Increase efficiency, team productivity, and client satisfaction by using online scheduling for your prospect and client appointments.
Convey a professional image
Clients expect a lot from the firms they entrust to manage their money. Show your clients that you value their time and their needs with online scheduling. Customers will be impressed by the ease of making an appointment and the automatic email and SMS notifications. Your team members can effortlessly keep track of their meetings and give your clients a better customer experience.
Easily meet your obligations to your clients
Online scheduling ensures that your team members are accessible to your clients while still allowing them to balance their other commitments. Clients can see your team members’ availability and book a time within the guidelines set by your team members. Clients will appreciate the transparency and will never be stuck wondering when someone can meet with them.
Optimize staff and schedules
Online scheduling integrates with your current business processes, making them more efficient. When a prospect makes a booking with your firm, you can ensure that they are sent to the right team member and that the bookings are assigned according to your preferences. When an existing customer makes a booking, they can schedule directly with the team member with which they have a relationship, according to the timetable and preferences set for them. All activity is available in reports, providing full transparency into the booking activity of your team.