FOR ADVISORS & FIRMS

Financial Services Appointment Scheduling

Make it easy for clients to book reviews, onboarding calls, and check‑ins. Reduce back‑and‑forth scheduling and keep your calendar organized automatically with confirmations and reminders.

Great for intro calls, annual reviews, planning sessions, and follow‑ups.

Less back‑and‑forth

Clients self‑schedule

Fewer no‑shows

Automated reminders

Clear visit types

Durations by meeting

Always synced

Google/Outlook calendars

COMMON APPOINTMENTS
Intro Consultation20–30 min
Annual Review45–60 min
Planning Session30–60 min
Quick Check‑In15–20 min
Meeting types Reminders Buffers Calendar sync

Spend more time advising—less time scheduling

A professional scheduling flow helps clients book quickly and keeps meetings consistent.

Faster client booking

Let clients self‑book reviews and check‑ins without email ping‑pong.

Reduce missed meetings

Automated confirmations and reminders help reduce no‑shows.

Clear meeting structure

Separate appointment types by duration so schedules stay realistic.

Stay organized automatically

Calendar sync keeps availability accurate across your team.

How it works

1
Create meeting types

Set up intro calls, reviews, planning sessions, and follow‑ups with the right length.

2
Share your booking link

Add it to your site and emails so clients can book in seconds.

3
Stay organized automatically

Confirmations, reminders, and calendar updates happen automatically.

Features built for client meetings

Simple scheduling controls that keep your calendar predictable and client-friendly.

Multiple meeting types

Create different appointment types with different durations and rules.

Calendar sync

Keep availability accurate with Google Calendar and Outlook.

Automated reminders

Reduce no‑shows with confirmations and reminders.

Booking rules & buffers

Add buffers and lead time so your schedule stays controlled.

Time zone detection

Remote clients book the correct time automatically.

Intake questions

Collect goals and priorities so meetings start prepared.

INTEGRATIONS
Fits your workflow
Connect calendars and meeting tools in minutes.
Google Calendar Outlook Zoom Google Meet

What teams say

Scheduling annual reviews used to take days of emails. Now clients pick a time and it’s done.

— Advisor

Reminders reduced no‑shows and calendar sync keeps our team organized automatically.

— Operations Lead

FAQ

Can we separate new clients and reviews?

Yes. Create different meeting types with different durations and booking rules.

Can clients reschedule themselves?

Yes. You control reschedule and cancellation rules to reduce disruption.

Can we limit last‑minute bookings?

Yes. Use lead time rules and booking windows so meetings are scheduled on your terms.

Does it sync with calendars?

Yes. Sync with Google Calendar and Outlook so availability stays accurate.

Ready to modernize client scheduling?

Make it easier for clients to book meetings and keep your calendar organized with reminders and sync.

Bookafy


"See why +25,000 organizations in 180 countries around the world trust Bookafy!

Feature rich, beautiful and simple. Try it free for 7 days"

Casey Sullivan

Founder

Bookafy



"See why +25,000 organizations in 180 countries around the world trust Bookafy for their online appointment booking app!

Feature rich, beautiful and simple. Try it free for 7 days"

Casey Sullivan

Founder