Call Scheduling


Schedule call windows between clients and staff


  • Reduce time spent scheduling phone calls
  • Send materials in advance to help clients prepare for call

Use Cases

Schedule intake call to finish enrollment process for eligible client - ensure a staff person is available to conduct the call in the appropriate language

Schedule 1-1 follow-up calls after surveys and events

Call scheduling and text message reminders

How It Works

Upload Contacts / Promote Text to Opt-In

Write a short 3-question survey

Clients indicate which days/times are available for a phone call

Case managers will receive an email indicating days/times of client availability

Clients receive a list of items to prepare in advance of the call

Clients receive a text reminder for their call window

See engagement metrics

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