Online booking
Clear and fast.
Hotel feature
Appointments and calendar for insurance and financial advisors across the UK
Work is planned in short stages with a demo at the end of each, so you can steer early. The client books online; before the meeting the adviser finds the client file, open topics and deadlines in front of them. The reminder goes out automatically.
- English and the community languages your customers speak
- GBP, VAT and local levies
- Data protection under UK GDPR
Meetings do not drag on needlessly
Duration and required documents are defined per appointment type; the client uploads relevant documents when booking. As soon as the meeting ends, notes and next steps are written to the file and a follow-up task opens automatically.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
UK specifics
Video-call tools and recording rules depend on the firm’s choice and client consent.
Frequently asked questions
Does it sync with my calendar?
Two-way sync is planned according to the calendar service chosen.
Related topics
Client file
Client file for insurance and financial advisors in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
Learn moreDeadlines and reminders
Deadlines and reminders for insurance and financial advisors in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
Learn moreClient portal
Client portal for insurance and financial advisors in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
Learn more