Advisor Scheduling Software
Financial advisors such as retirement advisors or investment advisors need to offer their clients the highest level of service at all possible times. This means allowing clients to schedule when they would like to come and see you, rather than when it is convenient for the advisor. So today you need the right financial advisor scheduling software or retirement appointment scheduling software.
Appointment-Plus is the financial advisor scheduling software or retirement appointment scheduling software you should seriously consider getting. It will manage all of your appointments with clients keeping you on track to another successful day. As an additional bonus your clients can schedule their own appointments at a time that suits them when you have Appointment-Plus.
Because it works through the Internet, you don't have to worry about the expensive and troublesome issue of trying to network all of your computers with Appointment-Plus. This is why many financial advisors are using Appointment-Plus as their financial advisor scheduling software.
An important feature of the system is that it comes with built-in user access types. This means that you can control what church members, and administrators of the church group can access when they log into the site. Examples of user access types are:
- Limiting a client to only see the appointments they have booked in for when they log in.
- Allowing a front desk or answering service to book office space, but have limited access to other parts of the system.
- Allowing view-only access while restricting the ability to cancel or change appointments.
Here are some additional features of the system:
- Daily appointment reports
- Automatic e-mail appointment reminders that you can customize
- Outlook export
- Sales tracking
- Recurring staff appointment scheduling
- Classes/events
- Works through your own Web site or you can use Appointment-Plus as your Web site
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