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Give clients a professional way to book time with you.
Finance and wealth advisers sell time and trust. A public booking page should feel measured: named meeting types, honest availability, and reminders that keep annual reviews and first meetings in the diary. is built for that, without dressing the firm up as a salon.
Calendly-style links work until you need staff diaries, location hours, payments, or a record that the rest of the firm can see. is the client-facing layer of a booking product that already tracks status, messages, and payments in teamworX.
Clients booking a review should not land on a consumer beauty marketplace. Your page is a professional appointment path you can put on the website, in email, and on Google Business Profile.
Reminders reduce the expensive empty hour after a client forgot a review. Optional deposits are available on Pro if you charge for certain meeting types.
As paraplanners or additional advisers take client-facing bookings, add seats rather than inventing a new tool. Enterprise is there when you need five or more seats or multi-location commercial rules.
Publish meeting types such as introductory call, annual review, or in-person meeting with durations that match how you actually work.
Working hours and exceptions keep half-days and leave off the public calendar. Reminders go out on your schedule.
Notes on the booking help the adviser prepare. The client still only sees the professional public journey.
Set working hours, breaks, and exceptions such as holidays so every site shows accurate availability.
Send reminders at the right time, reduce missed appointments, and keep the calendar moving.
Clients find your business, choose a time, pay securely, and manage bookings without your staff re-keying details.
See what clients say, keep private notes, and keep the team aligned on every visit.
Companies tagged Finance appear under Finance and Wealth on Explore and on this industry map.
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Answers for Finance and Wealth operators using pencilIN.
