Home > Product > Components > Appointment Scheduler
The Appointment Scheduler module arranges meetings based on the specific needs of the client and the attributes of the counselor. It also factors in geographical requirements to locate a branch office near the client’s home or office. Appointment attributes, such as duration and requirements, can be defined to optimize scheduling and maximize the number of appointments that can be arranged. The Appointment Scheduler sets face to-face and phone appointments by type, date, desired counselor, and language preference. The Appointment Scheduler eliminates mismatches between client requirements and counselor skills.
Counselor and office schedules are easily defined to manage and optimize the workforce. Schedules are accessible to counselors and enable appointments to be reassigned to reduce client wait time.
| Feature |
Benefit |
| Counselor and Branch Office Profiles |
Ensures counselor skill sets and office facilities are most appropriately employed while scheduling appointments |
| Counselor Scheduler |
Defines counselor work schedules for optimal resource utilization |
| Real Time Utilization |
Ready access to real time utilization matrices for effective resource management |
| Appointment Definition |
Sets appointment durations on a per appointment type basis to maximize counselor schedules |
| Special Needs Adjustments |
Automatically increases appointment durations based on special needs (language, hearing impaired, etc.) |
| Automatic display of available appointments based on client needs, counselor skills, branch location and services |
Maximizes counselor and branch utilization Eliminates over-bookings Builds stronger client relationships |
| Appointment Details |
Provides all appointment details to the client, ensuring that the correct appointment is booked |
| View counselor schedule and appointment confirmation |
Allows counselors to view and manage appointment schedules and enables designated users to confirm appointments with clients |
| Driving directions for face to-face counseling sessions |
Provides clients with rapid, consistent and accurate driving directions |