Meet

A personal booking link for every advisor.
Managed by the organization.

Each advisor gets their own page and meeting types on your brand. Links generated by your schedulers are attributed, so the commission follows the booking.

30 days free · all modules · no card

An advisor’s personal Meet page with two meeting types
01

Their page, your brand

Every advisor has a page with their photo, their headline and the meetings they offer — in your organization’s colors, under your name.

An advisor’s personal Meet page with two meeting types
02

Office hours per meeting type

Each meeting type keeps its own hours, timezone-aware and backed by the advisor’s connected calendar.

  • Hours per meeting type
  • Timezone-aware
  • Busy times from Outlook or Google
  • Buffers and notice periods
03

Generated links, attributed

Schedulers create links for advisors; the commission and the reporting follow the link that brought the booking.

The Meet links workspace showing who generated each link
04

Built for the booking, not just the time slot

Intake questions on the booking, UTM capture for your campaigns, and reschedule or cancel by the client from their confirmation.

  • Intake questions
  • UTM and referral capture
  • Client reschedule
  • Client cancel
05

Complete includes Meet

An advisor in Coordination and Appointments is already $15 a month — the same as all three. Add Meet at no extra cost.

Ready when you are.

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