Smarter Scheduling.

Zero Back-and-Forth.

Let clients book meetings with you anytime — no emails, no phone tag, no confusion.
Wealth AIgent’s AI Appointment Scheduling handles it all automatically, so every client interaction starts on time and runs smoothly.

What It Does

  • 24/7 Self-Booking

    Clients can schedule appointments online at their convenience — day or night — without waiting for a reply.

  • Real-Time Calendar Sync

    Your calendar updates instantly as appointments are booked, preventing double-bookings or missed time slots.

  • Custom Availability Rules

    Define your own schedule. Set office hours, block personal time, or limit the number of meetings per day — the system adapts automatically.

  • Automated Reminders

    Reduce no-shows with built-in text and email reminders sent before every appointment.

Why It Matters

  • 24/7 Self-Booking

    Clients can schedule appointments online at their convenience — day or night — without waiting for a reply.

  • Real-Time Calendar Sync

    Your calendar updates instantly as appointments are booked, preventing double-bookings or missed time slots.

  • Custom Availability Rules

    Define your own schedule. Set office hours, block personal time, or limit the number of meetings per day — the system adapts automatically.

  • Automated Reminders

    Reduce no-shows with built-in text and email reminders sent before every appointment.

How It Works

1. Clients visit your booking link or website.

2. They choose a service type and available time slot.

3. The system automatically confirms and updates your calendar.

4. Automated reminders go out before each meeting.

5. Appointment details are synced directly to your CRM.

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Happy Clients

Real-World Impact

“Clients love being able to book online, and I’ve cut scheduling emails down to zero. It’s like having a personal assistant managing my calendar at all times.”

Wealth Manager, Dallas, TX

Stop wasting time coordinating schedules.

Experience how Wealth AIgent’s AI Appointment Scheduling helps advisors and insurance professionals save hours each week, reduce no-shows, and deliver a smoother client experience.

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