Client appointments,
assigned to the right person.
Publish a booking page. Cordy picks the advisor from the pool, reads their real calendar, creates the video meeting on their own account, confirms the client and follows up — so your team runs the program, not the inbox.
30 days free · all modules · no card
One page for all your services
An organization landing page asks the first question your way — “Which state are you in?” — then shows the right appointment types. Marketing links carry their attribution straight through to the booking.
Pooled assignment that reads real calendars
Least-loaded, strict rotation or a priority list. Live busy times from Outlook and Google, and a weekly cap per advisor.
The meeting is on the advisor’s own account
Teams, Google Meet or Zoom — whichever they connected. The join link is on the invite, in the confirmation and in the app.
Confirmation loop and no-show recovery
Reminders, a confirm button for the client, and a recovery email once a no-show is marked — sent after the meeting’s end time, never mid-meeting.
- Email reminders
- One-click client confirmation
- No-show recovery email
- Client reschedule and cancel links
An app for the advisor, not a login to learn
A Today view, join with one tap, dispositions in a few seconds and their own history — on their phone.
Agent charges and reporting
Bill advisors per completed appointment if your model needs it, with per-advisor rates — and export the charges to CSV.
- Per-appointment advisor charges
- Per-advisor rate overrides
- Charges export to CSV
- Dispositions on every appointment
See Cordy
in your workflow.
Set up your team in an afternoon. Your scheduling team, your advisors and your clients — on one platform.
30 days free · all modules · no card