Schedule meeting online
InvestGlass provides a powerful, intuitive solution for scheduling meetings online, making it easier than ever to coordinate with clients, partners, and prospects. With integrated booking tools, personalized availability, and automated reminders, you can eliminate the back-and-forth emails and focus on what matters most: building strong relationships.
How to schedule an appointment online?
Define Meeting Goals and Availability
Identify the purpose of the meeting (e.g., onboarding, portfolio review, loan consultation) and set clear availability rules. With InvestGlass, you can sync your calendar, define working hours, and block specific time slots to ensure only relevant times are shown.
Customize Your Booking Page
Leverage InvestGlass’s intuitive tools to create a branded booking page. Add your logo, custom fields (such as meeting topics or client preferences), and integrate compliance-friendly consent forms. You can even apply conditional logic so only the right options appear to each type of client.
Automate Confirmation and Follow-Up
Once booked, InvestGlass automatically sends confirmation emails, calendar invites, and reminders to reduce no-shows. You can also attach personalized resources (e.g., onboarding guides, KYC forms, loan simulators) directly to the meeting invite. After the meeting, follow-up emails can be automated for seamless client engagement.
