A mid-sized accounting firm struggled with manual scheduling, missed appointments, and time inefficiencies. The goal was to implement an AI-powered scheduling system to automate client bookings, optimize time slots, and improve overall productivity.
• Allowed clients to book and reschedule their own appointments through a self-service portal.
• Used AI to optimize appointment scheduling, reducing downtime between meetings.
• Sent automated SMS and email reminders to clients to reduce no-shows.
• Integrated with the firm’s CRM to keep client records up to date.
• By implementing AI-powered scheduling automation, this accounting firm reduced missed appointments, saved time for staff and improved client satisfaction, leading to increased efficiency and revenue.
• Missed appointments dropped by 50%, reducing lost revenue.
• 30% less time spent manually scheduling, freeing up administrative staff for more valuable work.
• Higher client retention, as AI-powered reminders improved appointment consistency.
