Insurance and financial services
EA Pinder III & Associates
- Website with booking from the platform built in
- Forms into the platform’s Intake queue
- SMS opt-in that meets carrier rules
- Website
- Ceety Platform
Booking and reminders
Appointment reminders with text confirmation, set up for you.
Public booking pages on your real calendar, reminders by email and text at the times you choose, and one simple reply: YES to confirm, or NO if they can’t make it.
Illustrative
The problem
Booking shouldn’t take a phone call and three emails.
- Back-and-forth over times takes your team away from the work that pays.
- People forget appointments, and nobody has time to call everyone the day before.
- Someone who has just filled in your form shouldn’t have to type it all again.
Done for you, approved by you
How it works
- 01
Book
Public booking pages with Google Calendar and Zoom connected, and optional staff approval before a booking counts.
- 02
Remind
Email and text reminders at set times, for example a week, a day and an hour before. Your staff get their own reminders too.
- 03
Confirm
Clients reply YES to confirm. A NO creates a call task for your team and never cancels the appointment by itself.
- 04
Reschedule
Clients can reschedule themselves through a link.
Compliant by design
Built in, not added later.
- Text reminders respect consent: a setting sends automated texts only to people whose consent is on file.
- STOP and the carriers’ other opt-out words are honored everywhere.
- A NO never cancels anything by itself. A person decides what happens next.
Plans
What’s included on which plan.
| Included | Essentials$199/month | Growth$399/month | Pro$799/month | CustomQuote |
|---|---|---|---|---|
| Contacts, Intake, pipeline, booking | Included | Included | Included | Included |
| Email reminders | Included | Included | Included | Included |
| Text messaging and text reminders, YES/NO confirm | Not included | Yes, 500 texts a month included | Yes, 1,500 included | Custom |
Every plan starts with a free consultation, and staff users are unlimited on every plan. See every plan and price
Selected work
A related case.
One example from 500+ implementations. See more work
Questions
Frequently asked.
- Does it work with Google Calendar and Zoom?
- Yes. Booking connects to your Google Calendar and Zoom.
- What happens when a client replies NO?
- Your team gets a call task. The appointment is never cancelled by itself, so a person decides what happens next.
- Can clients reschedule on their own?
- Yes, through a link, without calling you.
- Are text reminders on every plan?
- Email reminders are on every plan. Text reminders with YES/NO confirmation start on Growth.
Tell us about your business.
Book a free consultation: a conversation about what you have and what you want. We’ll tell you honestly what you don’t need. Free, with no obligation.