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.

FEATURES AND BENEFITS

Help your customers, empower your team, and grow your business
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Flexible Branches Video

  • Connect with your members anywhere, anytime on any device, leveraging our video solution without requiring any special hardware.
  • Connect your members to the right experts across locations, ensuring specialized service without geographical limitations.
  • Book video appointments easily with immediate confirmations and direct Virtual Lobby access links for a smooth meeting setup.
  • Launch video calls with a single click, offering both scheduled appointments and on demand meetings for immediate member support.
  • Tailor video queues, services, and notifications to align with your credit union’s unique needs and branding, with easy third-party video integration.
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Main Service Queue

  • Real-time tracking of in-branch and video visitors, including walk-ins and appointments, improving service speed and member satisfaction.
  • Enables easy check-in options for visitors from anywhere—via the corporate website, in-branch kiosks, or staff assistance, with no apps required.
  • Alerts staff to new arrivals and long wait times, facilitating better service management and reducing visitor wait times.
  • Our analytics offers in-depth, real-time reports on branch traffic, staff performance, and service times, aiding in optimized scheduling and operational improvements.
  • Integrates with the Survey Trigger Module to easily solicit and collect member feedback post-visit, enhancing service quality and member experience.
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Kiosk

  • Provide an easy way for your visitors to check in from service via the physical Kiosk or have them check in from their own device by scanning a QR code.
  • Simplifies the arrival process for all visitors, significantly cutting wait times and improving flow.
  • Easily aligns with your credit union’s look and feel, enhancing member trust and connection. Works across devices and setups, ensuring a seamless user experience anywhere, anytime.
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Online Queuing

  • Enables members to join the Main Service Queue before arriving at the branch, by going on your Credit Unions website and selecting the branch they want to visit,reducing in branch wait times and enhancing member satisfaction.
  • Efficient Parking Lot Check-In, allowing members to confirm their arrival without needing to enter the branch, further streamlining the service process.
  • Members receive instant text confirmations upon queue registration and check-in, complete with a cancellation option, ensuring a smooth and informed visit experience.
  • Provides branch management with foresight into walk-in volumes, enabling better scheduling around peak times for optimal staff utilization and service delivery.
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Wall Display Features & Benefits

  • Displays real-time queue positions while seamlessly promoting your credit union’s brand.
  • Works in harmony with our suite of modules, providing visitors with clear confirmation of their check-in method, whether it’s through appointments, self-check-in kiosk, or online queuing.
  • Advertising – Tailor the display’s look to match your credit union’s aesthetic, from themes and colors to display columns. Plus, utilize the platform to display web compatible advertising, turning the Wall Display into a dynamic tool for engaging visitors and promoting your services.
  • Responsive display – Optimizes the viewing experience with responsive design that adjusts to various monitor sizes and orientations (Mobile, Tablet, Desktop, Smart TV), ensuring clear visibility and interaction from any distance within the branch

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.

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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.

Branch and Employee Specific

We’ve designed it to work the way you work — so there will be no confusion where an employee works or when they will be there. If a member contacts the call center after branch hours to change an appointment, it can be done right then, on the spot!

Fresh, Easy-to-use Screen Design

Staff will love using Branch Calendar: it’s so easy to use, training may not be required.

Appointment Assistant

Appointment Assistant makes it simple for all credit union staff to book member appointments for other staff with confidence that they know their qualifications and availability. Staff are notified by email of appointments made by others on their Better Lobby calendar.

Outlook Integration

Outlook Integration easy-to-use integration with Outlook for those staff members who continue to need Outlook for business use. Better Lobby Branch Appointments appear in Outlook so that calendar users never miss a member appointment. Importantly, an employee’s Outlook busy times are also shown in the Better Lobby calendar to avoid meeting conflicts.

Replace Other Calendars

Better Lobby Branch Appointment Calendar can replace other awkward or costly solutions currently in use, enabling your branch organization to standardize member-facing branch employees on a single scheduling application.

Handles Online Appointments by members

Branch Appointments module integrates with our Mobile Appointment Booking Tool to enable your members to make their own appointments on their mobile device or desktop.

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