Online appointment booking in Europe

Ditch the Scheduling Chaos: Why InvestGlass is the Ultimate Online Scheduling Tool for 2025

Tired of the endless email chains and phone tag just to book appointments? In today’s fast-paced world, an efficient schedule isn’t a luxury—it’s essential for growth. Poor scheduling leads to lost productivity and frustrated clients. This is where a powerful online scheduling tool becomes a game-changer, and InvestGlass is leading the pack by giving you greater control over your schedules and appointments, ensuring everything runs smoothly.

While standalone appointment software might handle basic booking, InvestGlass integrates appointment scheduling into a complete, Swiss-made InvestGlass CRM. It’s not just about letting clients book a meeting; it’s about streamlining your entire client relationship from the first interaction with powerful automated workflows.

Why Your Business Needs a Modern Scheduling Tool

Online scheduling software does more than just fill your calendar. It empowers your business and enhances the customer experience. For all business types, from financial consultants to service providers, the benefits are clear:

• Save Time and Boost Efficiency: Automate the booking process to eliminate back-and-forth communication. This frees up your team to manage high-value tasks.
• Improve the Client Experience: Give clients the autonomy to schedule appointments 24/7 at their convenience, directly from your website or through the secure client portal. This simple convenience can significantly boost client satisfaction and attract more clients.
• Reduce No-Shows: Drastically reduce missed appointments with automated email and SMS messages. You can also set policies like requiring a credit card or establishing cancellation fees to protect your time.
• Accelerate Your Sales Cycle: By enabling customers to schedule meetings instantly based on your real-time availability, you shorten the time from initial contact to a sealed deal, improving your lead management process.

You can try InvestGlass for free with no credit card required, making it easy and risk-free for your business to get started.

Beyond the Basics: What Makes InvestGlass the Superior Scheduling Tool?

Many tools offer a simple online booking page, but InvestGlass provides a suite of integrated features designed for a business that prioritizes security, customization, and a seamless client journey.

Feature	Standard Schedulers (e.g., Acuity, Square)	InvestGlass
Core Function	Standalone appointment scheduling.	Integrated CRM, PMS, and Client Portal.
Meeting Scheduling	Basic meeting setup, often limited to one type.	Advanced meeting scheduling for both virtual and in-person meetings, supporting multiple meeting types and integration with other scheduling needs.
Customization	Limited branding on the booking page.	Fully flexible, no-code tools to tailor intake forms, layouts, and branding.
Payments	Basic options to process payments.	Securely accept bookings with payments online via payment links (Stripe, PayPal, Apple Pay, Google Pay), including paid features like pre-paid packages and payment required at booking.
Teams	Limited or single-user focus.	Supports teams—multiple staff members can manage their schedules, coordinate appointments, and handle multi-staff booking.
Automation	Basic reminders for upcoming bookings.	Advanced scheduling rules and sales automation for lead routing, follow-ups, and KYC.
Ideal User	Small, service-based businesses, solopreneurs.	Financial advisors, banks, and regulated industries prioritizing data security and resource management.

Key InvestGlass Features to Revolutionize Your Scheduling

InvestGlass is more than just a calendar link. It’s an engine for growth.

• Smart Booking and Lead Routing: Don’t just book a meeting—book it with the right person. InvestGlass uses smart scheduling rules to assign new leads to the correct team member, a core part of our solutions for asset managers. Efficiently manage resources such as staff, equipment, or materials for events and appointments. You can also manage multiple locations, assign staff to different venues, and facilitate location-specific bookings for businesses with more than one physical presence.
• Seamless Calendar Sync: The robust Google Calendar sync (plus Outlook and iCal) prevents double booking and other scheduling conflicts, ensuring your availability is always accurate.
• Integrated Payment Processing: Process payments securely when clients book. Whether for one-on-one services, recurring appointments, or group sessions and classes, you can accept bookings and pay with ease. With POS hardware, you can also print receipts for customer transactions, providing a seamless checkout experience.
• Client App: Offer your clients a personalized, mobile-friendly client app that allows them to book, change, or cancel appointments, access their booking history and account information, and enjoy integration with social media platforms for a streamlined booking experience.
• A Foundation of Swiss Security: For any business in a regulated industry, data security is non-negotiable. This is especially critical during processes like digital onboarding, where sensitive information is shared.

