Our online appointment software can accept appointments even when you're with another client or after hours.
- Eliminate phone tag to set up appointments
- No shows are dramatically reduced because your client receives a confirmation email and a reminder email
- Clients can book their service in less than a minute on a single screen.
- Affordable! Our online appointment software will pay for itself by reducing the amount of time you spend scheduling your clients.
- Your clients will love the option of scheduling appointments online!
Typical plans used by financial advisors:
The right plan for you depends primarily on how many staff you have and the number of services you provide. Below is an example of plans that are typically used by financial advisors, but if you have a special need please contact us to discuss the best way to integrate the online scheduling software into your business.
Try the live demo.
Solo Deluxe Plan ($20/month)
This plan is perfect for financial advisors that operate independently. It allows a single staff member an unlimited number of service options.
Standard Plan ($30/month)
This plan is for firms with two or more financial advisors. It allows for 30 staff/service combinations. This means you could offer any of the following:
- 3 staff offering 10 services each
- 4 staff offering 7 services each
- 5 staff offering 6 services each
- ....or any other combination up to 30 combinations
Set up your online calendar today and start accepting appointments tomorrow!
