Booking software for financial advisers.
Let clients book their fact-find or review online, protect the meeting with a deposit, and keep every conversation on the client's record.
Start with Google- Advice meetings booked online
- Fact-find, strategy and review each sized right
- Deposit or fee taken at booking
- Every appointment on the client's record
- Email reminders the day before
Online booking
Customers book themselves
Share your link and customers pick a service and slot at a price worked out for them, straight into your diary.
Learn moreSmart scheduling
A diary that fills itself
Clients book only the times you are genuinely free, and every booking lands on one clean timeline for the whole team.
Learn moreSee it in action
Every booking, in one app.
Schedule
Your whole day on one timeline
Every fact-find, strategy meeting and review lands on one daily schedule for the whole practice, so you always know who is next, who has confirmed and where the gaps are, without flicking between calendars.
Instant booking
Clients book into a genuinely free slot
Share your booking link and clients pick a meeting type and a time you are really free, each one held to its own length and priced up front, dropping straight into your diary with a reminder set.
- Fact-find & goals session90 minA$330
- Strategy presentation2 hrA$550
- Statement of Advice & written planPrepA$1,870
Get paid
Proposal to booked engagement, in a tap
Send an itemised advice proposal that becomes a booked engagement the moment it is accepted, and take a deposit up front or the full fee when the work is done.
Less admin, more bookings
Made for financial adviser businesses
A booking page for every stage of advice
Offer the fact-find, the strategy meeting and the review as separate bookable services, each with its own length, and clients pick a time you are actually free without a single scheduling email.
Review season without the ring-around
When a client's review falls due, send them your booking link and the date is settled in one step. The confirmation lands in their inbox and the reminder follows the day before.
Time protected by a deposit
A two-hour strategy meeting deserves better than an empty chair. Take a deposit or the full fee at booking so the client's commitment matches yours.
One record per client, the whole story on it
Each client's bookings sit on their record, so before the review starts you can see every meeting that led to it.
Start taking financial adviser bookings today
Set up in minutes. 200 bookings a month free, no card needed.
One app for every booking
Everything you need to run your financial adviser business.
Email reminders
Confirmations and reminders go out automatically, so fewer bookings are forgotten.
Common questions.
Yes. Your page lists your meeting types with real open times against each. The client books, the confirmation email sends itself and a reminder follows 24 hours out.
Send the client your booking link when their review is due and they choose a time that suits both of you. No rebooking phone tag, no dates lost in email threads.
You can. Ask for a deposit or the full fee when the meeting is booked. Card processing sits on the Pro plan at a flat 3%.
Yes. The Free plan carries 200 bookings a month with no per-booking fees and no card required to start.