Eliminate branch chaos, reduce no-shows, and give every customer a seamless banking experience — all natively inside Salesforce Financial Services Cloud.
TRUSTED BY BANKS & CREDIT UNIONS
Booking Social delivers outcomes you can report to the board — not just features.
Most banks and credit unions are managing appointment scheduling outside their CRM — creating data silos, missed follow-ups, and frustrated customers.
No external integrations, no data sync, no duplicate records. Every appointment lives natively in your Salesforce org — fully visible to relationship managers, advisors, and branch ops.
Automatically route customers to the right banker based on product expertise, language, location, and availability — reducing transfers, improving satisfaction, and increasing conversion.
Built with SOC 2 readiness and financial services compliance in mind. All scheduling data is governed by Salesforce Shield, Field Audit Trail, and your existing security policies.
Unlike bolt-on scheduling tools, Booking Social creates a real Salesforce object for every appointment — linked to the customer, product, banker, and branch. Your team sees everything from one place.
Your customer visits your branded booking page and selects the service they need — mortgage, account opening, investment review — and their preferred branch or virtual option.
Booking Social evaluates available bankers against expertise, language, availability, and workload to route the customer to the best match automatically.
A native Salesforce object is created instantly — linked to the Contact, Account, and any existing Opportunities. Your team sees it immediately in the CRM.
Automated SMS and email reminders go out at configurable intervals. Customers can confirm, reschedule, or cancel — and every action updates the Salesforce record in real time.
Customers book 24/7 via a branded, mobile-optimised booking page. No login required. Real-time availability. Multi-language support.
Route customers to the right specialist based on service type, language, location, and real-time availability. Eliminate cold transfers.
Configurable multi-channel reminders dramatically reduce no-shows and give customers easy reschedule options without calling the branch.
Manage appointment scheduling across dozens or hundreds of branches from a single Salesforce org. Branch-level and regional reporting included.
Every booking action — created, modified, confirmed, cancelled — is logged with timestamp and user. Supports audit, compliance, and dispute resolution.
Native Salesforce dashboards surface booking volume, no-show rates, wait times, and banker utilisation. Executive and branch-level views out of the box.
Booking Social inherits Salesforce's enterprise-grade security infrastructure — the same platform trusted by the world's leading banks and financial institutions.
Booking Social is designed to meet SOC 2 Type II requirements, with all data governed by Salesforce's certified infrastructure.
Leverage Shield Platform Encryption, Field Audit Trail, and Event Monitoring for the highest level of data protection.
All appointment data respects Salesforce profiles, permission sets, and sharing rules — no additional configuration needed.
Your scheduling data never leaves your Salesforce org. No third-party cloud, no data export, no external database to secure.
Every booking action is captured with user, timestamp, and change history. Supports regulatory audit, eDiscovery, and incident investigation.
Booking Social supports data subject requests, consent logging, and data minimisation — aligned with major privacy frameworks.
Customers authenticate through your existing identity provider. Staff access is governed by Salesforce SSO — no separate credentials.
Regular penetration testing and vulnerability assessments performed against Salesforce infrastructure standards.
"We went from managing branch appointments in spreadsheets to having every booking live in Salesforce. The routing engine alone saved us hundreds of hours of manual work in the first quarter."
"Our no-show rate dropped from 24% to 9% in the first 60 days. The automated reminders work. Our advisors are spending time with clients, not chasing empty slots."
"The fact that it's fully inside Salesforce FSC made the compliance conversation simple. Everything is governed by our existing security policies — no new systems to audit."
A mid-size regional bank with 47 branches deployed Booking Social across their full network in 8 weeks. Within 90 days, branch managers reported dramatic improvements in scheduler productivity and customer satisfaction scores.
How leading banks are replacing walk-in chaos with structured appointment management — and the metrics that prove it works.
Read more →A data-driven look at why customers miss appointments and how automated reminder strategies cut no-show rates by up to 38%.
Read more →See how banks and credit unions configure and deploy Booking Social inside Salesforce Financial Services Cloud in under 8 weeks.
Read more →A 47-branch regional bank transformed branch scheduling with Booking Social — and delivered measurable ROI within 90 days.
Read more →Not all scheduling tools are equal for financial services. Use this checklist to evaluate any scheduling platform against FSC requirements.
Read more →Join banks and credit unions using Booking Social to reduce no-shows, serve customers better, and operate more efficiently — all inside Salesforce.