costs $2.50 per user.
One thing to note is that the plan is cheaper compared to Soon $10. It makes When I Work fit enterprises that need a balance between management visibility and employee empowerment.
Deputy is a SaaS scheduling platform that helps teams manage their tasks. Deputy shares similarities with Soon is scheduling, where you can create, share, and sync them with a calendar.
Deputy also charges $3.50 for its entry plan. However, the package is cheaper than Soon, which charges $10.
It makes Deputy suit teams looking for a scheduling and time attendance solution.
Get Started with Soon
Soon delivers as a workplace management platform that professional service providers can use. Its selling point is in generating unique barcodes and QR codes for each client when they book an appointment.
Not only that, it allows you to print the barcodes to use them for events like webinars. However, the lack of a mobile application is a shortfall for those on the go, but overall, it is a decent software.
We recommend Soon because it offers the needed features such a tool should have.So, sign up to Soon and get started with the free trial of 30 days!
Is Soon scheduling free?
Soon doesn’t offer a free plan, but they have a free trial period of 30 days. The platform also offers users customized packages depending on their needs.
What payment options does Soon accept?
The platform accepts credit cards and SEPA direct debit. If you subscribe for the annual payment, Soon sends an invoice and, from there, accepts a bank transfer.
What channels of support does Soon offer?
Users can reach customer support through a live chat, email, and ticket. The live chat is the quickest and responds within minutes.
Choose a better way to organize your team's schedule with Soon
Product Brand: Soon Technologies B.V.