Make your appointment booking process more efficient with AppointmentPlus
Financial professionals such as retirement planning advisors, financial planners, or investment advisors need to offer their clients the highest level of service at all possible times. Part of this means providing clients and prospects the convenience of booking appointments online.
AppointmentPlus is financial planning and scheduling software that manages all of your client appointments, keeping you on track throughout your day.
Here are some of the features of the system:
- Run daily or weekly appointment reports
- Send email and text appointment reminders
- Sync with Outlook or Google Calendar
- Provide large group on-site training sessions
- Track client booking history
Schedule your free demo today