Legal and financial pros: what to ask when clients book

A first meeting with a lawyer, accountant or adviser goes better when you know the subject in advance. But details of a dispute, a tax situation or someone's finances don't belong in a booking form. With Book, clients book the right type of meeting on your own booking page, the note collects only what you need to prepare, and confidential documents travel by the channel you already use.

On Book, each service has a name, a price and an optional description, all shown on your public page. Each slot belongs to one service, sits within one day and has its own capacity. A service per meeting type lets the client pick the right length.

Durations are examples. Set your own fees according to the rules that apply to you; an empty price is hidden on your page.

The booking form takes first name, last name, email and phone, plus an optional note. The note reaches you in the new booking email and also appears in the client's calendar file, which may sit on a shared or work calendar. Treat it as logistics, not as a case file.

Say in each service description that clients shouldn't put names of other parties, amounts, account numbers or personal details in the note. Ask them to send documents after booking by the secure channel you already use.

For a video consultation, create a video service and send your meeting link by email: Book doesn't create video links.

For existing clients, book follow-ups yourself from your bookings list. First and last name are enough; with their email, the client gets a confirmation with a calendar file. Slots repeat weekly on the weekdays you choose until an end date.

Clients can't move or cancel online: they contact you, and you move the booking from your list. Book doesn't email clients about changes and sends no reminders. Your bookings sync with Google, iPhone or Mac calendars.

Book doesn't store documents, run conflict checks, take payments or send reminders. One booking page per business, no staff field: in a firm, create services per adviser. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.