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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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   Brad Codd commented  ·  March 08, 2022  ·  Delete…

   Wow, more than 2 years since this request was submitted and still no solution?

   Financial Planners/Advisors are going online in droves. Even the SEC had adapted to allow more freedom and flexibility. Much more than an incomplete implementation of a Zapier interface is needed urgently to allow users to fully embrace working in the new digital world.

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   Brad Codd supported this idea  ·  March 08, 2022