Calendar Syncing [32:12]


We often hear advisors say their lives are run through their calendars, and, because Redtail is designed to be the beating heart of your business, that makes the Redtail calendar an integral tool in your day-to-day operations. The modern advisor, however, may need access to that calendar across a variety of platforms, depending on their purpose.

We’ll focus on the different ways Redtail has made it possible to sync your calendar, be it to your desktop Outlook, Outlook 365, your Google Calendar, etc. We’ll also focus on several unique benefits that come with using each method and which syncing abilities might best fit your office. Additionally, we’ll discuss many of the independent scheduling tools that exist outside of Redtail, as well as the different ways you can use them to better provide accurate availability to your clients.

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