Active Agenda: EPBC Client Database

Active Agenda is a client database and scheduling system designed for WorkBC offices and their subcontractors. With over 10 years of experience serving the needs of employment service providers, Active Agenda has established proven track record of saving staff members' time, eliminating mistakes, and providing the data visibility needed to make business decisions.

BCEA Reports and Auditing

  • Create customized reports of your current and historic client data, including the programs and services provided.
  • Automatically keep a detailed appointment history of all your clients including cancellations, rescheduled appointments and no-shows.
  • Download audits of all client data into Excel.
  • Sample reports:

Appointment and Workshop Scheduling

  • Point-and-click client scheduling.
  • Maintain wait-lists for appointments and workshops.
  • Track client confirmation calls to maximize client attendance.
  • Sample client history reports:

Feature-complete

  • See all Client Bring-Forward dates to stay on top of client cases and make sure none of your clients slip through the cracks.
  • Minimize data entry errors with fine-grained security, revision controls and record amalgamation.
  • Schedule meetings and recurring appointments, automate reminders, and handle all the other scheduling needs of your office.
For more information, references from other organizations, or to request a live demonstration, please contact us.
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