
Field visits, booked without the back-and-forth.
- Your scheduler calls the district, books on the spot or sends a link.
- The week locks for that rep — no double-booking.
- Capacity, regions, declines, reassignments and commissions — handled.
The scheduling platform for organizations that run a team of advisors, representatives or specialists — field visits, client appointments and personal booking links, with the scheduling team built in.
30 days free · all modules · no card




Managers approve, reassign and see everything.
Schedulers book, send links and earn attributed commissions.
Advisors get an app, their calendar connected, and nothing else to learn.
Clients get a page that works on a phone and a confirmation that arrives.


Invite your team, connect Outlook, Google or Zoom, set hours and regions.
Call and book, send a link, publish a page, or share an advisor’s own link.
Calendars, confirmations, reminders, commissions, no-shows, reports. No spreadsheets, no double-entry.
Before 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
Read the story →Platform $199 a month with unlimited managers and schedulers and 10 advisors included; then $7, $8 or $4 per advisor for Coordination, Appointments or Meet — $15 for all three.
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Set up your team in an afternoon. Your scheduling team, your advisors and your clients — on one platform.
30 days free · all modules · no card