Scheduling App for

Brokerages, Banks, Financial Advisors and Insurance Companies

Bookafy is built to automate the appointment booking process for individuals and organizations in the financial services industry.

Financial Services Appointment Scheduling Software

"We built Bookafy to help you fill up your calendar while spending more time doing what you love."
- Casey Sullivan, CEO of Bookafy

#1 Rated Scheduling Software for Financial Services

Financial Services Appointment Scheduling Software
Financial Services Appointment Scheduling Software
Financial Services Appointment Scheduling Software

Trusted by over 20,000+ organizations around the world!

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

Try Bookafy and get set up support from our amazing team!

Free trial includes the Pro Plan (most features) and unlimited support, bookings and staff.

Financial Services Appointment Scheduling Software

Annual Reviews Booked with Ease

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 and Meetings

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.

Customize Booking Settings

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

Book appointments from all channels

Book from all of your sales, marketing and support channels including Social Media, Email, Website, Newsletters and more.

Every account comes with a mini-website, booking pages for each staff member, embedable booking widgets and Iframe HTML code that can be integrated in minutes to your existing channels. No coding experience needed.

Learn why Bookafy is perfectly built for financial service organizations.

Bookafy


"See why +25,000 organizations in 180 countries around the world trust Bookafy!

Feature rich, beautiful and simple. Try it free for 7 days"

Casey Sullivan

Founder

Bookafy



"See why +25,000 organizations in 180 countries around the world trust Bookafy for their online appointment booking app!

Feature rich, beautiful and simple. Try it free for 7 days"

Casey Sullivan

Founder