Currently we create a Schedule Meeting Task for our current client/contact list that reminds our front office on a quarterly, semi annually, or annually basis to reach out to the client and schedule an appointment for a portfolio review. I was trying to eliminate the amount of time the staff spends on the phone and going back and forth with lients to schedule appoints so I thought I could integrate a scheduling app.
However, There is no way to link a retail contact to the scheduling tool (i.e. Calendy) so If we utilized that system the office staff would still have to go to each scheduled appointment that was populate don the calendar and link a contact.
It would be GREAT if there was a simple function added to Redtail that allowed us to click their email and send them an Appointment Email that integrated with the Redtail Calendar. That way we could have everything centralized and once the client received the email to schedule the appointment from Redtail it would automatically link the contact record to the activity.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!