For big decisions — a mortgage, a business account — members want to talk to a person. Appointment Scheduling lets them book branch or virtual time right from your profile.
Book in a click
Members pick a location or a virtual meeting, choose a time that's open, and book — no phone tag. Every booking also lands in your Leads inbox.
Personalize big-ticket relationships
Scheduling puts a name and a time on high-value conversations like lending and business banking, where a relationship closes the deal.
What's included
- Branch and virtual appointments
- Calendar invites and day-before reminders
- Subscribe from Google, Outlook or Apple Calendar
- Bookings become tracked leads
Frequently asked
Can members book virtual meetings?
Yes. Members can choose an in-branch or virtual appointment and pick from your real-time availability.
Does it sync with our calendars?
Bookings flow to your calendars: subscribe to your private appointments feed from Google, Outlook or Apple Calendar and every booking and cancellation appears there. Availability is set in the portal; reading busy times from your calendars is on our roadmap.