Skedify

Turn incoming interest into confirmed meetings without back-and-forth. With Skedify, share one smart booking link, embed a widget on your site, or trigger invites from your CRM. Route each request by skills, location, language, or priority and auto-assign the right advisor. Offer in-person, phone, or video options, apply buffers and travel time, and show only compliant time windows for each region. Clients get instant confirmation, reminders, and a secure self-serve portal to reschedule or cancel without calling support. Optional payments at booking help reduce no-shows and capture fees upfront.

Coordinate multi-location operations in a single view. Create branches, service areas, and teams; map their working hours, holidays, and peak times; and protect capacity with overbooking rules. Book rooms and equipment alongside the attendee, so a videoconference space or private office is reserved automatically. For workshops and consultations, open group sessions with attendee caps and waitlists. Define templates for common scenarios—loan review, policy checkup, onboarding class—so staff can publish consistent offerings in minutes.

Plan your team’s time with precision. Build advisor shifts, assign targets, and let round-robin logic distribute new meetings fairly. For complex requests, enable queue-based assignment with approvals. When several specialists are required, propose slots that all can make, then auto-book a room and send one set of invites. Sync two-way with Outlook or Google, respect personal calendar privacy, and prevent conflicts. Attach agendas, files, and meeting links so everyone arrives prepared.

Run operations with automation and insight. Confirmations, reminders, follow-ups, and feedback requests go out on a schedule you control. No-shows trigger recovery flows; cancellations release resources instantly. Push every event to your CRM or help desk, track conversion from lead to meeting to outcome, and spot bottlenecks in real time. Admins manage roles, permissions, and data retention, while audit trails and regional settings support enterprise policies. Use branding controls to keep every invite, page, and reminder on-message—and turn consistent experiences into measurable growth.