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Share one link and let clients book themselves. No back-and-forth, no credit card, no catch.
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Pick your link. Add your sessions. Share it.
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For financial advisors
Schedulera gives financial advisors one booking link for prospect intro calls and client review meetings. Prospects self-schedule, recurring reviews stay on the calendar, and reminders keep everyone showing up prepared.
Free. No credit card. Clients never need an account.
A warm prospect who waits days for a time can cool off. A self-serve intro-call link captures the meeting while interest is high.
Recurring bookings keep a client's review meeting on the calendar for the year in one confirmation, so nothing falls off your service calendar.
Schedulera reads your real availability from your calendar, so a conflicting slot is never offered to a client.
A short prospect call and a longer review meeting, each with its own duration and link. Unlimited types, free.
Reserve a client's quarterly or annual review for the year in a single booking, with the full series visible to you both.
Busy times block bookings without exposing client details on your page.
Automatic reminders and self-service rescheduling keep meetings full and prepared.
Claim your link at schedulera.com/yourname
Add your intro call and review meeting types
Put the link in your email signature and client portal
Yes. The current version is free, including unlimited session types, recurring meetings, calendar sync, and reminders.
Yes. Enable recurring booking and a client reserves their review meeting for the year in one booking.
Yes. Connect Google Calendar or any iCal feed and busy times automatically block your booking page.
No. They pick a time and enter their name and email. No signup required.