Financial Advisor Scheduling Software
Create a free financial consultation booking link in 2 minutes. Fill in the form, preview your page live and publish it for clients to book.
Booking Page
Payment integration, color customization, more booking controls, and other advanced options can be added after publishing.
What is financial services scheduling software?
DaySchedule lets financial advisors, planners, insurance agents and banks offer a self-service booking link for client reviews and consultations. Clients book in their own time zone, share context on the intake form, and receive reminders, with calendar sync to keep advisors double-booking free.
Allow customers to learn more about your services and check availability for meetings
What clients can book
- Financial planning and portfolio reviews
- Insurance and mortgage consultations
- Loan and account opening appointments
- Annual client check-ins
Need more than one booking type? See 1-1 meeting software or compare plans and pricing.
How to create a financial consultation booking link
1Add your financial advisory firm details
Enter your financial advisory firm name, a page title and a short description. Upload your logo so clients recognise your brand.
2Set your availability
Choose the days you work, your opening and closing time, and how long each financial consultation lasts. Time slots are generated automatically.
3Choose a location
Pick in person and add your address, or online and add a video meeting link.
4Publish and share your link
Click Publish to get your booking link. Share it on your website, Google Business Profile, WhatsApp, email or social media and start taking bookings.
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See financial advisor scheduling software in action
Create events, manage bookings, sync calendars and send reminders, all from one dashboard.
Set this up in minutes on your own DaySchedule account.
Sign up freeFinancial Advisor Scheduling Software
Allow customers to learn more about your services and check availability for meetings
Set this up in minutes on your own DaySchedule account.
Sign up freeCreate your 1:1 event for appointments
Set up a bookable event in minutes. Choose the duration, location (in-person, phone or video call) and booking questions, then share the link with clients.
Set this up in minutes on your own DaySchedule account.
Sign up freeManage all your event types in one place
View, edit, duplicate or disable your booking pages from a single list, and copy a shareable link in one click.
Set this up in minutes on your own DaySchedule account.
Sign up freeSet your working hours and schedules
Define weekly availability, add date overrides for holidays or days off, and let clients book only when you are actually free.
Set this up in minutes on your own DaySchedule account.
Sign up freeFind the right time across your team
Use round-robin or collective scheduling so clients can book with whichever team member is available, without any back and forth.
Set this up in minutes on your own DaySchedule account.
Sign up freeTrack every appointment from your dashboard
Get a clear overview of upcoming appointments, recent activity and booking trends as soon as you log in.
Set this up in minutes on your own DaySchedule account.
Sign up freeManage, reschedule or cancel bookings
See every upcoming and past booking, view invitee details, and reschedule or cancel appointments with a click.
Set this up in minutes on your own DaySchedule account.
Sign up freeSync with your favorite calendars
Connect Google, Outlook or other calendars to prevent double bookings and automatically add new appointments to your calendar.
Set this up in minutes on your own DaySchedule account.
Sign up freeReduce no-shows with automatic reminders
Send confirmation and reminder emails or SMS before each appointment so clients show up on time.
Financial Services scheduling FAQs
Can clients share their goals before the meeting?
Yes. Add intake questions like investment goals, income range or product of interest to the booking form.
Can I use Microsoft Teams for client meetings?
Yes. Connect Microsoft Teams, Zoom or Google Meet and a unique meeting link is created for every booking.
How do I create a financial consultation booking link?
Enter your financial advisory firm name, set your available days, hours and financial consultation duration in the generator above, choose an online or in-person location, then click Publish. DaySchedule creates a shareable booking link that clients can use right away.
Is DaySchedule free for financial services scheduling?
Yes. The free forever plan covers 1:1 bookings with calendar sync, video conferencing, a customizable booking page and an embeddable widget. Paid plans start at $8 per user per month and add group and round robin bookings, online payments, automatic reminders and team management, with a 7-day free trial.
Will clients get appointment reminders?
Yes. Clients get an instant email confirmation with reschedule and cancel links. On paid plans, automatic reminders are sent by email, SMS or WhatsApp before each financial consultation.
Does it sync with Google Calendar or Outlook?
Yes. Connect Google Calendar, Outlook or Office 365 and busy times are blocked on your booking page automatically, so you are never double booked.
Start taking financial consultation bookings today
Publish your free financial services booking page in minutes, then add payments, reminders, team members and your own branding when you are ready.
