Book More Clients
Save Time & Money
Customize Your Client Experience
Apptoto's online scheduling integrates with Google Calendar, Microsoft Outlook, Redtail CRM, and many more! Integrate with the same workflow you are using now or set up your own booking page using Apptoto.
Apptoto allows you to book and manage your entire team's calendar and messaging all from the same place. Use it to run the appointments of the whole office!
We know you have a lot of clients, and it can be hard to manage all of the communication. With Apptoto, you can communicate with your clients through whichever channel they prefer! Send text messages, emails, or phone calls. Remind your client of your appointment or give them the option to reschedule. Better yet? Schedule these communications so that they happen automatically!
Grow your reputation, by collecting more 5-star reviews! Create an automated reminder to leave reviews on your preferred platform.
With Apptoto's campaign feature, you will never miss a personal touch again. You can customize and schedule any message. Use them to remind current clients that it's time to schedule an appointment or let them know about upcoming events or opportunities. Apptoto's range of customization allows you to send almost any message automatically.
Choose what's required of your clients when they schedule appointments. Customize your booking process to include a required deposit using Apptoto payments.
Apptoto has been helping financial professionals like you be in control of their calendar since 2010. Trusted by over 3,000 companies.
Jess Avila
Concentrum Wealth Management
Financial Services
"It has helped our business become more efficient and save time which has increased our profits. Really love the team and customer service."
Mark Orr
Aldershot Financial Group
Financial Services
"Extremely helpful and knowledgeable. If I have any questions, they give me hands-on help. Zoom is bugging me to sign up for their scheduling service, but I like you guys too much."
Jorge Beltran
Belmont Services LLC
Financial/Tax Services
"Apptoto has been phenomenal for business. It saves time, and money and provides an excellent tool for both ourselves and our clients... Apptoto is an essential tool, that we cannot live without."
Set up your free account and tell us which calendar(s) you want Apptoto to work with. Don't worry, we won't change your data or send anything without your permission.
Based on the type of appointments you have on your calendar, Apptoto will give you suggestions for how to schedule your first reminder.
Manage your calendar by automatically sending appointment reminders and custom messages, as well as storing status changes and communication all in one place.
At Apptoto we understand that managing your client meetings, quarterly reviews, and tax season schedule isn't as easy as it used to be. That's why we created a calendar management system that organizes your appointments, reminders and client communication.
The best part of it is, once you set it, you can forget it! You can get back to the thing you and your staff want to focus on; focusing on your clients' financial goals.
