金融服务、银行、保险公司、
经纪商等的排程应用程序

Item: SimplyBook.me
Rating: 5

不需信用卡

Customize your own Financial services Booking App

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.

无需设计技能
完全响应式
从多种模板中选择
置入您自己的 logo
添加员工和服务的照片
调整颜色以配合您的品牌颜色
展示您业务的照片库
影片教学

查看所有范本现在注册

您是否想从不同的平台获得更多在线预约？

立即整合主流平台，吸引来自四面八方的客户

Facebook
粉丝专页浏览我们的博客

符合品牌风格的
专属在线预约网站主题范本

ClassPass

Instagram 主页查看我们的帮助中心

在官方网站
加入预约插件＆按钮

Google 预订查看我们的帮助中心

All Booking Channels

友善且直觉的操作介面，无论是设置网站或是客户预约，都能快速上手。

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!

In order to handle such requests, the best solution is to invest in fast, efficient and easy scheduling software, where clients or potential clients can reserve time online and where the call center can quickly locate the correct employee to book while the client is on the phone. SimplyBook.me is designed to make scheduling easy and comfortable for our users and their clients.

透过 SimplyBook.me 一站式预约系统，让金融服务＆保险顾问等产业更有效率的管理预约排程！

在官网集成预约日历 ，让忙碌且没时间打电话的客户，轻松在网站中完成在线预约，不仅方便更省时！透过自动化预约管理，也能简化秘书＆柜台工作时间，无论客户透过什么渠道预约，都能第一时间找到适合的空档。
自动提醒通知 ，透过电邮＆SMS 短信发送提醒，当客户建立预约、取消预约或是预约即将到来时，双方都能收到第一时间的讯息！提醒通知的文案也能根据需求进一步定制！
独立员工排程表 ，每个员工可查看自己的日历，并且设置预约空档，自由安排预约项目。

专业的在线预约日历 ，让客户可以轻松三步骤完成预约：选择服务 -> 选择供应者 -> 挑选时间完成预约！
查看完整预约报表 ，我们提供筛选器，帮助您轻松查看客户预约记录，您可以利用报表追踪预约状态，或是将资料导出进一步管理。
简单易用好上手 的后台操作介面，视觉化管理，轻松点击完成预约网站设置！

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!

现在注册用互联网工具改变经营效率！
立即注册免费体验！

数位整合业绩加乘 - 定制品牌专属 App

品牌 App

弹性打造品牌专属 App！让您的顾客轻松安装品牌预约 App，直接透过 App 完成在线预约、修改预约排程、查看预约历史纪录＆购买礼品卡等。

管理者 App

透過 SimplyBook.me 一站式管理所有預約排程、建立新的預約、新增顧客資訊，隨時隨地自動化接單！接收預約提醒通知，不錯過每組預約客戶，在服務即將開始前，做好最完善的準備，提升顧客到店消費體驗！

应用程序

查看 SimplyBook.me 客户分享的使用好评

Richard Cornish

Birmingham City University

"With SimplyBook.me I can keep control and get reminders of the meeting. The system allows met to have a lot of meetings all fully recorded and managed without needing a PA. I have all the phone numbers and emails of my students in the system as well. I think all teachers could benefit from using the system and I encourage them to give it a try."
“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.” Read more Show less

Lauren Stiebing

Executive Search Consultant and Owner, LS International

"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." Read more Show less

Experience Our Automated Appointment Reminder System for 14 Days

SimplyBook.me 在线预约排程系统，提供公平且实惠的方案，您可以根据经营规模，挑选适合的方案。如果您的事业才刚起步，我们也建议您可以先试用入门免费版本，等到您有更多客户和营收时，再决定是否要升级您的 SimplyBook.me 预约系统。另外，我们也鼓励您多多尝试使用我们的排程软体，除了帮助您简化营运成本外，还能提升业绩！如果您有任何使用问题，欢迎随时与我们的在线客户支援取得联系，我们很乐意为您服务，提供更完整的操作说明。

现在开始免费试用！免费体验完整的在线预约功能，开始利用互联网经营管理！