Professionals &
Freelancers

Implementation Details

This mortgage broker uses Veribook to schedule client meetings.

Clients can access a customized and branded booking page created by Veribook from the broker’s website or email signature. This website lists special instructions, and gives clients the opportunity to schedule various types of meetings.

Clients schedule their appointment in just a few seconds without needing to sign-up for an account. They’re asked to specify the purpose of the meeting, to enable the broker to prepare for his meeting with the client.

Clients are also provided an immediate confirmation of their appointment on their device, and an email confirmation is sent to the client with further information. A reminder is also sent automatically a day before the appointment, to further reduce no-shows.

Clients can cancel or reschedule appointments online as well, in accordance with the deadlines set in place by the broker. Cancelled appointment timeslots are immediately made available to other clients.


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