Schedule
Scheduling that knows your reality
Schedule isn’t just booking. It’s how you structure who gets access to whom, when and under which conditions.
Book demo
Schedule isn’t just booking. It’s how you structure who gets access to whom, when and under which conditions.
Book demo
Schedule controls who meets whom, when and why - across customers, advisors and partners - while keeping full control of capacity and performance.
Schedule lets you prioritise availability based on value, complexity or business potential - automatically.
With built-in workforce management, you configure employees, locations, rooms and service groups once - and let the system route meetings intelligently.
Customer, employee and partner booking all run in one flow. Manual coordination disappears. Advisors spend more time advising.
Customers can book the right meeting, through the right channel, with the right team - whether it's a personal advisor, specialist or service group.
Schedule combines booking, capacity management and performance insight in one connected module - fully configurable to your operating model.
“&money Engage has contributed to a transformation of our business model. We have seen a significant increase in the number of customers who book meetings themselves, leading to a much higher level of self-service. &money has helped increase our sales and customer satisfaction, while improving employee efficiency. It has also given us valuable insights into customer behaviour and performance, helping us adjust our business model and optimise our customer service approach.”
If you need more detail - we’re happy to walk you through it.
Contact us.
Schedule integrates with leading CRM platforms such as Salesforce and Microsoft Dynamics, and connects with your calendar and email systems.
Access to employees, meeting rooms and groups is managed through your existing identity setup (e.g. Microsoft Entra ID). Roles and permissions are fully configurable.
Yes. Schedule supports prioritised availability and rule-based routing, allowing you to allocate capacity based on customer value, case complexity or business logic.
Yes. Schedule supports customer booking, employee booking and partner booking within the same structured setup. All meetings follow your defined business rules.
Employees, locations, meeting rooms and service groups are configured centrally. This ensures meetings are routed based on competence and availability - not manual coordination.
Schedule provides meeting statistics, advanced reporting with data export and scenario simulation, allowing you to analyse performance and model changes before implementing them.
