{"id":47942,"date":"2025-09-02T18:41:16","date_gmt":"2025-09-02T16:41:16","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=47942"},"modified":"2026-05-08T18:34:47","modified_gmt":"2026-05-08T16:34:47","slug":"zaplanuj-spotkanie-online","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/pl\/schedule-meeting-online\/","title":{"rendered":"Zaplanuj spotkanie online"},"content":{"rendered":"<h1>Schedule meeting online<\/h1>\n<div>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.<\/div>\n<p><p>\n        <a href=\"\/contact-our-sales-team\/\">Talk to an expert<\/a>\n    <\/p>\n<\/p>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/photo-1584516150909-c43483ee7932-scaled.jpg\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/09\/investglass-event-type.png\" alt=\"Digital on-boarding\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/photo-1590070572368-74a1e6da0a34-scaled.jpg\" alt=\"Switzerland Sovereignty first\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/09\/investglass-scheduling-setup.png\" alt=\"Loan simulator for retail bank\"><\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-82.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><\/p>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/sumsub.png\" alt=\"sumsub\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/arab-bank-switzerland.png\" alt=\"Arab Bank Switzerland\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/credit-agricole-nextbank-50.png\" alt=\"Arab Bank Switzerland\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/open-geneva.png\" alt=\"open-geneva\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/11\/al.png\" alt=\"open-geneva\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/aeon-investments.png\" alt=\"Aeon Investments\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Conduit-50.png\" alt=\"Arab Bank Switzerland\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/11\/KAUST.png\" alt=\"Arab Bank Switzerland\"><\/p>\n<\/li>\n<\/ul>\n<h2>How to schedule an appointment online?<\/h2>\n<ul>\n<li>\n<h2>Define Meeting Goals and Availability<\/h2>\n<p>Step 1 <\/p>\n<div>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.<\/div>\n<\/li>\n<li>\n<h2>Customize Your Booking Page<\/h2>\n<p>Step 2<\/p>\n<div>Leverage InvestGlass\u2019s 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.<\/div>\n<\/li>\n<li>\n<h2>Automate Confirmation and Follow-Up<\/h2>\n<p>Step 3<\/p>\n<div>\n<p>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.<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<h2>Learn More<\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/09\/InvestGlass-Online-Scheduling-anywhere-1.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/09\/InvestGlass-Online-Scheduling-reminder-1.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/09\/CleanShot-2025-09-01-at-14.15.12.png\" alt=\"\"><\/p>\n<\/li>\n<\/ul>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/photo-1600275669439-14e40452d20b-scaled.jpg\" alt=\"Digital forms\"><\/p>\n<h3>Why Choose InvestGlass for Online Scheduling?<\/h3>\n<p>#1 Swiss CRM<\/p>\n<div>\n<p data-start=\"1790\" data-end=\"1928\"><strong data-start=\"1790\" data-end=\"1817\">Swiss Sovereignty First<\/strong>: Your scheduling data is hosted on Swiss servers, ensuring compliance with the strictest privacy standards.<\/p>\n<p data-start=\"1790\" data-end=\"1928\">\n<p data-start=\"1790\" data-end=\"1928\"><strong data-start=\"1931\" data-end=\"1964\">Integrated Digital Onboarding<\/strong>: Combine scheduling with InvestGlass forms, loan simulators, and investor portals for a frictionless client journey.<\/p>\n<p data-start=\"1790\" data-end=\"1928\">\n<p data-start=\"1790\" data-end=\"1928\"><strong data-start=\"2087\" data-end=\"2116\">Enterprise-Ready Security<\/strong>: GDPR-compliant and ready for the Swiss data protection too with full audit trails and customizable governance policies.<\/p>\n<p data-start=\"1790\" data-end=\"1928\">\n<p data-start=\"1790\" data-end=\"1928\"><strong data-start=\"2200\" data-end=\"2237\">Trusted by Financial Institutions<\/strong>: From small companies to large banks, InvestGlass is the #1 Swiss CRM for secure, efficient client engagement.