Our Financial Services Scheduling Software Will Streamline Appointments
Running a financial services practice involves more than managing numbers. You also need to coordinate client meetings, consultations, follow-ups, and advisory sessions, while reducing no-shows and keeping your calendar organized.
That’s where SetTime's app to schedule appointments comes in. Built for financial professionals, SetTime simplifies appointment scheduling, automates reminders, and manages cancellations, so you can focus on providing expert advice and building client relationships.
Here’s how our financial services scheduling software works for different financial specialists:
- Financial Advisors & Planners: Schedule client consultations, investment reviews, and retirement planning sessions.
- Wealth Management Professionals: Organize meetings for portfolio reviews, estate planning, and wealth strategy sessions.
- Mortgage & Loan Consultants: Book appointments for pre-approval, mortgage consultations, and financial assessments.
- Large & Small Financial Firms: Coordinate multiple advisors and service types in one platform.
Manage Your Financial Services Smarter with Our Scheduling Software
Create Your Customizable Online Booking Page:
Design a professional, intuitive booking page that reflects your financial services firm’s expertise. Add details about the types of services you offer, pricing, and available time slots, making it easy for clients to book the right service at the right time.
Accept Payments & Set Deposits:
For high-demand services like investment planning or retirement consulting, secure appointments by requesting deposits. You can also define cancellation policies and manage payment processing fees directly through the software, ensuring smooth transactions and financial security for your business.
Stay Organized with Calendar Sync:
Sync all your appointments with Google or Apple Calendar, allowing you to view both your personal and professional schedules in real-time across all devices. This helps you stay on top of meetings, deadlines, and follow-ups, all from one integrated platform.
Automate Reminders, Notifications, & Follow-Ups:
Reduce no-shows by sending automated reminders via email, SMS, or WhatsApp. Customize the timing and content of these reminders to fit your financial services, whether it's a consultation, portfolio review, or tax planning session.
Easily Manage Unlimited Staff Members:
Add as many financial advisors or support staff as necessary. Each member gets their own personalized calendar showing availability, services offered, and working hours, making it easy to manage your team even during busy seasons.
Simplify Recurring & Multi-Consultation Appointments:
Allow clients to schedule recurring meetings, such as monthly portfolio reviews, or book multiple services in one go, like a tax planning consultation followed by an investment strategy meeting.
Create Discounts & Promotions:
Set up special offers for first-time clients, bundled services, or seasonal promotions directly through your booking page. These promotions will help you attract new clients and encourage existing clients to book more services.
Request Unavailable Times:
Allow clients to request appointments outside regular working hours, such as urgent consultations or weekend meetings. You can manually approve these requests, offering flexibility while maintaining control over your schedule.
Let Your Clients Book Anytime with Our Financial Services Scheduling Software
What Our Clients Say About Our Financial Services Scheduling Software
Seamless integration with Google Calendar, timely reminders, and customization options make it a game-changer.
David Karapetyan
★★★★★
July 26, 2023
This app is exceptional. I am able to manage my appointments, remind and thank customers and also keep track of my income.
Keida Pierre
★★★★★
February 2, 2025
Well designed and easy to use. both for Operator and Client. Very reliable .
Boom Getouttheway
★★★★★
April 1, 2025
This is a great scheduling app and easy to use. The support is awesome!
Amy Beckett
★★★★★
February 12, 2025
Love this app. helps me keep all of my appointments in one place. user friendly and love that it's free.
Erin Rains
★★★★★
February 10, 2025
I highly recommend this, use, and see how it can be convenient.
Nelli Avagyan
★★★★★
July 2, 2023
Our Financial Services Scheduling Software Helps Your Business Grow
Mobile Scheduling Made Simple:
With our professional services scheduling app, you can manage your financial services appointments from anywhere. Whether you’re in a client meeting, traveling, or working remotely, you can adjust your schedule on the go and accommodate last-minute bookings.
Share Your Booking Link:
Promote your booking link on your website, social media platforms, or through your email newsletters, making it easy for clients to book consultations directly after discovering your financial services online.
Offer 24/7 Booking Availability:
Clients may need to schedule financial consultations outside regular office hours. With our software, they can book appointments whenever it’s most convenient for them, whether it’s early mornings, late evenings, or weekends.
Access Key Reports & Analytics:
Track your most requested financial services, monitor client preferences, and assess the performance of your financial advisors. These insights will help you optimize scheduling, improve client satisfaction, and streamline your overall service delivery.
Collect Client Feedback Automatically:
After each consultation, send automated surveys to collect valuable feedback. Use positive reviews to attract new clients and address any areas for improvement, improving your client relationships.
Track Expenses & Insights:
Monitor your business’s operational costs, such as salaries, overhead, and other service-related expenses. Use these financial insights to optimize your budget, reduce unnecessary spending, and improve profitability.
Access on Unlimited Devices:
Manage your appointments from smartphones, tablets, or desktops, with real-time syncing across all devices. This ensures your schedule is always up-to-date, whether you're in the office or on the move.
Easy Setup for Your Financial Services Business
1.
Set Up Your Account: Getting started is easy. Simply create an account in a few steps and begin managing your financial services appointments with ease.
2.
Personalize Your Booking Page: Customize your page with your firm’s branding, working hours, and payment options to create a seamless, professional client experience.
3.
Simplify Booking & Watch Your Business Grow: Allow clients to book their appointments at their convenience, helping your financial services firm grow while ensuring a hassle-free experience.
24/7
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Our live chat team is here for you 24/7, ready to help you and your clients whenever you need it.
- ✓ Loads of easy-to-follow video tutorials
- ✓ Real-time chat with friendly experts
- ✓ Trusted by hundreds of happy customers
Financial Services Scheduling Software: FAQs
SetTime is a reliable scheduling solution for financial advisors, accountants, and consultants. It allows clients to easily book appointments while keeping professional calendars organized and reducing missed meetings.
Yes, SetTime can manage a wide range of appointments, including client consultations, tax meetings, portfolio reviews, insurance assessments, mortgage consultations, and recurring advisory sessions. You can customize appointment durations and booking rules for each service.
Absolutely. SetTime works for solo financial professionals and full financial firms. You can add multiple advisors, assign individual schedules, manage office locations, and allow each professional to manage their own appointments from one centralized platform.
Yes, you can manage as many clients as needed. Our software provides access to client profiles, service history, and upcoming appointments, all in one place.
No, they can schedule unlimited appointments. Our software grows with your financial services business, and there are no additional fees or restrictions.
Clients can easily schedule their financial consultations 24/7 through your online booking page. You can customize it to gather all the necessary details, making the booking process smooth and efficient.
Yes, you can set deposit amounts for any service and define your cancellation policies, helping to secure your appointments and reduce no-shows.
Our scheduling software supports a variety of professional services beyond finance. It works well for accounting practices that meet clients for reviews and planning sessions. It’s also a natural fit for legal professionals, and it supports real estate specialists coordinating client meetings and property visits. Outside traditional office services, it can also be used by DJ professionals who manage bookings for events and private clients.
With automated reminders via email, SMS, and WhatsApp, clients will be reminded about their upcoming appointments, helping reduce missed sessions and ensuring a more reliable schedule.
Yes, our software provides detailed performance reports, tracking appointments, client behaviors, and staff performance, allowing you to optimize operations and improve client relationships.
Yes, customer support is available 24/7 to assist with any issues or questions you may have. We’re here to help you at every step of the process.
