A new and better way to book appointments​ for Financial Advisors

Automate the way you book your clients for their yearly/quarterly reviews with Bookafy. Send all of your clients one link and automatically book, confirm, remind and integrate into your personal calendar, all for less than $.25 per day!

  
Free Pro trial. No credit card required.

- Our Story -

A new and better way to book appointments for Financial Advisors

Automate the way you book your clients for their yearly/quarterly reviews with Bookafy. Send all of your clients one link and automatically book, confirm, remind and integrate into your personal calendar, all for less than $.25 per day!

Free pro plan trial. No credit card required. 

- Our Story -

Trusted by over 11,000 organizations around the world!

Bookafy currently serves businesses around the world in Financial Services, Banking, Insurance and more.

A Better Client Booking Experience

Integration = Automation
Bookafy integrates with many of the worlds best software products

native-integrations Financial Services Appointment Scheduling Software

A Robust and Modern Booking Experience for Financial Advisors.

Annual Meetings

Bookafy automates the process of booking your clients for the annual (or Quarterly/Semi-annual) account review. Provide your customers with on link to choose a time that works best for them, and the rest is done automatically.

Client Calls

Give your clients the ability to schedule a call with you without the back and forth email exchange of "What time works best for you". Simply include a booking button in your email, and allow customers to book time with you.

Rule Based Logic

We know you are busy, so we have created a litany of logic you can apply to your account to make sure you are taking the right types of appointments at the right time.

Calendar Sync + Rules = Smart Scheduling



Popular Features...

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Multi Calendar Syncing

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Match Colors, Fonts & Styling

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SMS Text Reminders

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Free Website Booking Page

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Beautiful Mobile Booking

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Seminar Scheduling

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Individual or Team Plans

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Book 2+ Advisors in One Meeting

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Video Conferencing

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Enterprise Plans

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Open API

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Free Compliance Support

arrow-2-e1553708398572 Financial Services Appointment Scheduling Software
No credit card required.

Simple pricing - Less than $.25 per day per Financial Advisor

Save $2 per month on Annual Plan

FREE
$0
Sign Up
  • MOBILE OPTIMIZED BOOKING
  • UNLIMITED APPOINTMENT TYPES
  • UNLIMITED APPOINTMENTS
  • FREE CUSTOMIZABLE BOOKING PAGE
  • EMAIL SUPPORT
  • CUSTOM APPT. START TIMES
  • WORDPRESS PLUGIN
  • CUSTOM FIELDS AT BOOKING
  • CUSTOMIZE COLORS AND FONT
  • EMBED ON ANY WEBSITE
  • AUTOMATED TIME ZONE SELECTOR
  • AUTOMATED REVIEW REQUEST
  • IFRAME INTEGRATION
  • EMAIL REMINDERS
  • EMAIL CONFIRMATIONS
  • REDIRECT URL
  • BUTTON POP UP INTEGRATION
PRO
$7
Try for free
  • $7.00 PER USER PER MONTH
  • ALL FREE FEATURES+
  • GOOGLE CALENDAR 2-WAY SYNC
  • ICAL CALENDAR 2-WAY SYNC
  • EXCHANGE 2-WAY SYNC
  • OUTLOOK CALENDAR 2-WAY SYNC
  • PAYMENTS -STRIPE OR AUTHORIZE.NET
  • TEXT MESSAGE REMINDERS
  • MULTIPLE USERS/STAFF
  • SKILL BASED APPT. ROUTING
  • USER/STAFF BOOKING PAGE
  • SHOW ME BUSY
  • CUSTOM EMAIL MESSAGES
  • BOOK MULTIPLE STAFF w/ 1 CUSTOMER
  • BOOK MULTIPLE CUSTOMERS WITH 1 STAFF
  • MAIL CHIMP SYNC INTEGRATION
  • GROUP EVENTS
  • CLASSES
  • GOTOMEETING WITH DYNAMIC URL
  • ZOOM WITH DYNAMIC URL
PRO+
$11
Sign Up
  • $11.00 PER USER PER MONTH
  • ALL PRO FEATURES+
  • ZAPIER WITH 100+ TEMPLATES
  • HUBSPOT
  • PIPEDRIVE
  • SALESFORCE
  • ZOHO CRM
  • FRESH DESK
  • 2 TEXT AND EMAIL REMINDERS
  • 24 SESSIONS VIDEO CONFERENCING
  • DISPLAY CUSTOMERS SOCIAL PROFILE
  • PHONE SUPPORT
  • CUSTOM BUTTON DESIGNED
  • DEDICATED SUPPORT REP
  • ONSITE TRAINING AVAILABLE
  • CUSTOM API DEVELOPMENT
  • CUSTOM INTEGRATIONS
  • CUSTOM USER INTERFACE
  • EXCHANGE CONNECT (SINGLE SIGNON)

Save Time & Money Today

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