Step into the modern world with
Digital Appointment Setting
Microsoft Teams and Zoom with an advanced appointment scheduling system brings you an unparalleled suite of benefits.
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Digital Appointment Setting
At FastDox we understand that productivity and effective communication are paramount, especially when juggling numerous appointments, internal meetings, and customer engagements.
While there are numerous tools out there that promise to streamline your scheduling and appointment-management tasks, combining the robust capabilities of Microsoft Teams and Zoom with an advanced appointment scheduling system brings you an unparalleled suite of benefits.
Want to find out more about Digital Appointment Setting?
Key Features & Benefits
The combination of Microsoft Teams and Zoom with our dedicated appointment scheduling system offers a powerhouse of features designed to maximise productivity, improve client interaction, and enhance internal communication. Whether you want to book appointments for your clients or allow them to schedule their own appointments FastDox does this with ease. Ensuring appointments are scheduled and assigned to the right people at the right time. Our dynamic AI reminders will eradicate No Shows, and with Microsoft Outlook integration appointment management couldn’t be easier with the FastDox platform.
Our appointment tools, and appointment scheduling simplifies the process of organising and tracking upcoming engagements. You can confirm new appointments, reschedule existing ones, and have everything sync seamlessly with MS Outlook, MS Teams and Zoom. Our centralised client management system and client portal eliminates the need to toggle between different applications and ensures everyone is on the same page.
Imagine a client or prospect wants to book a meeting with you. Instead of a long email chain or multiple phone calls to find a suitable time, the appointment scheduling tool allows them to view an individual or teams availability and book a slot that works for both parties. This not only enhances the client experience but also frees up your time to focus on tasks that truly require your attention.
The true value of Microsoft Teams & Zoom lies in its collaboration features—document sharing, co-authoring, and real-time edits. When you integrate the FastDox appointment scheduling, you’re able to instantly share related documents captured within the FastDox Client Management System. This streamlines the workflow, allowing team members to prepare more efficiently for upcoming appointments.
One of the common pitfalls in appointment management is the risk of no-shows or last-minute cancellations. The integrated scheduling tool can automate reminders and notifications, sending them directly through SMS, Email & WhatsApp. This ensures that all participants are aware of upcoming commitments, thereby reducing the likelihood of missed appointments. Our dynamic AI reminders will ensure these messages are sent and the most optimal time to ensure the very highest open rates and engagement.
As your business grows, your appointment scheduling needs will also evolve. The scalability of our appointment management allows you to effortlessly add more team members and adjust to increasing demands without compromising on efficiency or client experience.
No matter where you or your clients reside the FastDox appointment scheduling works across multiple time zones ensuring everyone turns up at the right time.
We provides analytics and reporting features that can be incredibly beneficial when aligned with appointment scheduling. By analysing trends and metrics, you can make data-driven decisions to optimize your scheduling processes further.
Digital Transformation is no longer a luxury but a necessity to ensure you remain competitive.
FastDox all-in-one platform
Our all-in-one platform combines the power of 20 products into one customisable and brandable system. We have helped businesses consolidate multiple cumbersome existing individual products into one centralised and succinct solution whilst streamlining processes, improving efficiency, reducing costs, and increasing conversions
How does it work?
We're trusted by 100's of companies to
accelerate their business growth
1
Book a live
demonstration
Speak with one of our team and understand why FastDox is right for you and your business.
2
We’ll start the
onboarding
process
We’ll start building out
your software to your exacting specifications.
3
Move your new software
to a live environment
You’ll start benefiting straight away from our advanced CRM software.
Integration options to move
your data between web apps
- Use our API or powerful webhooks to link FastDox with many popular tools and services
- Receive leads directly from lead providers
- Connect seamlessly with 3,000+ external web apps and automate workflows between them with our Zapier integration
- Integrate with your external calendars
Your questions answered
Your questions are important to us. Read our list of frequently asked questions to get the answers
you’re looking for. If you still need more information please give us a call on 0161 820 9313
What support do you offer to assist me and my team?
We provide a full consultancy service via our Customer Success Team. We will work alongside your Operations Team to project manage a road map of success to ensure that integration is seamless, smooth and hassle free. All businesses are different, and we will be happy to make suggestions to improve your processes and how FastDox will give you maximum return on investment, improve conversions and boost productivity.
What other platforms does FastDox integrate with?
We have open API and Webhooks available, so providing that you have access to API keys and Webhooks, we can integrate with ease to any CRM.
How do you train me and my staff to use FastDox effectively
Our Customer Success Team are available to ensure your staff and users are fully trained and competent to use FastDox before going live.
We will conduct training on-site or remotely – it’s entirely your choice.
Once the initial training is completed, you will have access to your bespoke explainer and training videos.
These are made specifically for your business and a full “How to” suite of comprehensive training documentation and guides.
FastDox is fully self-configurable, therefore we will ensure your Operations Team will be proficient on making changes and providing ongoing training, but if you ever need us, just call, we are always happy to help.
When will the billing commence?
Billing commences when you go live. We believe in making sure the system is built to your exact specifications before mutually signing off and being deployed in a live environment.
If I want further developments or improvements of FastDox who do I contact?
You will be assigned a dedicated Account Manager; their role is to ensure that you are getting as much out of FastDox as possible.
They will be in regular contact and will keep you posted with further releases and new modules.
Your Account Manager can be contacted by phone, email and live chat. We are not faceless and are always happy to chat!
Any technical questions can be asked through our Service desk available 12 hour per day Monday to Friday
How quickly can you get me and my team up and running with FastDox?
We have a large in-house development team, we can set companies live inside of 24 hours. We can work as fast as you need us to.
Other companies have already made the
switch to FastDox, why not join them?
FastDox is helping teams just like yours to manage
their leads and close more deals.
Just request a demo to get started.
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