Create walk-in appointments by entering first and last name or importing from CSV/XLSX. Scan VIN, mileage, and license plate using the camera. Select advisors from a numbered picker. Edit arrival time and notes.
The app processes payments online and in person using a mobile phone and Bluetooth-connected card reader. It offers event registration, a product catalog, and optional Salesforce integration for real-time data recording.
The app provides real-time access to health benefit account information, allowing users to check balances, view claims, and manage transactions. It offers secure login and intuitive navigation for managing HSA, HRA, and FSA accounts.
