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

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   8 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Anonymous commented  ·  Aug 28, 2020  ·  Delete…

   Schedule Once is the only self-scheduling software that LPL currently has approved for use by their advisors, so a direct integration to Schedule Once may be greatly appreciated by the LPL- Redtail Users! Intregration with Schedule Once utilizing Zapier seems cumbersome and a more stream-lined option would be appreciated.

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   Anonymous supported this idea  ·  Aug 28, 2020