Cordy connects your scheduling team, your field representatives, and the organizations they visit — in one place. See who's available, send a booking link, confirm the week. Done.
Your scheduler contacts the location. The rest takes care of itself — whether they book on the spot or pick a date themselves.
Your scheduler looks up the location in Cordy, confirms the right representative for the area, and has the conversation. All context is right there — prior visits, previous contact, what links were sent.
If the location is ready — book the date on the spot. If they need to check calendars — send them a scheduling link with available weeks pre-configured. Either way, one flow. No switching screens.
The week is blocked, the representative is notified, and your manager sees everything in real time. No follow-up emails. No spreadsheet updates. No second-guessing.
Built specifically for organizations that coordinate field presenters. Not a generic scheduling tool bolted together.
See every representative, every week, color-coded at a glance. Navy means booked. White means open. Your team always knows who has room before they pick up the phone.
One flow covers every outcome of an outreach call — book on the spot, send a self-scheduling link, or continue the conversation. No duplicate data entry.
Send a link, the client picks a date from your configured window, a representative is assigned automatically. No back-and-forth emails. Clients move at their own pace.
Attribution is automatic. Phone bookings credit the scheduler who called. Scheduling links credit whoever generated them. Territory bonuses route to manager approval.
Set system-wide or regional blocks for holidays, seasonal closures, and company events. Blocked weeks disappear from every scheduling link automatically. Schedulers never see it happen.
Build the questions your representatives need before a visit — per location type, per campaign. Custom fields, section dividers, full change history so nothing changes without a record.
Every representative. Every week. One grid. Navy is booked. Amber is an invite awaiting confirmation. Slate is a system block. White is an open slot. Your team reads the whole picture in two seconds.
Start Free TrialBefore Cordy, we were managing rep schedules in a spreadsheet, booking links in email, and commissions in a separate system. Now it's all one place. The team spends time talking to clients, not chasing data.
Operations Manager · Financial Services Firm
30 days free. No credit card required. Set up your team in under 10 minutes.