Retirement wealth advisors, tax accountants, and many other finance professionals can enjoy the ease an appointment system brings to each day all while reassuring clients that they’re being looked after. Allow clients to see your full list of services and choose from the times you make available without seeing the other clients you have on your schedule. Send private links to allow clients to only book at certain locations or allow clients to see all the locations you’re available at.
Use the embedded appointment scheduler below to try out setting up an appointment online as if you were a client. You can also try to schedule meetings online on the mini website that comes with each account:
Keep track of all of your clients appointments in one easy-to-use online scheduling system. Take internal notes after your meetings so you can be more prepared for your next face-to-face & more organized in helping your clients reach their financial goals.
Click the button below to try out scheduling an appointment as if you were a client:
Book a Dummy Appointment
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