Credit advisers: follow-up meetings during an application

Between the first appointment and the signed offer, clients want to know where their application stands. Unplanned calls fill your day; planned check-ins keep everyone calm. With Book, you book follow-up meetings from your list at each step, and clients can book an extra call on your own booking page when they have a question.

On Book, each service has a name, a price and an optional description, all shown on your public page. Each slot belongs to one service, sits within one day and has its own capacity.

Durations are examples. Leave the price empty if follow-ups are part of your service; a price of zero shows as €0.00.

When the application is submitted, book the next check-in yourself from your bookings list, for example after the bank's answer is expected. First and last name are enough; with their email, the client gets a confirmation with a calendar file. You can add a note, such as "bank decision expected", so it shows in their calendar file.

Open a few short question-call slots each week for existing clients. Slots repeat weekly on the weekdays you choose until an end date. Each online booking takes one place, and a booked slot leaves your page.

When the offer arrives, book an offer review meeting from your list with both borrowers. You can set the number of people attending when you create the booking.

The booking form takes first name, last name, email and phone, plus an optional note that reaches you in the new booking email and appears in the client's calendar file. Say in the description not to put figures or account details in the note, and to send documents by your secure channel.

For video check-ins, send your link by email: Book doesn't create video links. Clients can't move or cancel online: they contact you, and you move the booking from your list. Book doesn't email clients about changes and sends no reminders. Your bookings sync with Google, iPhone or Mac calendars.

Book doesn't track applications, store documents, take payments or send reminders. One booking page per business, no staff field. See the guide on the first mortgage appointment. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.