We are thrilled to announce the launch of our new feature, the Tier1 Client Portal and Calendar Sync with Events workflows. This innovative tool is designed to streamline the event creation and booking process for various personas.
Who Can Use It?
- Corporate Access Professionals: They can now effortlessly create events and publish them to the portal.
- Equity Salespeople: They have the ability to easily mass send personalized event invitations to clients and in real-time get updates once clients have booked.
- Attendees: They can self-book into meeting slots and have direct access to contact event hosts to request meetings, making the process more efficient and user-friendly.
Why Use It?
The Tier1 Client Portal simplifies the often tedious process of booking contacts into meeting slots. Attendees receive branded meeting invitations, enhancing the professional image of your events. With Calendar Sync enabled, attendee automatically gets a calendar invitation and responses to the invite will automatically update the status in the Events tool. This provides Corporate Access users with a real-time, accurate view of attendance. The best part? No passwords for contacts to remember and no .ics files to download!
Benefits
The Tier1 Client Portal significantly reduces the churn between Corporate Access, Sales, and the clients when booking into meetings. This efficiency not only saves time but also improves the overall user experience.
Stay tuned for more updates from us as we continue to enhance our platform to better serve you. For any questions or feedback, please reach out to your Success Manager or contact us here.
Experience the ease and efficiency of the Tier1 Client Portal today!