Scheduler Module Solution
Optimize your appointment management with our Scheduler module. Schedule appointments, set reminders, and manage your agenda simply and intuitively with features like calendar integration and automatic reminders across multiple channels and easy-to-use interfaces. Improves coordination and time management adapted to the financial services sector.
How the module works?
All you need:
- Bank Accounts Connected
- Documents added
We offer you:
- Schedule an appointment in office
- Schedule a virtual appointment
- Reschedule an appointment
Features that make us unique
It allows you to schedule appointments and events in an efficient and organized way. The solution features a calendar integration for easy scheduling, automated reminders to ensure users don’t miss.
Calendar integration for scheduling
Automated reminders
Virtual Meeting Integrations
Appointment history and records
Calendar Integration for Scheduling
- Customers can choose the type of service or consultation the require (e.g., tax consultation, audit discussion, loan application review).
- Allow customers to select their preferred date and time for appointments.
Automated Reminders
- Send automatic reminders about upcoming appointments.
- Notify both parties of any changes or cancellations to the appointment.
Virtual Meeting Integrations
- Integrates with popular video conferencing tools to make virtual appointments easier.
- Automatically generate and share meeting links for virtual appointments.
Appointment History and Records
- Maintains a record of all previous appointments, including date, time, professional involved, and purpose.
- Allows clients and professionals to easily retrieve details of previous appointments.