Nobody likes waiting. Whether it’s in-line or on the phone – or even to get an email reply – waiting is a waste of time.

Make your clients happy by providing them with a web-based appointment scheduling system. Client meetings are one of the best ways to build trust and relationships with clients and prospects, so you must make it easy for them to book an appointment.

These are all the benefits of offering online appointment scheduling. Online appointment scheduling:

  • Puts the power back into your client’s hands.

  • Helps you manage your clients on the go.

  • Automatically syncs with your online calendar.

  • Makes it easy for clients to pick specific topics or advisors.

1. Puts the power back into your clients’ hands.

Everyone is busy these days! Many of us don’t have time during regular working hours to sit down and book an appointment by phone with our financial advisors. Also, we don’t want to waste time emailing back and forth to find an appointment time that works for both of us.

That’s where online appointment scheduling is perfect. Your client or prospect can see when you or someone on your team is available and simply pick a time and date that they know works for them—no stress, no hassle – just a quick and easy way to set up an appointment.

2. Manage your clients on the go.

Another benefit of online appointment scheduling, instead of using “old school” methods, is that you can access information about appointments easily from your phone! Depending on the type of online appointment scheduling software you select, you may have access to features such as:

  • “Follow-ups.” This feature provides a list of all your appointments and lets you follow up on them from your phone.

  • “Click-to-Schedule.” This feature enables appointments to be automatically placed on your calendar as they are scheduled.

3. Automatic sync with your google calendar.

Another great feature of online appointment scheduling is that appointments are automatically added to your Outlook or Google calendar once a customer selects an appointment time. So you never have to worry about forgetting a client appointment or accidentally double-booking yourself!

4. Make it easy for clients to pick a specific topic or advisor.

All parties will get more out of a meeting if they’re clear on what needs to be discussed. With online scheduling tools, when a client or prospect wants to set up an appointment, they can:

  • Select a time and date that works for them.

  • Indicate what financial matters they’d like to discuss.

  • Select an advisor that best suits their needs.

All of this helps cut down on no-shows and means the client and the advisor can be well prepared for their meeting!

We Can Help

Do you want to get started with an online appointment system but don’t know where to begin? Click here to schedule a meeting with us to learn more about online appointment systems.