Financial services often deal with money, and everyone knows that time is money for businessmen and people whose revenues depend on time organization. Consequently, a time appointment solution that saves time AND money is especially beneficial!
Customise your own siteMany more templates available
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Choose from a variety of templates
Design a professional and customized look for your booking website. Choose from our beautiful brand new fully responsive templates to fit your company brand. You can even choose the most convenient way for your clients to see your booking availability such as by class, time or staff.
- Adjust colors to match your brand colors
- Insert your own logo
- Insert your own background image or choose from our free library
- Add photos of staff and services
- Gallery of photos from your business
SimplyBook.me is exactly such system because it will help financial companies to save their own time as well as their clients time. Managing appointments with customers is one of the key priorities in any bank, insurance company or accountancy firm. In order to plan a meeting accurately, the receptionist has to consider the client's schedule as well as the working hours of the financial advisor, but in a company with dozens of staff members it can become cumbersome. As a result, companies need to hire several receptionists when we can offer a better and more efficient solution.
SimplyBook.me scheduling software will help you:
- To create an online calendar with the availability of each professional. When selecting a service, clients will see a list of professionals and after selecting a service provider, the specific calendar of provider will open.
- To add a booking calendar to your own website. Having an option to reserve an appointment right from your website will become a convenient solution for your clients, who are always busy and have no time for phone calls. Such policy will also save a lot of time for your secretaries or receptionists.
- To notify your clients automatically when the booking is made, modified or cancelled via text message or email.
- To track your progress and reservations with the help of advanced reports with variety of filters like date, service, client or provider.
- To easily edit and make bookings from the admin interface.
- To allow each of your staff to look into the system and see only their own schedule and appointments.
SimplyBook.me online scheduling software suits perfectly for various financial services including banks, credit unions, accountancy companies, stock brokerages, credit-card companies, investment funds, consumer-finance companies, insurance companies, etc. With the help of our online calendar maker, you and your business will make booking much more easier for everyone. An automated booking process can increase the level of trust to your business and also attract new clients and improve the reservation experience of the existing ones. Do not hesitate to contact us for more information!
See what our happy users think of SimplyBook.me
“SimplyBook.me has reduced our monthly costs, increased our number of online bookings, and has helped us better communicate to our patients by customizing the email and notification preferences to suit our needs,” states Jared. “SimplyBook.me made it super easy for our patients to book appointments, and it is even easier for us to manage our bookings in an efficient manner.”
Dr. Mitchell J. Mandel
I have been using SimplyBook.me now for over four years and I would not be able to operate my business without this invaluable tool. From the versatility of the plug-ins, the ease of operation, the seamless 'fold-in' with Wordpress, the high customer satisfaction due to confirmations & reminders (by both email and text message) and the management, backup and support from the SimplyBook.me team, I would not be where I am today without this integral part of my massage business. I and my whole team use each booking 'comments' section to keep treatment notes on our clients for each and every session. I love that this is there and that we can view and download entire report histories on each Client. Thank you SimplyBook.me for such a cost effective and incredible tool.
Before using SimplyBook.me, scheduling interviews and meetings was taking up more than two hours a day. Today we simply send people a link to the booking calendar and people find a time that is convenient for them and book themselves. That is time saved that can now be dedicated to working for our clients. I would absolutely recommend SimplyBook.me to anyone whose work involves scheduling a lot of calls or meetings.
Executive Search Consultant and Owner
If you’re thinking about getting an online booking system don’t even think twice about it, just do it. I hate phoning companies to establish appointments. I'd rather just look for myself and book myself.
I think many could benefit from using a booking system like SimplyBook.me: doctors, gynaecologists, all medical practitioners, and salons. I love SimplyBook.me, wouldn't use anything else to be honest.
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