Online booking for financial planners

Financial planning is built on a relationship over time. It usually starts with a short discovery meeting where you learn about the client's goals and explain how you work and charge. If it's a fit, a longer planning session follows, then the written plan, then regular reviews, often once a year or when life changes: a new job, a child, a house, an inheritance, retirement approaching.

A booking page supports each step: new prospects book the discovery meeting when they're ready, and existing clients book their review without waiting for you to chase them.

On Book, each type of meeting is a service with its own price and description, and you open slots for each at the length it takes. Use the description to say what the meeting covers, what information to prepare (payslips, pension statements, loan details) and whether it's at your office or by video. Clients can add a short note when booking; ask them to keep financial details for the meeting itself.

Clients book without an account, with their name, email and phone. They get a confirmation email, and you get an email for every new booking. Reschedule or cancel from your bookings list and let the client know, and sync your calendar with Google, iPhone or Mac. Book doesn't store financial data, send reminders, invoices or take payments. It costs €5/month, everything included: unlimited bookings and services, no commission, no contract.

Your page shows times in your business's time zone, with its name displayed, so there's no confusion for clients booking from elsewhere. To fill a regular week quickly, create a slot once and repeat it on the weekdays you choose until an end date.