Solutions | CM

Calendar Manager


Calendar Manager is a powerful appointment booking solution for financial institutions powered by MM&T, Inc. and Russell Information Sciences, Inc. It allows your customers to simply book and manage appointments with your employees, at any of your locations using their mobile device or computer—using your existing calendar solution.

How It Works

Calendar Manager puts the right people in the right place at the right time. Customers visit an attractive, simple scheduling page on your website to setup and manage appointments. Once a time and location has been selected, it automatically handles the entire process—communicating appointment info to both your customer and staff via text or email.

Calendar Manager is a powerful tool that empowers your customers with a self-service option and your institution with a turnkey solution by:

  • Providing single, consolidated calendar page/area on your website for booking appointments
  • Allowing customers to book appointments that fit their schedules, based on the availability and location of applicable resources in your organization
  • Automatically managing schedules for your staff, appointments for your customers, and communications between the two

Why Its Better

  • Fully integrated with your existing calendar system
  • Uses an annual fee model rather than per-appointment fees, eliminating unpredictable monthly costs
  • Easily manages multiple branches—where competition is geared to single location businesses
  • Helps load balancing among branches
  • Automatically schedules available staff according to skills or other factors you determine
  • As a hosted SaaS (software as a servic) solution, no additional hardware or software updates are required
  • Includes built-in Microsoft Exchange integration
  • Requires no special training to setup and use
  • Improves commmunication and reduces administrative time
  • Reduces no-shows, increasing customer satisfaction

More Features & Benefits

  • Flexible user interface for seamless integration your website / mobile applications
  • Advanced REST API to connect email servers, analytics engines and other systems power your business
  • Responsive design for mobile-friendly experience
  • Geo-based service recommends branch based on customer location
  • Standard reports on appointment booking metrics
  • Easily customize look and feel with your branding, including style sheet configuration options

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