Financial Advisor Appointment Software

Online Appointment Booking Software for Financial Advisors

Financial Advisor Appointment SoftwareAs a financial advisor, the majority of your time is spent with your clients and figuring out solutions for their needs. Some appointments can last for a couple hours at a time pending on your client’s needs. This can create difficulties in growing your business when you are unable to reach the phone. Missed calls could mean you are missing out on potential new clients. Finding the right balance can be difficult if you are just starting out. Everyone wants to deliver exceptional service to their clients, but also want to grow their client base at the same time. Online appointment booking software gives you the ability to do both!

Try GigaBook’s Financial Advisor Appointment Software

When you offer online appointment booking through GigaBook, you are able to focus on your current client while having the peace of mind that new clients are still booking appointments with you. With GigaBook, you are able to create a custom booking widget that integrates with your current website, where your clients are able to schedule appointments with you or your staff. GigaBook will send notifications and reminders through text and email to your clients about their scheduled appointments. If you have clients that you meet with regularly, you can set reoccurring appointments with those clients. When unexpected events come up, you are able to easily reschedule appointments and notify your clients of the change.

With GigaBooks Online Appointment Software you can:

  • Create a booking widget that can be integrated into your website.
  • Send your clients notifications and reminders through text message and emails.
  • Easily set reoccurring appointments.
  • Reschedule appointments if necessary.
  • Create invoices and send them to clients.
  • Create to-do lists to increase efficiency within your business.