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Financial Service Appointment Scheduling software

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Deep features for winning financial services companies

Clients can book financial consultations instantly

Whether it’s for a portfolio review or a debt restructuring chat, instant booking saves time on back-and-forth. It keeps your pipeline organized and your day predictable.

Financial Service Appointment Booking App

Showcase services, outcomes, and client trust

Use your booking page to highlight the services you offer—retirement planning, wealth management, risk assessment. Share success stories and make your firm’s value clear.

Financial Service Scheduling Page

Collect goals, timelines, and financial concerns upfront

Asking a few questions while booking—like investment horizon or pain points—lets you walk into meetings with real context. You’ll waste less time and build faster trust.

Financial Service Booking Questions

Reduce no-shows with smart automated follow-ups

Clients juggling money matters often miss appointments. Timely reminders keep them on track and ensure you don’t lose valuable hours on empty slots.

Financial Service Meeting Reminders

Collect planning fees or deposits securely online

Whether it’s a paid discovery call or a retainer for long-term advisory, collecting payments upfront creates a smoother engagement from day one.

Financial Service Online Payments

Coordinate calendars across advisors or firm branches

For teams working across locations or markets, scheduling can get messy. Centralizing it all in one place ensures transparency and reduces scheduling conflicts.

Financial Service Multi Location Booking

Offer varied sessions with unique durations and outcomes

A 15-minute check-in on savings goals isn't the same as a full portfolio analysis. Tailor service types with proper buffers, durations, and outcomes to keep delivery sharp.

Financial Service Multiples Services Booking

Balance lead distribution across multiple financial advisors

If multiple advisors are taking new clients, round-robin logic ensures fair distribution. That means less internal conflict, and faster responses for prospects.

Financial Service Round Robin Scheduling

Showcase individual specialties and financial strengths

Let clients choose who they speak with—whether it’s an insurance expert, a retirement planner, or someone who handles early-stage startups. Profiles help match people to the right guidance.

Financial Service Team Profiles

Quickly adapt for seasonal spikes or travel schedules

Some quarters are intense—especially around tax season or market volatility. Flexible availability settings help you expand or restrict your calendar without breaking routine.

Financial Service Custom Calendar Availability

Embed booking links into portals, emails, or social media

Clients may discover you anywhere—on LinkedIn, through a newsletter, or at an event. A consistent booking link makes sure they can act fast, wherever they are.

Financial Service Meeting Booking Link

Easy Setup. On-Call Help When You Need It

Switch from old clunky Financial Service Appointment Scheduling software

5-minute setup

Book With Confidence

No technical skills required

Stress-free experience

Call + Email support

Flexible contact options

Financial Service Appointment Scheduling software which covers all niches

Legal Service firm
Legal Service firm
Consultant
Consultant
Accountant
Accountant
Business Agency
Business Agency
Freelancer
Freelancer
CPA Firm
CPA Firm
Attorney
Attorney
Lawyer
Lawyer

No commission, No license fees.

Just simple, fair pricing

monthly
Yearly
(save upto 20%)

Free Plan

$0/user/month
For personal use.
  • 2 events
  • Multiple calendars
  • Automated meeting reminders
  • Customisable scheduling page
  • Customisable booking questions

Standard

$9/user/month
For professionals.
  • All free features
  • Unlimited events
  • Zapier integration
  • Paypal integration
  • Priority Support

Teams

$15/user/month
For growing businesses.
  • All standard features
  • Teams scheduling page
  • Round robin scheduling
  • Collective scheduling

Enterprise

$25/user/month
For large companies.
  • All teams features
  • Account manager
  • Custom integrations
  • Phone Support
  • Personalised onboarding & Training

100% of features needed in a Financial Service scheduling app

Automated Reminders
Ensure clients never miss a meeting with automated email reminders. This feature helps financial service professionals reduce no-shows and maintain a consistent schedule, improving client satisfaction.
Booking Links
Create simple, shareable booking links for clients to schedule appointments at their convenience. This streamlines the process for financial advisors and ensures seamless scheduling with industry appointment booking systems.
Workflows
Set up automated workflows to send timely emails before, during, and after meetings. This keeps clients informed and engaged throughout their financial planning journey.
Buffers
Avoid burnout and ensure quality client interactions by adding buffer times between appointments. This feature helps financial professionals stay focused and prepared for each meeting.
Calendar Sync
Keep your schedule organized by syncing with Google, Outlook, or Apple calendars. This ensures all appointments, including those booked via industry calendar scheduling software, are up-to-date.
Website Embed
Allow clients to book appointments directly from your website. Embedding scheduling options enhances user experience and integrates seamlessly with your financial service offerings.
File Sharing
Share important documents, such as financial reports or agreements, directly on your scheduling page. This simplifies the process for clients and ensures they have all necessary materials before meetings.
Team Scheduling
Coordinate schedules across multiple team members and locations. This feature is ideal for financial firms with diverse teams, ensuring smooth collaboration and efficient use of industry appointment booking systems.
Images and Videos
Enhance your booking page with images and videos to showcase your services, explain processes, or build trust with potential clients in the financial sector.
Notice Period
Set a notice period to ensure you have adequate time to prepare for client meetings. This feature helps financial advisors manage their schedules effectively.
Round Robin Allocation
Automatically assign meetings to team members in a fair and balanced way. This ensures workload distribution and maximizes team efficiency in financial services.
WhatsApp Integration
Enable clients to initiate WhatsApp conversations directly from the booking page. This provides a quick and convenient communication channel for financial queries.
Booking Questions
Gather essential client information with customizable pre-booking questions. This helps financial professionals prepare for meetings and deliver personalized advice.
Collective Scheduling
Schedule meetings that require the presence of multiple team members. This feature simplifies coordination for financial firms handling complex client cases.
Custom Availability
Set custom availability to account for holidays, events, or other exceptions. This ensures your calendar reflects accurate availability for clients booking through industry scheduling software.
Profile
Provide clients with essential information, including your profile, FAQs, and company details, directly on the scheduling page. This builds trust and helps clients make informed decisions.

