Apptoto is an appointment reminder and online scheduling platform that connects directly with Redtail CRM to simplify how financial advisors manage client meetings. It syncs with your Redtail calendar and contacts to send automatic booking confirmations, appointment reminders, and follow-ups via text, email, or voice calls.
 
Advisors can also offer branded online booking pages for effortless scheduling, send targeted recall campaigns to engage clients year-round, and use fully archived two-way texting via a dedicated business number rather than personal phones. All of it works together to reduce no-shows, prevent cancellations, and give your team more time to focus on clients instead of chasing appointments.