Appointment Management
Delivering seamless, contactless experiences
Made By & For Financial Institutions
Our solution allows for easy implementation for in-person locations, call centers, or hybrid environments. Features like online appointment scheduling, self check-in, employee calendar integration, and automated reporting all work together to enhance your relationship management.
Lightweight. Lightning fast.
A refined appointment and channel management software for your organization
Each impression counts. Create extraordinary experiences with an intuitive appointment scheduling and check-in solution.
Our solution allows for easy implementation for in-person locations, call centers, or hybrid environments. Features like online appointment scheduling, self check-in, employee calendar integration, and automated reporting all work together to enhance your relationship management.
Easy Implementation
Appointment management has never been easier. Onboard new employees at any time in a matter of minutes, across all of your physical locations, call centers, and virtual environments.
Automated Reporting
Support effective manager utilization and oversight by identifying staffing gaps and wait times.
Skills Based Routing
Automatically assign the right representative based on service needs and calendar availability.
Outlook Integration
Utilize real-time availability of your staff to create a seamless experience for in-person or virtual meetings.
Website Widget
Enable consumer appointment scheduling through your website with a customizable embedded widget.
Kiosk & Contactless Check-in
Users can check-in or schedule appointments using a kiosk or personal mobile device. Keep consumers alert about wait times and direct them to appropriate services.
Skills Based Routing
Automatically assign the right representative based on service needs and calendar availability.
“It was very easy and intuitive to get our team up and running. We tried other scheduling solutions in the past and this is a simple solution that doesn’t require IT help when I need to make a change.”
Eric Mayer, VP of Branch Administration
Pioneer Federal Credit Union