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An introductory call, a discussion of goals, and a follow-up meeting each need their own time. With TorKal, you can set up different meeting types and arrange a series of meetings, with each appointment booked separately.
The system handles scheduling only; it does not provide financial advice or guarantee investment results.
A first meeting with a new client differs in length and purpose from a pension review or follow-up meeting.
After the first meeting, you need to find another time and suggest available options.
A rescheduling request means checking what's available and coordinating a new time.
When meetings are scheduled over time, it's easy to forget which one is booked and when.
Set a suitable duration for an introductory call, pension review, or planning meeting.
The client card brings together past appointments and private notes you've added.
Clients can cancel or reschedule a meeting up to the cancellation cutoff you set.
WhatsApp confirmations and reminders are sent subject to your plan's monthly messaging quota.
Pro and Premium plans let you request general text responses about what the client would like to discuss.
For illustration only. The business name, services, and prices are fictional.
The client chooses a time from the slots you've made available.
If it works for both sides, share a separate booking link.
A pension review or planning meeting, each with its own duration.
A WhatsApp message is sent before each scheduled appointment, subject to your plan's quota.
You can arrange several meetings, but each one is booked separately. The system doesn't offer automatic recurring bookings or a series that reserves fixed dates.
No. TorKal handles appointment scheduling only. It doesn't provide financial or investment advice, and it doesn't guarantee returns or any particular outcome.
The client card shows appointment history, and you can add private notes. It isn't a financial portfolio or document-management system.
Yes. Clients can use the link they received to cancel or reschedule, subject to the cancellation cutoff you set.
WhatsApp confirmations and reminders can be sent, subject to your plan's monthly messaging quota.
Open your booking page, set up your services and hours, and share the link with your clients.