Appointment Scheduling
by Coconut Software · CRM and customer experience · Saskatoon, Canada
Client booking with calendar sync and reminders
What Appointment Scheduling is used for
- Schedule in-branch and virtual appointments with advisors
- Match each client to a suitable advisor
- Send appointment confirmations and reminders to reduce no-shows
- Keep staff calendars in real-time sync
- Send scheduling data to business intelligence tools
Who Appointment Scheduling is for
- Banks
- Mutuals and credit unions
About Coconut Software
Appointment scheduling, lobby management, video banking and branch workforce software for banks.
Coconut Software in the vendor registry: its products, features and similar vendors.
Also by Coconut Software
- Lobby Management: Branch queue management to reduce wait times
- Workforce Management: Demand forecasting and staff scheduling for branches
- Video Banking: Embedded secure video meetings with advisors
- Meet on Demand: Instant connection of customers with available advisors
- Reporting & Analytics: Branch performance metrics and insights
More in this category: CRM and customer experience software for financial services.
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