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Advisor Basics
 Arranged Calls
 Arranged Calls
We’ve made it easy for customers to get in touch with you even when you aren’t taking calls. You can do several things to make it easy for customers to arrange calls with you when you’re unavailable:
  • You can choose to be alerted when a customer wants to speak with you.

  • You can allow customers to write to you requesting appointments at a future date and time;

  • You can create a schedule that will automatically change your availability at set hours of your choosing, every day.

Get to know these tools; they can help your business grow even when you aren’t taking calls! .


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