Calendly

Calendly is your hub for scheduling meetings professionally and efficiently, eliminating the hassle of back-and-forth emails so you can get back to work.

Simplicity Ops Summary: In our opinion, Calendly is the best scheduling tool for advisors. It has great integrations, is straightforward to use, and the majority of clients will be familiar with it as they are probably now with Zoom. It also happens to have the largest market share among advisors and the highest satisfaction score - based on the Kitces 2021 AdvisorTech survey.

Example: Annual reviews are coming up, so you create an event in Calendly, and send out the link to your clients to schedule - using the integration with Redtail’s Retriever Cloud, the appointments show up on your Redtail calendar as clients book them.

Pricing: starts at $8 /seat/mo Click here for more pricing information.

Setting up the Redtail and Calendly Integration

This video covers the Redtail Retriever Cloud integration with Gmail

This video explains how to sync your Redtail and Outlook calendars

This video explains how to book an appointment in Calendly