Meetings

Streamline Client Meeting Scheduling with Real-Time Availability

Automate the process for setting meetings to reduce back-and­forth and enhance client engagement.

Powerful Scheduling Features

The scheduler tool offers real-time availability via integrated calendars, enabling clients to book appointments that align with your schedule.

Real-Time Availability
Real-Time Availability
The scheduler tool offers real-time availability via integrated calendars, enabling clients to book appointments that align with your schedule.
Eliminate Back-and-Forth
Eliminate Back-and-Forth
ClientTether’s scheduling tool enhances engagement by reducing the back-and-forth typically involved in scheduling.
Save Time
Save Time
Save time and ensure no opportunities are missed due to scheduling conflicts.
Improve Satisfaction
Improve Satisfaction
By automating the scheduling process, CrientTether improves client satisfaction and ensures seamless appointment booking.

Support for All Meeting Types

The system supports various meeting types, accommodating diverse client preferences.

Meetings

In-Person Meetings

Automatically ensure appropriate travel time needed before and after in-person meetings, using location tools indicated within the scheduler settings.

Phone-Calls

Phone Calls

Accommodate diverse client preferences for voice-based consultations, phone meetings and follow-ups.

Video-Calls

Video Calls

Support remote face-to-face interactions, including video call meetings wherever work takes you.

Seamless Calendar Integration

Integrate with Coogle and Outlook calendars to ensure all meetings are synchronized across platforms and minimize double bookings.

  • Check Icon Google Calendar Sync
  • Check Icon Outlook Calendar Sync
  • Check Icon Prevent Double Bookings
Calendar Integration

Brand Every Document with Client-Specific Details

Customize documents with client-specific information, branding and formatting to ensure every interaction is professional and consistent.

Smart Geographic
  • Geographic Icon Geographic Proximity Checking When scheduling in-home meetings, our scheduling tool automatically checks for geographic proximity to existing appointments.
  • document Icon Travel Requirements Offer appointments that fit within the travel requirements set to optimize daily schedules up front.
  • time Icon Save Time and Overhead This saves our clients time and the overhead of needing to check and reschedule appointments each day.

Key Benefits of Automated Scheduling

Deliver powerful benefits across your franchise by automating the entire scheduling process.

Never Miss an Appointment
Proposals with E-Signatures

Save time and ensure 
 no opportunities are missed due to 
scheduling conflicts.

Improve Satisfaction
Improve Client Satisfaction

ClientTether ensures By automating the scheduling process, ClientTether improves client satisfaction.

Goal tracking and performance optimization
No Missed Opportunities

ClientTether ensures that no opporunities are missed due to scheduling conflicts.

Chat messages icon representing customer communication
Prevent Scheduling Conflicts

By automating the scheduling process, ClientTether ensures that no opportunities are missed due to scheduling conflicts.

Real-Time Availability
Optimize Daily Schedules

This saves our clients time and the overhead of needing to check and reschedule appointments each day.

Ready to Streamline Your Client Scheduling?

Experience the power of automated meeting scheduling with real-time availability and smart travel optimization.

Team Performance

Frequently Asked Questions

ClientTether's scheduling tool enhances engagement by streamlining the process for setting client Meetings. The scheduler tool offers real-time availability via integrated calendars, enabling clients to book appointments that align with your schedule, reducing the back-and-forth typically involved in scheduling.

The system supports various meeting types, including in-person, phone, or video calls, accommodating diverse client preferences.

Yes. The scheduling tool integrates with Google and Outlook calendars, ensuring that all scheduled meetings are synchronized across platforms, minimizing the risk of double bookings.

The system can help users ensure appropriate travel time needed before and after in-person meetings is considered using location tools indicated within the scheduler settings.

When scheduling in-home meetings, our scheduling tool automatically checks for geographic proximity to existing appointments, and then only offers appointments that fit within the travel requirements set to optimize daily schedules up front - rather than behind the scenes. This saves our clients time and the overhead of needing to check and reschedule appointments each day.

By automating the scheduling process, ClientTether helps users save time, improves client satisfaction, and ensures that no opportunities are missed due to scheduling conflicts.