Skip to Main Content

Drive efficiency, loyalty and revenue during the recession   Find out more

Secure online booking software for financial services

Appointedd empowers FTSE 100 Financial Services institutions to automate scheduling on a global scale and digitise customer engagement in a way that drives operational efficiency, increase profitability and enhance customer satisfaction.

Start free trial Speak to an expert

Trusted by two of the Big Four accounting firms alongside

Drive operational efficiency, profitability and customer engagement

Appointedd helps two of the Big Four accounting firms and other leading financial institutions to deliver digital transformation with a secure and reliable scheduling automation platform that empowers clients to book online and in-person appointments in just two taps.

Why Appointedd

Appointedd’s evergreen booking and scheduling software is trusted by leading companies to improve the customer experience, accelerate revenue streams, and simplify global operations.

Top-class account management

Our experienced team offers clients bespoke, proactive and strategic support and is there to help them every step of the way.

Flexible and scalable scheduling

We offer multi-language and multi-timezone scheduling tools along with unlimited bookings, 4,000+ integrations and our fully open API.

Evergreen and cutting edge app

We constantly innovate and add new features and integrations, available to all customers at no additional cost, and with no downtime!

Proven results

time animated icon

Save up to 7 hours 45 minutes per team member on manual scheduling per week

35% increase in department efficiency

Set up icon

Optimized to take bookings in as little as 7 seconds

Appointedd's features for Financial Services

Automatic calendar sync & real-time availability

Connect Appointedd with all major online calendars, such as Outlook, Google, iCloud, Office 365, and Exchange.

Automated reminders and follow ups via email and SMS

Our system automatically generates booking confirmations, reminders, and follow-ups – maintaining consistent touchpoints with your customers and saving you valuable time.

Single sign-on with SAML

Manage user access to various systems through one central Active Directory.

Multi-factor authentication

Prevent hacking by enabling two tiers to login, via your password and phone.

Multi-timezone and language functionality

Appointedd automatically account for local timezone differences, daylight savings, and international availability. Our tools can be used in over 16 languages, including French, German, Spanish, Italian, and more.

Appointedd Online booking system man with laptop

ISO 27001 & Cyber Essentials Plus certified

ISO 27001, internationally recognized security standard, is a mark of how seriously we take your data security. Our Cyber Essentials Plus certification demonstrates our approach on best practises in cyber security.

Manage user permission levels

Security is at the heart of everything we do. Our multi-user management system allows you to set different user permission levels and track all the activity on your account.

Open API

Our online booking system API works hard to simplify your scheduling to ensure your business operations are connected, efficient, and manageable.

Transforming customer service

Read how an appointment based model helped a global investment management firm streamline its operations and improve customer service:

  • Enabled the team to flex their calendars based on demand, and adjust availability based on the amount of resources in a given skillset
  • Elevated its professionalism and increased control of the service since moving away from the helpline
  • Better able to triage appointments and send queries to whomever has the most expertise on the topic, relieving time constraints and creating a more enjoyable and efficient user experience.
“The feedback we’re getting is that we’re the best in the business. We’re able to respond to queries in such a way that elevates our professionalism and adds value to the advisors who rely on us.”
Technical Planner Global Investment Management Firm

Schedule a call with one of our experts

Alice Beeby

Client Director

Marta Szatkowski

Client Partner

Hazel Dickie

Client Partner

Build connections and unlock opportunities

Provide a frictionless customer experience

Enable your customers to easily schedule an online or in-person appointment at any time, from anywhere and on any device.

Provide customers with the best experience with automated email and SMS booking confirmations, reminders and follow-ups to keep the engagement going.

Best in class technology partner

Appointedd has security at its heart and provides you with Single Sign-On, multi-factor authentication and user permission levels. Appointedd is also GDPR compliant, ISO 27001 certified and CCPA compliant.

Appointedd’s integrations and open API allow you to connect our platform to any other back-end or front-end software or legacy system.

Appointedd’s powerful reporting gives you the insights you need to better manage your business and team and achieve optimal results.

ROI Calculator

Ever wondered how much time your staff could save on manual scheduling? By using our ROI calculator, you can find out how much time, money, and resource your business will save by introducing Appointedd’s online booking tools for client scheduling.

Your Results

Reclaim your admin time

Save up to:

{[ dayAppointments() | number:0 ]} extra hours per day

{[ monthAppointments() | number:0 ]} extra hours per month

{[ yearAppointments() | number:0 ]} extra hours per year

Multiply your revenue

Generate an extra:

£{[ (cust_call * calls_per_day / app_time) * app_cost | number:0 ]} per day

£{[ (cust_call * calls_per_day / app_time) * 5 * 4 * app_cost | number:0 ]} per month

£{[ (cust_call * calls_per_day / app_time) * 5 * 4 * 12 * app_cost | number:0 ]} per year

World class integrations

Appointedd’s many partnerships extend our offering even further, with 4,000+ integrations and our fully open API.

Start free trial

14 day free trial. No credit card required

Fast setup, no tech skills needed

Free account setup call and 24/7 live chat support

Take your first booking in under 5 minutes

For enterprise

Dedicated account management

Ongoing strategic support and enterprise SLAs

In-depth data and reporting

Team of in-house industry experts