Latest news in Financial Service scheduling space

Most financial advisors I know didn’t sign up to be part-time admins. But that’s what a manual calendar can turn you into. Lately, though, I’ve seen more and more of them moving to smarter setups — not flashy tools, just quiet fixes that remove friction. Custom pre-booking questions are doing more than you'd expect. According to Lunacal’s 2025 Scheduling Experience Report, 62% said session quality improved when they added a few context-gathering fields upfront. Also surprising: the shift toward round-robin scheduling. Once dismissed as “too impersonal,” it’s actually freeing up teams. 44% reported saving 4+ hours every week. That adds up fast in a boutique wealth firm. And here’s what no one tells you — adding your brand story to a booking page is working. 71% of solo operators say it helps. It’s not about vanity. Clients want to know who they’re talking to. Even accountant booking software is seeing similar behavior. One old-school firm in Illinois embedded a booking link directly into their quarterly report email. Conversion shot up 30%. That’s not typical — but it’s not rare either. According to the same Lunacal report, 78% of respondents said embedded booking links improved conversions. Interestingly, I spoke with a small agency recently using a business agency appointment booking tool and borrowing some of the financial world’s tactics — like short explainer videos on the calendar. That cross-pollination is real 🧠 The irony? The only folks not upgrading are the ones who need it most. 9% are still stuck manually ping-ponging emails.

Frequently Asked Questions

I’ve used Lunacal across my team—it handles multiple advisors, custom meeting types, and gives us clean booking pages that actually reflect the quality of service we offer. Clients see the link, book, and show up prepared.

Yes. I created separate appointment types for each with their own durations, reminders, and prep questions. This setup was inspired by how a CPA firm booking tool separates consultations from compliance work.

Calendly can get you started, but it won’t support team logic, custom questions, or follow-ups. I outgrew it once I had more than five clients booking regularly.

Absolutely. I’ve embedded mine on the homepage and my lead magnet landing pages. A similar flow is used in freelancer scheduling platforms—makes the client journey smoother.

Multiple team calendars, timezone handling, reminder automation, and intake questions. You want clients to know what they’re booking and come in with the right mindset.

Yes. The better ones allow round-robin logic or let each advisor manage their own availability. I’ve seen this used effectively in law firm booking systems where team alignment is critical.

More systems now allow you to show past success stories, embed intro videos, and even let clients choose services based on goals. I picked up some of these tricks after seeing how a consulting scheduling tool was doing it.

I send a reminder 24 hours before, another an hour before, and include a checklist of what to bring—statements, IDs, etc. Once I added that, no-shows dropped significantly.

Yes. I run free intro calls and charge for detailed planning. I set up different links and confirmation emails for each so there’s no confusion.

Absolutely. I ask for their main goals, current provider (if any), and a quick risk tolerance score. Makes the first call much more focused.

Authored & Reviewed by:

Emma RobertsLegal Tech & Compliance Writer

Emma Roberts is a legal technology consultant based in Chicago, Illinois, with over a decade of experience working with law firms, CPA practices, and independent consultants. After graduating with a degree in Political Science from Loyola University Chicago in 2012, Emma started as a paralegal and later moved into operations consulting. Throughout her career, Emma has helped professional service firms streamline everything from client intake forms to appointment scheduling platforms, helping firms respond faster and close more high-value clients. She believes that “in legal and financial services, your ability to book the first meeting quickly says more about your firm than any website ever could.” When she's not advising clients, Emma is an amateur baker and often spends Sundays experimenting with new pastry recipes.

Experience with Scheduling Tools

LawTapClio SchedulerSetmoreAppointy

Pranshu KacholiaFounder, lunacal.ai calendar scheduling software

Pranshu Kacholia is the founder of Lunacal.ai, a next-generation calendar scheduling platform built to turn passive booking pages into active brand experiences. He has in-depth expertise of building appointment booking tools and implementing them across industries. Before founding Lunacal, Pranshu served as the Head of Marketing at Happay (India’s largest T&E platform) and ClickPost (Asia’s second-largest logistics intelligence platform). His work at Happay contributed to the company’s expansion into enterprise markets, while at ClickPost, he played a key role in positioning the brand as a category leader across India and Southeast Asia.

Experience with Scheduling Tools

Lunacal.aiCalendlyAcuity SchedulingSquare AppointmentsSetmoreDoodleBooksyMindbodyFreshaSimplyBook.meHoneyBook