This would be extremely helpful to our firm (and many others). It would give us the ability to do everything through Redtail and eliminate third party websites.

Using third party websites interferes with our workflow procedures and leaves a lot of room for error. If everything was seamless through Redtail, we could avoid workflow errors and missing contact links. Having a self scheduling feature would also eliminate synching issues that we come across a lot with third party integrations.

Features that would be very helpful, if self-scheduling would be implemented:

• Allow clients to schedule a meeting themselves (like Calendly)
• Allow for many different appointment options
• Enable workflow integration immediately after certain appointments are scheduled
• Ability to send out automatic client appointment reminders (ex: 1 day before meeting)
• Allow clients to reschedule/cancel their meeting through a link received in their booking confirmation
• Automatically link contact when scheduled appointment contains client name, phone number or email that matches with our records
• Ability to send out automatic post meeting email