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Kaylyn Lane

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. send calendar to clients to book appointments

    53 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Kaylyn Lane supported this idea  · 

  2. Allow clients to self-schedule appointments directly through Redtail

    87 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Kaylyn Lane supported this idea  · 

  3. Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

    131 votes
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    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kaylyn Lane supported this idea  · 

  4. Calendly Integration

    38 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Kaylyn Lane supported this idea  · 

  5. Calendly Integration

    43 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kaylyn Lane supported this idea  · 

  6. Calendly Integration

    71 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kaylyn Lane supported this idea  · 

  7. Calendly Integration

    198 votes
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    11 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kaylyn Lane supported this idea  · 
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    Kaylyn Lane commented  · 

    Our firm currently uses a web of connections between Calendly, Redtail, Outlook and Zapier to make our Calendly items show up on Redtail properly. While it's no extra cost it's extremely annoying. If one password gets changed on any platform, you have to relink everything. I do this constantly for 4 advisors. Or clients love being able to schedule themselves. There MUST be something that can be done to make this integration easier.

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