Credit unions today serve a wide range of members—from young professionals juggling busy schedules to retirees who prefer personal attention. Some live nearby and love to visit in person, while others are on the go or live far from a branch. That’s why flexibility in appointments is more important than ever.
At Better Lobby, we believe the best service is the kind that meets members where they are. Whether a member wants to sit down at a branch, talk over the phone, or chat through video, offering different appointment options makes everyone feel more supported and included.
Why Offering More Than In-Person Appointments Matters
-
Convenience
Life is busy. Members want to talk to someone on their lunch break, from their couch, or while traveling. Giving them the choice of phone or video meetings means they don’t have to plan a trip to the branch every time they need help. -
Accessibility
Some members live in rural areas, have mobility issues, or don’t have easy transportation. A video or phone meeting makes it easier for them to get the same quality service without added stress. -
Faster Service
Not everything needs a face-to-face meeting. A quick video or phone call can solve problems faster, helping your team serve more members without crowding the branch.
A Better Experience for Everyone
Giving members options makes your credit union more responsive, helpful, and modern. And it also helps staff better manage time and reduce pressure during busy hours.
Better Lobby makes it easy to offer flexible appointments through an easy-to-use calendar system. Staff can manage phone, video, or in-person meetings all in one place.
Next, we’ll show you how call centers at credit unions can use Better Lobby to offer this flexibility—booking video or phone meetings right over the phone, using a special tool called Appointment Assistant. Keep reading!
How Call Centers Can Use Better Lobby to Help Members Faster
When a member calls your credit union, they want quick, helpful service. Whether they’re asking a question, reporting fraud, or needing help with a loan, your call center team plays an important role. With Better Lobby, helping those members is easier than ever.
Better Lobby Isn’t Just for Branches
Most people think Better Lobby is only for in-person lobby management. But it’s also a powerful tool for call centers. Credit union call centers can use Better Lobby to book appointments, manage calendars, and even connect members to staff by video or phone—all in one place.
Appointment Assistant: A Tool Made for Call Centers
When a member calls in and wants to meet with someone, your call center staff can use Appointment Assistant to quickly find and book the right appointment. This tool makes it easy to:
-
Search by location or staff member
-
Choose the type of appointment (in-person, audio, or video)
-
See available times
-
Confirm the appointment while the member is still on the phone
It’s quick, simple, and helps members feel taken care of right away.
Multiple Ways to Meet: In-Person, Video, or Phone
Not every appointment needs to happen at a branch. Some members prefer to meet from home—or they’re out of town. With Better Lobby, your call center can offer:
-
Face-to-face branch visits
-
Video meetings, using secure links
-
Phone meetings, scheduled like any other appointment
This flexibility means members can get the help they need, no matter where they are.
Easy Setup for Your Call Center Team
Setting up Better Lobby for your call center is simple. Calendars for video, phone, or in-person appointments are easy to manage. Staff can be assigned to specific appointment types, and your team can choose what options to offer. It’s all customizable for your credit union.
Key Takeaways about Call Centers
-
Call centers are an important part of the member experience.
-
Better Lobby helps your team book appointments quickly using Appointment Assistant.
-
Offer flexible appointment types: in-person, video, or phone.
-
Easy calendar setup and simple tools help your team stay efficient and helpful.
With Better Lobby, your call center can do more than answer calls—it can connect members to the right help, faster.