What is MeetingMaker?

MeetingMaker is a powerful & compliant scheduling tool for financial advisors. It syncs with your calendar and provides your clients with the available times they can meet with you, removing all the back and forth in setting a time to meet. 

The video below will go over everything you know to manage this calendar tool.



For Redtail Calendar users, follow this tutorial to connect your Redtail to Outlook first. Then, you can follow this article to connect your Outlook calendar to MeetingMaker.