Automated Workflows from booking page to client app

InvestGlass transforms your calendar into a powerful engine for growth with its automated workflows. Imagine a new lead fills out a form on your website; the system can instantly qualify them, assign them to the right advisor, and send a link to book a meeting—all without human intervention. These automated sequences handle everything from initial follow-ups to post-meeting tasks, ensuring no opportunity is missed and freeing up your team to focus on building relationships, not on administrative chores.

Integrations and Compatibility: Seamless Syncing for Modern Workflows

In today’s connected world, your scheduling software needs to work in harmony with the tools you already use. InvestGlass delivers seamless integration, making it easy for businesses to sync calendars, process payments online, and avoid scheduling headaches. With robust Google Calendar sync, you can say goodbye to double bookings and scheduling conflicts—your availability is always up to date, no matter how many appointments you book.

InvestGlass also supports Apple Pay and Google Pay, allowing clients to pay for services instantly and securely. This means you can process payments online with just a few clicks, streamlining your workflow and letting you focus on what matters most: your clients. Integration with social platforms like Facebook makes it even easier for clients to book appointments directly from your business’s page, expanding your reach and saving time for both your team and your customers.

Whether you’re managing a single calendar or coordinating across multiple locations, InvestGlass’s integration capabilities ensure your scheduling, payments, and client communications are always in sync. Spend less time juggling tools and more time growing your business.

Reducing No-Shows: How InvestGlass Keeps Your Calendar Full

No-shows can drain your revenue and disrupt your schedule, but InvestGlass is designed to keep your calendar full and your business running smoothly. Automated reminders and SMS messages notify clients of upcoming bookings, reducing the risk of forgotten appointments. Clients can easily reschedule or cancel through the platform, keeping your schedule flexible and up to date.

To further protect your time, InvestGlass allows you to set cancellation fees and require a credit card to secure bookings. These features not only reduce no-shows but also minimize the hassle of chasing invoices for missed appointments. With customizable scheduling rules and advanced resource management tools, you can optimize your team’s availability and ensure every slot is used efficiently.

By leveraging these powerful features, businesses can maximize bookings, reduce administrative headaches, and focus on delivering exceptional service to every client.

Online Booking and Payments: Streamlining the Client Experience

InvestGlass transforms the way clients interact with your business by offering a streamlined online booking experience. The customizable booking page showcases your services and displays real-time availability, making it easy for clients to schedule meetings, classes, or appointments at their convenience. With just a few clicks, clients can book appointments, select services, and pay using secure payment links or credit cards.

Thanks to real-time Google Calendar, Infomaniak and Microsoft 365 integration, every booking is instantly synced, eliminating double bookings and scheduling conflicts. This seamless process not only saves time for your team but also attracts more customers by providing a hassle-free way to book and pay for services online.

Whether you’re managing one-on-one meetings, group classes, or recurring appointments, InvestGlass ensures every step—from booking to payment—is smooth, secure, and efficient. Give your clients the convenience they expect and watch your business grow.

Who Can Benefit? Business Types and Industries Using InvestGlass

InvestGlass is built to serve a diverse range of business types and industries, making it the go-to appointment software for organizations of all sizes. From health and wellness providers like gyms, yoga studios, and medical clinics to educational institutions, financial advisors, and consulting firms, InvestGlass’s scheduling tools adapt to your unique needs.

The platform is perfect for businesses with multiple locations, offering centralized management of schedules, clients, and payments. Whether you’re a solo entrepreneur or part of a large enterprise, InvestGlass’s robust features—like resource management, automated reminders, and customizable booking pages—help you reduce no shows, manage appointments, and deliver top-tier service.

No matter your industry, InvestGlass empowers you to create, manage, and optimize your scheduling process, ensuring every client interaction is smooth and professional. With tools designed to handle everything from group classes to individual meetings, InvestGlass is the all-in-one solution for businesses looking to streamline operations and boost revenue.

Get Started with the Best Appointment Software Today

Setting up your InvestGlass scheduling tool is straightforward. You can create event types, embed the booking page on your website, and configure smart booking assignments to streamline your workflow. For a seamless experience, integrate InvestGlass with your favorite business tools and platforms. Clients can easily book, pay, and reschedule based on your rules.

Stop letting outdated scheduling methods slow you down. By choosing InvestGlass, you’re not just getting an appointment booker; you’re investing in a comprehensive platform that enhances efficiency, elevates your professional image, and builds stronger client relationships.

Ready to transform your scheduling and attract more customers?Contact the InvestGlass sales team today to see our pricing and get started!