Appointments for credit unions

The Better Lobby Solution supports two Appointment Modules. The first module is used by staff to manage Branch Appointments within the Credit Union. These are branch-specific and can be either assigned to a person or the branch (i.e., non-personal). The second module provides members with the ability to schedule appointments at their preferred branch online without the involvement of staff.

Mobile Appointment Booking Tool

This Mobile Appointment Scheduler is a key component of every CU’s Future Branch strategy. The importance of providing easy access to branch appointments with staff will only grow as members increase their use of mobile devices to manage their finances and organize their lives.

Branch Appointment Calendar Module

Better Lobby / Appointment Calendar provides an enterprise-wide, branch specific appointment calendar for each employee, making the creation and updating of client appointments remarkably fast and easy.


Help your customers, empower your team, and grow your business

Mobile Appointment Booking Tool

One-on-one appointments with CU staff can easily be scheduled online using the Better Lobby Mobile Appointment Booking Tool and any recently released mobile device, tablet or computer. Viewed in a web browser, the Appointment Scheduler’s page content automatically adjusts to the screen size of the device being used. Appointments scheduled using the Booking Tool are recorded in Better Lobby Appointment Calendar and are visible to all Better Lobby staff users. Data can easily be configured to flow seamlessly into the user’s Outlook Calendar.


This Digital Appointment Booking Tool positively impacts branch sales, member service quality, branch traffic flow and overall staffing cost. Specifically:

Sales Results
Sales Results the Appointment Scheduler helps increase branch sales success by reminding visitors to bring the information necessary to the meeting, while providing staff the opportunity to prepare for the meeting in advance. Follow-up meetings are made easier to arrange as staff can be identified by name and picture on the Booking Tool.
Branch Traffic Flow Optimization
Branch Appointments help to move peak walk-in traffic to non-peak appointment times and provide a welcomed alternative for members who are facing a long wait for service. (i.e. “we are very busy right now, but I could book you an appointment for 3:30 PM today”)
Staffing Cost
Staffing Cost is reduced when peak traffic is reduced, members bring required documents to the meeting and staff have opportunity to prepare for the meeting in advance of the member’s arrival.

Branch Appointment Calendar

Better Lobby Appointment Calendar provides an enterprise-wide, branch specific appointment calendar for each employee, making the creation and updating of member appointments remarkably fast and easy. The calendar notifies users of arriving appointments as they are checked into Better Lobby.

Appointment Calendar Module delivers an unparalleled level of simplicity and effectiveness in the scheduling, updating and fulfillment of appointments in your branches. As branches evolve to meet changing market needs, the module provides an appointment management solution that reduces cost, improves service and increases sales. Better Lobby Appointment Calendar has been designed specifically for credit unions.

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