A booking page for financial advisers — compliant, simple, professional
Let prospects and existing clients book initial consultations, annual reviews, and follow-up calls without calling your PA. One link. Calendar-synced. Reminders sent automatically.
No credit card required. Free plan includes 20 bookings/month.
Designed for the advisory appointment cycle
Multiple booking types
Create separate booking types for initial consultations, annual reviews, protection reviews, or ad hoc queries — each with its own duration and questions.
Pre-meeting intake
Collect what you need before the call — investment objectives, current providers, estimated portfolio value. Arrive ready to advise.
Secure video rooms
Browser-based video calls — no app download. One link in the confirmation email is all clients need.
Automated reminders
Email and SMS reminders fire before every appointment so clients turn up prepared — not late or forgetting the call entirely.
Calendar sync
Connect Google or Outlook. Clients only ever see your real free slots, even across multiple diaries.
Website integration
Add a "Book an appointment" button to your firm's website — one line of embed code.
What's available now
Set up your booking page today
Free for 20 bookings/month. No setup fee. No contract.
Create your free account →