Appointment Scheduling with Teams/Zoom Integration
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.
Transform Your Business With FastDox
How FastDox Can Help
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.
Key Features & Benefits
Centralised Communication 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.
Streamlined Client Interaction 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.
Real-time Collaboration 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.
Automated Reminders and Notifications 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.
Scalability 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.
Global Reach 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.
In-Depth Analytics 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.
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
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Millions of Customers at 100's of Companies Accelerate Their Business: Powered by FastDox.
“Clients have found Fastdox easy to use and engaging, as can be seen from our 87% take up rate, which far exceeded our expectations.
The support we have had from Fastdox in tailoring the product to our requirements has been first class and the on-going support excellent.
We are delighted with the Fastdox product and have no hesitation in recommending it to any other insolvency practice looking to implement a client portal.”
“FastDox have been a key part in our growth as a company. We have increased our output thanks to FastDox. They have a brilliant solution that has changed our business for the better. I wouldn’t hesitate in recommending FastDox for any business!”
“I can't say enough great things about FastDox. They know their stuff and are extremely friendly and easy to work with. As a Claim’s Management Company, we rely on getting documents back quick to keep our customers engaged and retained. FastDox has helped us do more business in less time.”
“The diversity and flexibility of FastDox has enabled us to request an unlimited amount of documents from clients including those to be signed, uploaded and verified, the simplicity of the user interface has helped immensely with the return of key documentation.”
"Great customer service and will always respond to queries quickly, FastDox have gone above and beyond in helping us becoming digitally streamlined."
"FastDox's rich data and API integrations are helping us develop a seamless onboarding journey. This will reduce friction for customers and enable proactive management of their accounts. Excellent system which is incredibly feature rich!"
"We love FastDox, they provide great resources for Trustees. FastDox has added value across our entire Business and has helped reduce our cost of acquisition."
"FastDox is simple for clients to use and simple for our staff to use. It has an incredibly intuitive user interface, which makes it quick to send and receive documents from clients and complete KYC checks. Not only do our staff love it but so do our clients!"
"FastDox has helped us become super-efficient and always at hand to help assist with our requests. The feedback from our customers has been great and they love the easy to use platform."
"FastDox is an innovative product and a great Company to do business with, they are very easy to work with and always take a very personable approach with training, planning and configuration requirements. The team has worked closely with our own internal IT team to ensure the system connects seamlessly with our existing CRM and processes."
"FastDox are a great Company to work with and provide excellent service. The tools FastDox have provided has revolutionized our lead engagement and boosted conversions without increasing our marketing spend."
"FastDox's slick interface and extensive onboarding features have allowed us to scale our targeted approach to customer acquisition, which has been really powerful because it's increased the frequency of campaigns while decreasing the cost of acquisition significantly."
Waiting for documents to be returned puts a huge strain on your productivity. With FastDox 82% of SMS received are actioned and completed within 20 minutes.
FastDox’s all-encompassing customer onboarding platform drives efficiency by ensuring all documents are returned and completed in record time. We believe there are no limits to success. Only admin. We want your staff to be focused on driving profit and improving your business performance not shuffling papers and playing telephone tennis. FastDox breaks the chain of endless amounts of phone calls, document chasing and email answering by automating tedious and time-consuming admin tasks.
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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 9310
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.
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.
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.
