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eKYROS by FundEasy
Options United integration

eKYROS + Options United

Options United is a nationwide marketing and call center service that helps route clients to nearby centers. Helpline consultants book appointments directly into a center's calendar, and clients can book on the center's website.

Options United PlusLink eKYROS
What it changes

The referral arrives as an appointment

Routed to the nearest center

Clients reach a center near them at the moment they are ready.

In the scheduler, not an inbox

Appointments arrive in eKYROS where the front desk already works.

Accepted, not re-entered

Staff accept the appointment into the center schedule rather than rebuilding it.

Features

How the connection works

Appointments created by Options United appear in the eKYROS scheduler for the center to accept.

Books into your availability

Bookings use the availability you set in eKYROS, and each one waits in your Scheduler for staff to accept.

Arrives in eKYROS

The appointment appears in the scheduler rather than as a message to transcribe.

Accepted by the center

Staff accept the appointment into the center schedule when they open.

Questions

Options United questions

Do Options United appointments come into our schedule?

Yes. They appear in the eKYROS scheduler and can be accepted into the center schedule.

How do bookings use our availability?

Bookings use the availability you set in eKYROS, and each one waits in your Scheduler for staff to accept.

See a referred appointment arrive

Thirty minutes, on your data or ours.

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