Online booking for investment advisers

Prospects want a first call, clients want their annual review, and every meeting takes a round of emails to fix. With Book, they book a discovery call, a review or a video meeting on your own booking page. €5/month, everything included.

€5/month

Everything included. No commission, no catch.

Start for €5/monthCancel anytime. Live tonight.

Made for investment advisers 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 call, First advice meeting, Annual portfolio review, Video review meeting, Retirement planning session, Short follow-up call. Each one gets its own price and duration.

Example services for investment advisers

Service	Duration	Price
Discovery call	30 min	Free
First advice meeting	1 h 30	€150
Annual portfolio review	1 h	€100
Video review meeting	45 min	€80
Retirement planning session	1 h 30	€150
Short follow-up call	20 min	Free

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.

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

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

Up and running tonight

1
Sign up and pay €5.
Email, password, card. Two minutes.
2
Add your services and hours.
Discovery call, First advice meeting, Annual portfolio review — each with a price and a duration. Then open your slots.
3
Share your link.
On Instagram, Google Maps, your shop window. Bookings start coming in.

Adviser booking software: what you set up

Book gives you one public booking page with your types of meeting, prices and free times. Clients book in a few clicks without an account, and every meeting lands in one list and in your synced calendar. Setting it up takes a few minutes:

Create one service per type of meeting, with what it covers and what to prepare.
Open slots on your meeting days, including some early or late slots for clients who work, repeated each week until an end date.
Share your link on your website, newsletter and email signature.
Sync your calendar with Google, iPhone or Mac.

Discovery calls for new prospects

A free short call lets a prospect explain their situation before a full meeting. Offer it as its own service with a few slots each week, so it doesn't take over your diary.

Annual reviews

Reviews come back once a year. At the end of a review, book next year's from your list if your slots are open that far, or send clients your link a few weeks before. If you enter their email, they get a confirmation with a calendar file.

Confidentiality and video

The booking note appears in the client's calendar file, so ask for a short subject only, never account details. Video meetings are 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 documents, no payments, no reminders. Clients can't move or cancel online: they contact you and you move the meeting.

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 investment advisers ask

Can I offer a free discovery call?

Yes. Create a short service and leave the price empty or say it's free.

How do I handle annual reviews?

Book next year's review from your list, or send your link a few weeks before.

Should clients write financial details in the note?

No. Ask for a short subject only; the note appears in their calendar file.

Does Book create video links?

No. Send your meeting link by email after the booking.

Do clients need an account?

No. They choose a meeting and a time and fill in their name, email and phone.

How much does Book cost?