Text messaging platform for waitlist & visitor management
The Best Appointment & Waitlist App for Finance Professionals
Organize financial consultations effortlessly, reduce scheduling conflicts, and improve client communication with automated SMS reminders. Ready Text ensures your finance practice runs efficiently, so you can focus fully on client goals.
Easy Online Appointment Scheduling
Let clients quickly schedule financial planning sessions or consultations online, with immediate text confirmations. Reduce administrative hassle, avoid schedule confusion, and provide exceptional client service.
Minimize No-Shows with SMS Reminders
Automatically send appointment confirmations, reminders, and updates via SMS, significantly reducing missed consultations. Maintain productivity, increase attendance rates, and eliminate lost time.
Effortlessly Manage Scheduled & Walk-In Clients
Balance scheduled client meetings and unexpected walk-ins smoothly with Ready Text’s digital waitlist. Provide real-time status updates, accurate wait times, and keep client flow stress-free.
Enhance Client Experience with Personalized Updates
Send timely financial tips, document checklists, or reminders about tax deadlines through personalized texts. Strengthen relationships, increase trust, and deliver continuous value beyond appointments.
Optimize Workflow with a Real-Time Dashboard
Efficiently track your daily schedule, monitor client arrivals, and adjust appointments instantly. Simplify your financial practice operations, stay organized, and deliver seamless client experiences.
Keep more of the money you earn
All-in-one platform
$49
/ month
No setup fees
Custom text messages
Unlimited waitlist entries
Unlimited reservations
2,500 texts per month
Email support
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Lose the long lines.
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