Appointment Scheduling

Reduce no-shows by up to 80 percent and increase confirmed appointments with these proven SMS reminder tactics tailored for financial institutions.

See how banks and credit unions cut no-shows 80% with SMS appointment reminders, driving more confirmed meetings, fewer gaps, and better scheduling ROI.

Explore Engageware’s June Release: AI-powered Virtual Assistant, smarter employee tools, and flexible engagement to boost support and customer experience.

Discover how smarter scheduling helps wealth managers convert more leads into meetings, improve advisor productivity, and deliver standout client experiences all without adding complexity.

See how banks and credit unions speed employee answers with human-guided AI—generative responses, semantic search, and chat interfaces that cut search time 75%.

How to choose between custom and out-of-the-box queue management solutions for your financial institution to reduce wait times and boost NPS.

Appointment scheduling analytics drives resource capacity management and workforce enablement for financial institutions. Improve branch operations with data-driven insights.

Appointment scheduling for wealth managers drives client acquisition, increases qualified meetings by 35%, and transforms websites into revenue-generating channels.

Increase loan volume by 40% using appointment scheduling solutions. Learn proven strategies to boost mortgage, HELOC, and auto loan growth in today's market.

Engageware's March 2025 release: new features for Knowledge Management, Appointment Scheduling, Live Video Banking, and more to enhance customer experience.

Reserve with Google helps banks capture high-intent prospects, delivering 100+ new customer appointments monthly with a 50% conversion rate and 80% lower acquisition costs.

Leverage appointment analytics to boost transaction values, optimize staffing, and enhance customer relationships.

AI vs human touch—what’s the right balance for customer engagement? Learn when to use AI for efficiency, when human interaction is essential for customer satisfaction, and why a multi-channel approach is key.

Table Of Contents Nowadays, in the digital economy, online scheduling in business isn’t just a convenience— it’s a necessity. It’s about meeting customers where they are, whenever they need you. Customers expect to book appointments online in advance rather than relying on walk-in services, whether they’re scheduling a meeting with service representatives or planning a […]

Why is routing in appointment scheduling mission critical? The purpose of appointment scheduling is to plan and forecast the availability of key resources. Routing is important as it enables businesses to efficiently allocate resources and manage their workload. Organizations want to ensure that customers receive their products, services, and the support or assistance associated with […]

In the past, scheduling appointments has been difficult. It required fielding tons of phone calls, scribbling notes down on sheets of paper or a complicated spreadsheet, and navigating through a difficult filing system. But with online appointment scheduling, businesses and customers can schedule appointments without all that hassle. Because of the importance of appointments in […]

Virtual branches and virtual banking are a key strategy for financial institutions looking to improve customer service, expand their reach, and stay connected to their customer base. By offering customers the ability to schedule virtual appointments, banks and credit unions can provide a convenient and efficient way for customers to access their accounts and conduct […]

Retailers in 2022 face unprecedented challenges and opportunities. Increased competition from DTC brands has driven up customer acquisition costs. Consumers with more choices and higher expectations are quicker to move to the other brands. This has forced retailers to think differently about how they can make every shopper’s experience personalized and provide a seamless transition […]

The ability for prospects and clients to easily and conveniently book appointments with your business is paramount. This type of on-demand appointment scheduling is becoming the expectation for good customer service, and if your businesses can’t deliver it, you risk your clients going somewhere else. Even using free scheduling applications can end up costing businesses […]

When it comes to appointment scheduling, customers and employees alike want an easy-to-use, feature-rich experience. To that end, having a top of the line online booking system for business specifically is becoming a bigger priority for enterprise-level companies. While choosing the best appointment booking system may seem straightforward, there are more factors to consider than […]

Online appointment booking systems allow customers and prospects to book appointments with your business across their preferred channels at the peak of their interest. It’s appointment scheduling made easy, eliminating the tedious, manual labor of traditional calling and calendaring. When you give people the option to click “Book Now!” or “Schedule Here!” any time of […]

Providing members with meaningful interactions at the right time via the right channel is not a new goal for Affinity Plus Federal Credit Union.  Affinity Plus FCU launched Engageware’s Appointment Scheduling solution in 2019 and planned to introduce POPi/o’s video banking during the fourth quarter of 2020 to further provide their members with more ways […]

How Financial Advisors and Relationship Managers Can Create Personal Connections that Build Trust and Drive Growth with Appointment Scheduling As Financial Services battlegrounds are redrawn, there is a renewed urgency for more personalized client interactions. The financial services industry is in the midst of a major transformation. Driven by technology advances, shifting US demographics, and […]

At their core, appointment scheduling systems are designed to enable the seamless end-to-end management of digital appointment booking. In the past, implementing an appointment scheduling system was entirely optional and now has emerged as a core component in a robust customer engagement strategy. However, as the demand for streamlined digital scheduling experiences increased, the disadvantages of […]

Loan growth is a hot topic and consistently ranks 1st or 2nd for strategic priorities for banks and credit unions. Lending is a complex business that extends across many different tools, processes, and people within the institution.  We understand that, and this article is NOT the definitive guide to lending – instead we want to […]

NATCO Credit Union implemented Engageware’s Appointment Scheduling solution in October of 2021. In this Engage with Banker’s customer show & tell session, NATCO’s Karen Houser, Director of Marketing, and Kimberly Davis, Director of Sales and Services, reflect on the implementation process.  They share 5 things they learned and other institutions should consider as they implement […]

Consumers have scheduled over one billion appointments with some of the world’s leading organizations utilizing Engageware’s Appointment Scheduling. To mark this historic milestone, we spoke with John Loring, Chief Technologist and co-founder, to understand how the industry-leading appointment scheduling solution originated, to how it is helping organizations grow revenue, optimize efficiency, and deliver exceptional customer […]

Appointment scheduling at the enterprise level takes a special kind of meeting scheduling tool, one that will support your business in the most efficient and lucrative ways possible. Meetings and appointments are the lifeblood of a business, and if they aren’t handled with the right tools and methods, you could face missed opportunities, lost revenue, […]

Enabling consumers and businesses to schedule over one billion appointments is no small feat. As the saying goes, “it takes a village” and the same can be said for this occasion. It takes a village of smart, passionate and dedicated employees to build, maintain, and enhance the world’s leading appointment scheduling solution.  Meet some of the long-time employees of Engageware who […]

It is official – over one billion appointments have been scheduled on Engageware’s Appointment Scheduling solution!  The scheduling of more than one billion appointments is a momentous occasion demonstrating the increased demand for appointment scheduling and just how instrumental the technology has become in providing customers a more personalized, engaging experience. It is evident how much consumers have latched onto the practice of scheduling […]