Appointment Scheduling

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 visit to their […]

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 […]

Today’s customers expect convenience. If you’ve ever had to make a call and wait on hold—or go back and forth for several emails—to schedule an appointment, you know it’s not always easy. The fact is, appointment scheduling should be easier, both for customers and employees alike. An advanced meeting scheduling tool, like Engageware, that can automate […]

Cybersecurity vulnerabilities pose an ever-increasing threat to today’s enterprise. Faced with substantial penalties from any potential loss or misuse of data, businesses are under intense pressure to maintain secure integrations across all of their business processes—including those involving external vendors. Regardless of the service, it’s more important than ever to work with trusted vendors. For […]

Without an intuitive and effective solution for appointment scheduling, you might not be providing the best possible customer experience. It’s a simple enough concept—making it easy for your customers to do business with you—but not every online booking system for business is created equally. What makes an online booking system effective? Can you set up […]

As credit unions continue to adapt their operations to the COVID-19 pandemic and re-openings, the demand for appointments continues to climb as members look for different ways to interact with their financial institution. In January 2021, credit unions using Engageware online appointment scheduling saw a 166% increase in the number of appointments scheduled per branch, […]

When it comes to setting and managing customer appointments, having a reliable (and not overly-complicated) appointment scheduling system in place can relieve a lot of problems and missed opportunities for your organization. This is especially true when you create an intuitive, self-service online booking system for business for managing all appointments. It’s important to note […]

Branch closures and social distancing measures over the course of the last year have drastically reduced the human interaction that differentiate community banks and credit unions. The unfortunate result? Many customers are being left out in the cold. As we approach one year of COVID restrictions, customers expect that your credit union or bank have […]

The news last week about the COVID-19 vaccination scheduling issues in Massachusetts is alarming, but not surprising. As the CEO of a company that specializes in appointment scheduling, Engageware, I’ve witnessed the impact of appointment scheduling can have.  When done right—with purpose-built tools–it creates a seamless experience for both the consumer and the business. When […]

If your business has a high volume of appointments to track, paper calendars or even a free appointment scheduler aren’t going to cut it—you need an enterprise-grade scheduling solution. All of your clients, prospects, and team members deserve a high-quality appointment scheduling experience, from the moment they first hear about your business to the post-appointment engagement. […]

How do you distribute $37 million to 100,000 residents across the country’s second largest city in less than 30 days? How do you do that – but during the world’s largest pandemic in 100 years? A look at how an appointment scheduling model helped the City of LA achieve this feat, and how it can […]

If your business is looking for ways to boost productivity and efficiency when it comes to setting up customer appointments, taking advantage of appointment scheduling software can help. Appointment scheduling software allows customers to book online and companies to easily track appointment data. When doing your research, how can you tell which is the best business […]

I’ve talked with many Webex customers who want the simplicity, convenience and security to add video conferencing to their Engageware appointments to enhance meeting experiences. Through our partnership with Webex, banking associates, loan officers, portfolio managers and retailers can enhance customer interactions and ensure efficient operations. Engageware had the great opportunity to work closely with […]

The coronavirus pandemic forced banks and credit unions to pivot quickly to retool their operational strategies. Banking-by-appointment was deployed at warp speed to ensure customers had uninterrupted access to their trusted and knowledgeable experts for everything from financial advice to account services in spite of social distancing and limited branch access. Banking by appointment shifted […]

As COVID infection rates continued to climb in parts of the country, it became clear for banks, credit unions, and other retail businesses, that there would be no immediate return to normal. Banking-by-appointment, once a nice-to-have option, is now a critical tool to maintain efficient, safe operations and grow business in the foreseeable future. A […]