Appointment Apps For Financial Consultants

Online Appointment Scheduling Software For Financial Consultants

Appointment Apps For Financial ConsultantsAs a financial consultant you have a variety of services you offer to your clients and with that, are you tired of having to answer the question of, “when are you available?” Online appointment scheduling with GigaBook can eliminate that headache for you and create numerous efficiencies within your appointment process and throughout your business. Imagine being able to get your life back by allowing your appointments and reminders to be managed automatically. Your clients are looking for an easy and user-friendly booking process, online appointment scheduling with GigaBook, you can do just that! 

Try GigaBook’s Financial Consultant Appointment Software

With GigaBook, you have a fully customizable platform that can be accessed from anywhere on any device. By staying connected with new and current clients leading up to their scheduled appointment, you can turn no-shows into always shows. Notifications and reminders can be sent through text and email and can be managed automatically. Accept appointments right from your existing website, social email and through your email signature. With GigaBook, you can also accept payments for bookings made. GigaBook integrates easily with your website, in just minutes you can turn your website into a real-time booking engine and having it turn from static to transactional. 

GigaBook does more than just appointments! If you offer courses or seminars in financial counseling, you can schedule those and have multiple clients attend your course. With GigaBook, you can easily manage invoices created and sent to clients. You can create efficiencies within your business by using the To-Do list and project management tools. With these tools you can accomplish more throughout your day, you can also assign projects to team members and track their progress up to their completion. GigaBook lets you keep your finger on the pulse of your business, while also providing peace of mind and eliminating the back and forth with your clients trying to schedule with you. 

With GigaBook’s Appointment Software you can:

  • Use your existing website to accept appointments through. 
  • Accept payments with bookings. 
  • Send notifications to your clients through text and email. 
  • Sync with third-party calendars such as Google and Outlook. 
  • Create projects and to-lists for team members. 
  • Access your GigaBook platform from anywhere. 
  • Have the ability to accept appointments 24/7.