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.
Book a Demo View PricingGreat 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 syncSpend more time advising—less time scheduling
A professional scheduling flow helps clients book quickly and keeps meetings consistent.
✓ Faster client bookingLet clients self‑book reviews and check‑ins without email ping‑pong.
✓ Reduce missed meetingsAutomated confirmations and reminders help reduce no‑shows.
✓ Clear meeting structureSeparate appointment types by duration so schedules stay realistic.
✓ Stay organized automaticallyCalendar sync keeps availability accurate across your team.
How it works
1 Create meeting typesSet up intro calls, reviews, planning sessions, and follow‑ups with the right length.
2 Share your booking linkAdd it to your site and emails so clients can book in seconds.
3 Stay organized automaticallyConfirmations, reminders, and calendar updates happen automatically.
Book a DemoFeatures built for client meetings
Simple scheduling controls that keep your calendar predictable and client-friendly.
Multiple meeting typesCreate different appointment types with different durations and rules.
Calendar syncKeep availability accurate with Google Calendar and Outlook.
Automated remindersReduce no‑shows with confirmations and reminders.
Booking rules & buffersAdd buffers and lead time so your schedule stays controlled.
Time zone detectionRemote clients book the correct time automatically.
Intake questionsCollect goals and priorities so meetings start prepared.
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.
Make it easier for clients to book meetings and keep your calendar organized with reminders and sync.
Book a Demo View PricingSave time with automated scheduling
Bookafy handles online booking, reminders, and calendar sync so you can focus on the work.
Try Bookafy free
Bookafy — online appointment scheduling for growing businesses.