Client project · Appointment booking software for agents · Gilbert, AZ

Building MEETVIA, an appointment booking app for insurance agents

MEETVIA is a web app for insurance and financial agents, run by Meetvia LLC in Gilbert. The agent books a client, MEETVIA sends a one-tap consent text, a confirmation and reminders, and the outcome the agent logs starts the right follow-up.

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Client: Meetvia LLC
Location: Gilbert, AZ
Industry: Appointment booking software
Built: Sept to Oct 2026
Stack: Cloudflare Workers, D1, Twilio, Google Calendar, Zoom, Stripe
Service area: Gilbert, AZ, built for agents across the United States

The challenge

Insurance and financial agents book many appointments and lose a share of them to no-shows. Texting clients also needs documented consent, and follow-up after each meeting tends to fall through the cracks.

The project started as a scheduling homepage for one agency. After client feedback it was renamed MEETVIA and repositioned as a standalone product for any agent or agency.

The work

What we did, step by step

First homepageOn Sept 27, 2026 we built the first scheduling homepage for the project.
Rebrand and demoOn Oct 18, 2026 we rebranded the product as MEETVIA and built the marketing site, FAQ and a no-login clickable demo with a guided tour of all 28 screens.
Rework from feedbackWe turned the client's annotated feedback into an agent portal: a book a client flow, agent and agency owner views, a master calendar, a no-show rebooking drip and two plans.
Build the real productOn Oct 25, 2026 we built the working app on the same screens, with Google sign-in, agencies with owner, admin and agent roles, and a 14-day Pro trial.
Add consent textingWe built two-way SMS through Twilio with a one-tap YES or STOP consent text. Every consent event is logged with a timestamp, source and the disclosure shown.
Automate reminders and follow-upA scheduled job sends due messages every minute, holds texts overnight in the agency's time zone, and stops on rebook, STOP or cancel. Logging a sale, no sale, no-show or reschedule starts the matching follow-up.
Connect calendars and meetingsWe added Google Calendar busy-time sync and event write-back with Meet links, and Zoom meetings created per booking.
Prepare billing and complianceWe built Stripe checkout and a billing portal with per-seat pricing, and wrote TCPA, privacy, terms, do-not-sell, accessibility and cookie pages. Google sign-in verification, carrier text registration and Stripe activation were still in progress at last check.

What's on it

Agent books a client in a short flow
One-tap consent text with a full consent log
Custom reminder timing and day-before reconfirm
Four outcome types with automatic follow-up
No-show and no-sale rebooking drips
Self-serve booking page and website embed for each agent
Agency overview, master calendar and per-agent stats
Google Calendar and Zoom connections

Search and local setup

Organization, SoftwareApplication, WebSite and FAQPage schema
FAQ and glossary pages for agent questions
Clickable demo at /preview that needs no login
llms.txt, robots.txt and web manifest
Open Graph image for sharing

Questions

Questions people ask about this work

How can insurance agents reduce appointment no-shows?

MEETVIA sends a one-tap consent text, a confirmation and reminders, plus a day-before reconfirm by text. When an agent logs a no-show, a rebooking drip starts on its own and stops as soon as the client rebooks.

Do insurance agents need consent before texting clients?

Texting rules like the TCPA expect documented consent. MEETVIA asks for a YES reply and logs every consent event with the time, source and disclosure text, so the agent has a record.

Can a booking app sync with Google Calendar and Zoom?

Yes. MEETVIA reads busy times from Google Calendar, writes events back with Meet links, and can create a Zoom meeting for each booking.

Services in this project

Website creation AI implementation CRM

More work