Financial Advisor Booking Software: Appointment Scheduling & Payments

Appointment Scheduling Software for Financial Advisors

Spend less time scheduling,
more time advising clients.

Start your free 14-day trial today!

Booking software that pays dividends

Your clients come to you in order to improve their finances – to find ways to cut out superfluous spending and increase their net worth. Bookedin’s appointment scheduling software is here to help you do the same for your business. We’ll help eliminate scheduling conflicts and reduce the amount of manual booking you need to do, saving you time and money. Automation breeds efficiency, and we’re here to help automate your booking.

financial advisor app
financial advisor app

Booking software that pays dividends

Your clients come to you in order to improve their finances – to find ways to cut out superfluous spending and increase their net worth. Bookedin’s appointment scheduling software is here to help you do the same for your business. We’ll help eliminate scheduling conflicts and reduce the amount of manual booking you need to do, saving you time and money. Automation breeds efficiency, and we’re here to help automate your booking.

Booking is simple and efficient with easy-to-use online payment and booking software.

Get instant notifications when a client books a new appointment with you.

With our financial advisor booking app, you can manage multiple advisor calendars, book appointments, change availability, set your rates, make client notes and more.

lisel sutter financial consultant Lisel Sutter, Financial Consultant

Excellent customer service ★★★★★

Easy to learn, simple to use. Excellent customer service. Highly recommended. Most importantly, Bookedin eliminates the back and forth for scheduling appointments.

Lisel Sutter, Financial Consultant

It’s time to say “no” to stress

Get work & life back into balance

online booking notifications calendar desktop phone
appointment booking and scheduling apps

Streamline your scheduling

Your clients want you to help them balance their books and stay on budget. Our software will help you be fully booked while staying within your budget. Reduce inefficiencies like missed appointments and scheduling conflicts. Save money that you would have spent on hiring someone to handle booking for you when you use our financial advisor booking app. We’ll help you make your business more efficient.

  • Automatic text & email appointment reminders for clients
  • Handy booking notifications for staff
  • Easily manage your schedule anywhere you go

Build your dream client list

Sit back and watch the appointments roll in

tattoo shop appointment schedulingtattoo shop appointment booking form
financial advisor booking app

Get more clients

No matter where you are online, our automated booking software will enable clients to make an appointment with you any time of day or night. You can link to your booking page on your main website and on any social media sites you use. No matter where your clients find you, they’ll be able to book an appointment.

  • Free online booking webpage
  • Facebook “Book Now” button
  • Instagram booking link
  • Website integrations
  • Require a deposit payment upfront
gary kristiensen home appraisal Gary Kristensen

Makes us look more professional ★★★★★

“Bookedin has taken away my stress, eliminated the need for a secretary, and given our clients a more professional impression of our business. My clients now take care of the scheduling and I just look ahead to see what I have coming.”

Gary Kristensen
Financial Consultant Gary Sipos Gary Sipos,Financial Consultant

Lowered my stress levels

“I used to use Schedulicity, but then made the change to BookedIN because I can control my calendar MUCH better with Bookedin. Bookedin kicks Schedulicity’s butt!!! Bookedin does it right!!!!”

Gary Sipos,Financial Consultant
academic advisor booking app testimonial Kirsha F, Financial Aid Officer

Easy to use app ★★★★★

“This app is fantastic for booking appointments with students. They can access it easily and book an appointment that works for them without having to email back and forth with availability, however the ability to enter manually yourself, that option is available too. It is confidential; students can’t see who booked when and can only book in available time slots. I can access the appointments from my phone with the app and change my availability on the fly. There are lots of features that I do not use, but for what I need this is perfect and well priced.”

Kirsha F, Financial Aid Officer

Get your financial advisor software running in a snap

Start your free 14-day trial today!

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“Paid for itself the first day”

Charles Crose, Bookedin user

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