The partner booking application is a very powerful asset at your disposal when you have one or more commercial partners structurally generating leads for your commercial network.
It allows partners to generate leads and book appointments through a partner branded interface where each partner agent is authenticated and has access to a specific set of rules for that partner channel.
Offer a branded booking experience to your partners' agents and customers directly (through self-service in e.g. a portal).
Specific qualification rules pre-booking and specific scheduling rules per partner channel.
Authenticate partner agents before they're going into a secured lead generation process.
Measure and manage lead generation by the partner and by a specific partner agent or a specific branch.
For partners who both have a commercial agency network and call centers that generate leads for your business. These partners and call centers can manage the appointments that the book for your business.
Initiate a lead generation scheduling process form the partners CRM or Dialer system.
Add additional flexibility to each office with the option to automatically accept appointments or consider them as meeting requests.
Self-service reschedule & cancel
Allow customers and agents to conveniently reschedule or cancel appointments.
Both customers and agents can receive SMS alerts and notifications when an appointment is scheduled and get timely reminders beforehand.
Both customers and agents receive email alerts and notifications when an appointment is scheduled and get timely reminders beforehand.