Appointiv for Your Industry
Smart Scheduling. Seamless Workflows. Industry-Specific Solutions.
From patient care to financial consultations to academic advising, scheduling is at theheart of every successful organization. Appointiv automates and simplifies appointment booking, helping businesses streamline operations, reduce no-shows,and provide better service—all within Salesforce.
From patient care to financial consultations to academic advising, scheduling is at theheart of every successful organization. Appointiv automates and simplifies appointment booking, helping businesses streamline operations, reduce no-shows,and provide better service—all within Salesforce.
Healthcare – Next-Level Patient Care
Streamline patient scheduling with a seamless, secure, and automated solution.
Managing healthcare appointments can be complex, with high no-show rates, complianceconcerns, and the need for efficient patient care coordination. Appointiv helpshealthcare providers simplify scheduling for medical visits, consultations, andwellness programs, all while maintaining strict security and privacy standards.
Managing healthcare appointments can be complex, with high no-show rates, complianceconcerns, and the need for efficient patient care coordination. Appointiv helpshealthcare providers simplify scheduling for medical visits, consultations, andwellness programs, all while maintaining strict security and privacy standards.
Simplified Patient Journeys
Reduce friction in appointment booking for patients, improving accessibility and engagement.
Compliance & Security
HIPAA-compliant scheduling ensures secure handling of sensitive patient information.
Multi-Location & Provider Support
Enable flexible scheduling for multiple healthcare providers across different locations.
Financial Services – Secure, Smarter Scheduling
Automate appointment scheduling for financial advisors, consultants, and service teams.
Whether it’s financial counseling, investment advising, or client consultations, scheduling in the finance industry requires security, efficiency, and compliance with industry regulations. Appointiv helps financial professionals streamline scheduling with automated workflows, ensuring clients and advisors connect at the right time.
Whether it’s financial counseling, investment advising, or client consultations, scheduling in the finance industry requires security, efficiency, and compliance with industry regulations. Appointiv helps financial professionals streamline scheduling with automated workflows, ensuring clients and advisors connect at the right time.
Approval-Based Workflows
Manage and automate multi-step appointment approvals and compliance requirements.
Data Security & Custom Rules
Ensure secure bookings with role-based permissions and encrypted data handling.
Flexible Meeting Types
Enable video, in-person, or hybrid meetings with integrated calendar sync.
Education – Smarter Scheduling for Schools & Universities
Effortlessly coordinate student advising, faculty meetings, and campus tours.
From student advising sessions to campus visits and career counseling, educational institutions need a scalable and flexible scheduling system. Appointiv simplifies appointment booking for students, faculty, and administrators while reducing manual effort and administrative overhead.
From student advising sessions to campus visits and career counseling, educational institutions need a scalable and flexible scheduling system. Appointiv simplifies appointment booking for students, faculty, and administrators while reducing manual effort and administrative overhead.
Campus & Facilities Tours
Organize group tours effortlessly, with real-time availability.
Student & Faculty Scheduling
Streamline academic advising, mentorship meetings, and office hours.
Automated Booking & Reminders
Reduce no-shows with integrated notifications and self-service rescheduling.
