Scheduling / Reminding

Scheduling can get complicated. In some cases, one-on-one appointments are the right way to conduct business. However, in other cases, group settings are a better option.

You may wish to limit customers from only scheduling one appointment at a time, or only scheduling into specific locations. You may wish to be able to block out specific times within a specific schedule while leaving other parts of the schedules untouched.

Even more, what if you need the flexibility to schedule 30 minute appointments in one location while scheduling 60 Minute appointments in another location? We have this and much more covered.

Screening / Qualifying

It’s nearly inevitable: Spending time with unqualified customers or applicants that don’t fit the bill.

You are targeting a specific income level, or the number of people in the household is the difference between qualifying or not qualifying.

Your appointments are valuable as is the time you commit to servicing them. Good screening and qualifying technology can limit the potential for poorly invested time.

Status Tracking / Reporting

The phone seems to never quit ringing at times. Your customers want to know the status of their applications. After putting on a smiling face, you kindly tell them that the application is being processed.

That’s potentially the best case scenario. More often than not, you’re tracking down pieces of information that are missing from the application.

Rather than risk mis-communication for time better spent doing other important tasks, out Virtual Agent software can communicate the information your customers need when they need it.

Wait Listing

High demand programs and services almost always result in customers not getting an appointment when they finally discovered that they needed one. The implications can get complicated when both you and your customers are interested in a fair and effective way to keep up with demand that has not yet been served.

Waiting lists, when handled systematically, can be a good solution. Without them, the phone seems to never quit ringing with customers asking if and when they can be served. When waiting lists are in place, you and your customers can feel that you both are doing all you can to get the job done.

Rather than risk malcontent and frustration, wait listing can methodically capture and record what you and your customers need to move forward.