Calendar Referrals
Clients can now book an introductory meeting directly with your recommended advisers through a shared calendar link. The referral is created automatically.
Calendar Referrals
Clients can now book an introductory meeting directly with your recommended advisers through a shared calendar link. The referral is created automatically.
A better way to introduce clients and advisers
You have identified an opportunity to make a referral. But what happens next is not always straightforward.
Clients might not follow up. Advisers can struggle to reach them. The back-and-forth to schedule a meeting slows things down and sometimes the introduction stalls entirely.
How Calendar Referrals work
Calendar Referrals let clients book an introductory meeting directly with your recommended advisers through a shared calendar link.
No chasing, no scheduling friction. When a meeting is booked, a referral is created automatically in RQ.
RQ users can share calendar availability for the professional firms and advisers they recommend to clients. With one link, clients book meetings directly with a trusted partner, saving time, improving the client experience, and keeping compliance and referral tracking intact.
Why we built it
Calendar Referrals help firms reduce the gap between introduction and first meeting. By sharing your partners' calendar availability directly with clients, you avoid scheduling back-and-forth, improve the conversion rate of introductions, and make it easier for clients to get time with an adviser.
Clients book meetings themselves. RQ logs when a meeting is scheduled, so every referral is recorded and trackable.
- Reduce time between introduction and first meeting
- Make it easier for clients to get time with advisers
- Capture the client's written consent as part of the booking process
- Track every meeting and referral automatically
How to set it up
Connect your advisers' calendars (Google Calendar or Microsoft 365) through your RQ settings. Once connected, shareable booking links are generated automatically. You can share these links directly with clients or include them in your referral communications.