<\/p>\n<\/div>\n<\/div>\n<p><p>\n        <a href=\"\/contact-our-sales-team\/\">Talk to Sales<\/a>\n    <\/p>\n<\/p>\n<h2>Discover more products<\/h2>\n<ul>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/digital-onboarding\/\">Digital onboarding<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/sales-tools\/\">CRM<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/collaborative-portal\/\">Customer portal<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/manage-portfolios\/\">Portfolio Management<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<p><!--more--><br \/>\n<!-- {\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"animation\":\"slide-bottom-medium\",\"animation_delay\":\"100\",\"header_transparent\":true,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"padding_bottom\":\"none\",\"padding_top\":\"large\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"layout\":\"2-5,3-5\",\"margin_bottom\":\"remove\",\"margin_top\":\"remove\",\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_medium\":\"2-5\"},\"children\":[{\"type\":\"headline\",\"props\":{\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"content\":\"Schedule meeting online\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"maxwidth\":\"xlarge\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"left\",\"text_align_breakpoint\":\"m\",\"text_align_fallback\":\"center\",\"title_element\":\"h1\",\"title_style\":\"heading-small\"}},{\"type\":\"text\",\"props\":{\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"InvestGlass provides a powerful, intuitive solution for scheduling meetings online, making it easier than ever to coordinate with clients, partners, and prospects. 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With InvestGlass, you can sync your calendar, define working hours, and block specific time slots to ensure only relevant times are shown.\",\"image\":\"\",\"image_alt\":\"Define Meeting Goals and Availability\",\"meta\":\"Step 1 \",\"title\":\"Define Meeting Goals and Availability\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"Leverage InvestGlass\u2019s 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.\",\"image\":\"\",\"image_alt\":\"Customize Your Booking Page\",\"meta\":\"Step 2\",\"title\":\"Customize Your Booking Page\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<p>Once booked, InvestGlass automatically sends confirmation emails, calendar invites, and reminders to reduce no-shows. 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Content Columns Image Right\",\"type\":\"panel\",\"props\":{\"content\":\"\n\n<p data-start=\\\"1790\\\" data-end=\\\"1928\\\"><strong data-start=\\\"1790\\\" data-end=\\\"1817\\\">Swiss Sovereignty First<\/strong>: Your scheduling data is hosted on Swiss servers, ensuring compliance with the strictest privacy standards.<\/p>\n\n\\n\n\n<p data-start=\\\"1790\\\" data-end=\\\"1928\\\">\n\n\\n\n\n<p data-start=\\\"1790\\\" data-end=\\\"1928\\\"><strong data-start=\\\"1931\\\" data-end=\\\"1964\\\">Integrated Digital Onboarding<\/strong>: Combine scheduling with InvestGlass forms, loan simulators, and investor portals for a frictionless client journey.<\/p>\n\n\\n\n\n<p data-start=\\\"1790\\\" data-end=\\\"1928\\\">\n\n\\n\n\n<p data-start=\\\"1790\\\" data-end=\\\"1928\\\"><strong data-start=\\\"2087\\\" data-end=\\\"2116\\\">Enterprise-Ready Security<\/strong>: GDPR-compliant and ready for the Swiss data protection too with full audit trails and customizable governance policies.<\/p>\n\n\\n\n\n<p data-start=\\\"1790\\\" data-end=\\\"1928\\\">\n\n\\n\n\n<p data-start=\\\"1790\\\" data-end=\\\"1928\\\"><strong data-start=\\\"2200\\\" data-end=\\\"2237\\\">Trusted by Financial Institutions<\/strong>: From small companies to large banks, InvestGlass is the #1 Swiss CRM for secure, efficient client engagement.<\/p>\n\n\",\"content_align\":true,\"content_column\":\"1-2\",\"content_column_breakpoint\":\"s\",\"content_dropcap\":true,\"content_margin\":\"medium\",\"image\":\"wp-content\/uploads\/photo-1600275669439-14e40452d20b-scaled.jpg\",\"image_align\":\"right\",\"image_alt\":\"Digital forms\",\"image_box_decoration_inverse\":false,\"image_grid_breakpoint\":\"m\",\"image_grid_width\":\"2-5\",\"image_svg_color\":\"emphasis\",\"image_vertical_align\":true,\"image_width\":\"900\",\"link_margin\":\"medium\",\"link_style\":\"secondary\",\"link_text\":\"Read more\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"meta\":\"#1 Swiss 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