Booking software for financial advisers in Canada.
Let clients book the right advice appointment, keep goals with it and run a review diary that reflects the real work.
Start with Google- Book advice appointments online
- See the review diary clearly
- Keep goals together
- Set weekly or monthly bookings
- Track each advice fee
BOOKING
Book the right advice appointment
Offer discovery meetings and annual reviews around seasonal demand and winter travel windows. Confirmed time enters the review diary.
Learn moreSCHEDULE
A diary built around goals
Keep advice appointment prep clear across appointments, remote calls and winter roads. Each booking appears as real work, not a mystery block.
Learn moreBuilt for you
Built for every kind of financial adviser business
Discovery meetings
Offer discovery meetings for advice appointments around seasonal demand and winter travel windows. Time enters the review diary.
Annual reviews
Set a suitable duration for annual reviews. Keep goals on the booking before work begins.
Retirement planning
Fit retirement planning around seasonal peaks and winter travel. Clients see advice appointment openings while protected time stays closed.
Insurance reviews
Book insurance reviews after a returning client’s seasonal enquiry. Keep client timing and goals together.
Investment discussions
Choose exactly when investment discussions can be booked and how long each advice appointment needs.
Cash-flow sessions
Show cash-flow sessions between the neighbourhood office and field visits. Everyone sees what is booked and who owns it.
Couple appointments
Set couple appointments as weekly or monthly work. Choose no end, a finish date or a set count.
Remote advice meetings
Open selected times for remote advice meetings and collect context first. The advice appointment arrives as real work, not a mystery block.
Financial Adviser bookings without the diary chase.
Bookables gives every advice appointment a time, client and clear record, so the next piece of work is easy to find and manage.
Options, with Pro
Offer selected advice appointments online, keep complex work under your control, and use standing bookings for regular client relationships. You decide what appears and when.
- Fact-find & goals session90 min$330
- Strategy presentation2 hr$550
- Statement of Advice & written planPrep$1,870
See it in action
Every booking, in one app.
Schedule
Your whole day on one timeline
Every fact-find, strategy meeting and review lands on one daily schedule for the whole practice, so you always know who is next, who has confirmed and where the gaps are, without flicking between calendars.
Instant booking
Clients book into a genuinely free slot
Share your booking link and clients pick a meeting type and a time you are really free, each one held to its own length and priced up front, dropping straight into your diary with a reminder set.
- Fact-find & goals session90 min$330
- Strategy presentation2 hr$550
- Statement of Advice & written planPrep$1,870
Get paid
Proposal to booked engagement, in a tap
Send an itemised advice proposal that becomes a booked engagement the moment it is accepted, and take a deposit up front or the full fee when the work is done.
Less admin, more bookings
Made for financial adviser businesses
Prepare each advice appointment
Start with the review diary, client context and goals in view. Preparation is clearer before the first appointment.
- The day makes senseSee discovery meetings, annual reviews, retirement planning in one working order, with durations that match the service rather than a default block.
- Context before the callOpen the booking to check goals, review notes and appointment context before the client arrives, calls or meets you on site.
- Ownership is visibleThe assigned financial adviser and appointment details stay clear to the team, so the work is not quietly waiting in someone else’s calendar.
Make quieter review diary time bookable
Offer advice appointment openings around seasonal peaks and winter travel; keep preparation, travel and involved work protected.
- Open selected timeChoose when each advice appointment can be booked. Clients see useful advice appointment availability without gaining access to every diary gap.
- Regular work stays regularUse standing bookings for repeat advice appointments and set the ending rule that fits the client relationship.
- Quiet gaps can moveUse coupons when you want to encourage bookings into quieter openings, without changing how the core advice appointment is managed.
Track the advice fee
The amount paid and the advice appointment stay connected, whether you record an offline payment or use online card payment with Pro.
- Offline payments countRecord cash or bank transfer manually on Free when the advice fee is settled outside Bookables.
- Card payment when usefulWith Pro, take full online card payment for the booked advice appointment, giving the fee a clear home beside the appointment.
- A cleaner client recordSee the advice fee beside goals and the appointment, rather than matching a bank line to a vague calendar entry later.
Start taking financial adviser bookings today
Set up in minutes. 200 bookings a month free, no card needed.
One app for every booking
Everything you need to run your financial adviser business.
Email reminders
Send email reminders with advice appointment time and details, before winter travel or a remote appointment. Preparation is easier to judge.
Common questions.
Yes. Publish the services and openings you want clients to see. Once an advice appointment is confirmed, that time is removed from availability and added to the review diary.
Yes. Online booking does not mean opening the whole diary. Offer selected advice appointment times online while you add sensitive, complex or referred work yourself.
Yes. Weekly or monthly standing bookings are available on Free. Each advice appointment run can continue without an end, finish on a date or stop after a chosen count.
Yes. The shared schedule shows the assigned person and booking context, so everyone can see who is responsible for the next advice appointment.
Yes. Email reminders can carry the appointment timing and practical details, giving the client a useful prompt before you prepare goals, review notes and appointment context.
Full online card payment is available with Pro. On Free, you can record cash or bank transfer manually, keeping the advice fee connected to the advice appointment.
Financial Adviser guides
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Choose booking form questions that help you price, schedule and prepare for the work, without making customers complete an unnecessary questionnaire.
ReadHow to write a cancellation policy customers might actually read
Write a clear cancellation policy covering notice, rescheduling, deposits and refunds, with customer-friendly wording and Australian guidance.
ReadHow to reduce appointment no-shows without becoming their mum
Reduce appointment no-shows with clear confirmations, useful reminders and easy rescheduling. Includes a sample reminder and a simple measurement method.
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