Financial consultations. Booked and paid online.
Book more consultations. Collect fees upfront.
Financial advisors who make clients call to book are losing prospects to competitors with self-service booking. Schedly puts your consultation calendar online — with secure intake forms, payment collection, and professional confirmations.
The exact flow your clients experience
From first click to confirmed booking — every step automated by Schedly.
Create consultation event types
Set up initial consultations, annual reviews, and specialized planning sessions — each with the right duration and intake questions.
Clients book through your branded page
Your booking page reflects the professionalism clients expect from a trusted financial advisor — branded, secure, and confidence-building.
Secure financial intake collection
Collect goals, assets, existing accounts, and any specific concerns through encrypted intake forms before the consultation.
Consultation fee secured at booking
Collect the consultation fee via Stripe before confirming. No-shows become a non-issue when clients have paid upfront.
Everything you need for this use case
Secure financial information intake
Collect assets, liabilities, investment goals, and risk tolerance before the consultation. Arrive prepared to add immediate value.
Consultation fee collection
Charge consultation fees at booking. Clients who pay are committed — reducing no-shows and filtering out tire-kickers.
Confidential document collection
Accept secure document uploads for statements, tax returns, or financial summaries needed to prepare for the meeting.
Annual review scheduling reminders
Set up annual reminders that prompt ongoing clients to schedule their yearly review — maintaining the relationship proactively.
"Schedly made this use case trivially easy to set up. My clients love the self-serve experience, and I love that the whole thing runs on autopilot."
Financial Consultation Scheduling: Professionalism and Security From the First Click
Financial advisory businesses face scheduling requirements that distinguish them from general service businesses: the clients they serve have high standards for professionalism and trust, the information they collect in intake is sensitive financial data requiring appropriate security, the fees they charge for consultations create specific payment collection considerations, and the regulatory environment they operate in (securities regulation, fiduciary standards, insurance licensing) creates compliance awareness that extends to client data handling. The scheduling infrastructure for financial consultations needs to address all of these dimensions — not just the basic logistics of booking and reminding.
Secure Financial Intake: Preparing for Consultations Without Phone-Based Collection
The traditional financial consultation intake process involves either a phone pre-call to collect background information or mailing a lengthy paper form. Both approaches are inefficient for the advisor and intrusive for the client. A well-designed digital intake form — collected securely through Schedly's encrypted form infrastructure — can gather the same information more efficiently and in a format that's immediately usable for session preparation. Key intake elements for financial consultations: current financial situation summary (assets, liabilities, income), primary financial goals and timeline, specific concerns or questions to address, and existing advisor relationships. This intake, completed by clients at their own pace before the consultation, enables advisors to arrive with relevant preparation rather than spending the first 30 minutes gathering context.
Regulatory Compliance in Financial Services Scheduling
Financial advisors operating under various regulatory frameworks (RIA registration, broker-dealer supervision, insurance licensing) have specific documentation and compliance considerations that extend to their scheduling processes. Schedly's booking confirmation and intake form records provide a timestamped audit trail of each client interaction — when the appointment was booked, what information was collected at intake, and when confirmation was sent. For advisors required to maintain interaction logs for regulatory purposes, Schedly's HubSpot or Salesforce integration automatically logs each consultation booking as a client contact activity. The booking record, intake responses, and calendar confirmation together create the initial documentation record for the client relationship that compliance requirements expect.
Frequently Asked Questions
Stop Losing Bookings to
Scheduling Friction.
Schedly puts your calendar to work around the clock. Every lead, every client, and every meeting lands exactly where it should, automatically.