Online booking for financial planners

New prospects want a discovery meeting, existing clients need their annual review, and arranging each by email takes days. With Book, both book on your own booking page, at the office or by video, and you fill your review season with one link. €5/month, everything included.

€5/month

Everything included. No commission, no catch.

Start for €5/monthCancel anytime. Live tonight.

Made for financial planners who'd rather be working

Really simple.

Add your services. Open your hours. Share your link. That's the whole setup — no training, no sales call.

€5 a month. Full stop.

One plan, everything in it. No commission on your bookings, however many you get.

All your services.

Discovery meeting, Annual review at the office, Annual review by video, Retirement planning meeting, Quick check-in call. Each one gets its own price and duration.

Example services for financial planners

ServiceDurationPrice
Discovery meeting1 hFree
Annual review at the office1 hYour rate
Annual review by video45 minYour rate
Retirement planning meeting1 h 30Your rate
Quick check-in call20 minFree

Examples only — you set your own services, durations and prices.

Your own booking page

Your name, your address, your services. Clients see the price before they book.

  • Every service with its price and duration
  • Next free slots, right on the page
  • Works on any phone. No app to install.
Your public booking page on a computer
Your public booking page on a phone

Every booking in one list

Who, which service, what time. Open one to move it or cancel it.

  • Reschedule or cancel in two taps
  • Add walk-ins and phone bookings yourself
  • Syncs with Google Calendar, iPhone and Mac
The list of your bookings on a computer
The list of your bookings on a phone

Set your hours once

Tap the calendar to open a slot. Repeat it every day you work. Done for the month.

  • Repeat slots by day of the week
  • One colour per service
  • Day off? Delete the slots. That's it.
Your availability calendar on a computer
Your availability calendar on a phone

Up and running tonight

  1. 1

    Sign up and pay €5.

    Email, password, card. Two minutes.

  2. 2

    Add your services and hours.

    Discovery meeting, Annual review at the office, Annual review by video — each with a price and a duration. Then open your slots.

  3. 3

    Share your link.

    On Instagram, Google Maps, your shop window. Bookings start coming in.

Financial planner booking software: what you set up

Book gives you one public booking page with your meeting types and free times. Clients book without creating an account. Setup takes an evening:

  1. Create your meeting types, with what to prepare in each description.
  2. Open review-season slots with an end date, and regular discovery slots.
  3. Email existing clients the link when the review season opens.
  4. Sync your calendar with Google, iPhone or Mac.

Review season

Each slot has one place and leaves your page when booked, so the season fills without email back-and-forth. At each review, book next year's from your bookings list; with an email, the client gets a confirmation with a calendar file.

Confidentiality

The booking note appears in the client's calendar file. Say in the description that figures and account details go through your secure channel, not the note.

Video meetings

Offer video reviews as their own service; Book doesn't create video links, so send yours by email.

What Book doesn't do

Book takes bookings only: no client files, no payments, no reminders. Clients can't move or cancel online: they contact you. In a firm, create services per adviser.

Price

€5/month, everything included: unlimited services and bookings, no commission, no contract.

One price. Everything in it.

€5/month

  • Your own booking page
  • Unlimited bookings
  • Unlimited services
  • Calendar sync — Google, iPhone, Mac
  • Confirmation email for every client

No commission. No contract. Just a fair price from day one.

Start for €5/month

Questions financial planners ask

Can I fill a review season with one link?
Yes. Open review slots and email clients the link.
Can prospects book a discovery meeting?
Yes. Create a discovery service.
Should figures go in the note?
No. Use your secure channel.
Do clients need an account?
No. They enter their name, email and phone.
Does Book handle payments?
No. Book only takes bookings.
How much does Book cost?
€5/month, everything included: unlimited services and bookings, no commission, no contract.

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