Financial planners: booking annual review meetings online

Annual reviews keep client relationships alive, but arranging dozens of them by email takes days. Open review slots on a booking page and send existing clients the link: each one picks a time that suits them, the review season fills itself, and you spend your time preparing reviews instead of agreeing dates.

On Book, each service has a name, a price and an optional description shown on your public page, and each slot belongs to one service, sits within one day and has its own capacity. Give each meeting type one place per slot.

Durations are examples: set your own. Leave the price empty if reviews are part of your ongoing service.

Pick the weeks you want to hold reviews, for example after the tax year or in the autumn, and open review slots for those weeks only. Slots repeat each week on the weekdays you choose until an end date, so a review season of Tuesday and Thursday slots takes a few minutes to set up. When a slot is booked, it leaves your page. Send the booking link to clients by email with a short note on what the review covers.

The booking form takes first name, last name, email and phone, plus an optional note that reaches you in the new booking email and also appears in the client's calendar file. Say in the description that figures and account details don't belong in the note: a short topic is enough.

Offer video reviews as their own service. Book doesn't create video links: send yours by email after the booking.

Book has one page per business and no staff field. If several advisers share the firm, create one service per adviser, such as "Annual review with Sophie", so each client books their own adviser. Slots of different services can overlap.

At the end of the review, book next year's meeting yourself from your bookings list. First and last name are enough; if you enter the client's email, they get a confirmation with a calendar file, so the date sits in their calendar a year ahead. Book doesn't send reminders, so this booking keeps the review on track.

Clients can't move or cancel online: they contact you, and rescheduling works across services, so an office review can become a video one. Book doesn't take payments. Your bookings sync with Google, iPhone or Mac calendars. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.