Online booking and scheduling for financial advisors.

Yes. Add a service at your hourly rate with a 60-minute duration, turn on Allow multiple quantities with Quantity also multiplies the duration, and clients pick the hours. The preset itself sells fixed sessions - retirement, portfolio, tax and estate - and sends full plans and ongoing advice through the quote form, so you price those from the client's situation.

No. Clients don't need to use your public booking page for a booking to show up in your account. You can click Add client to save someone's contact details ahead of time, or use New booking to log an appointment yourself. That's handy for phone calls, emails, walk-ins and referrals. Price it from your services and add-ons, or choose Custom quote to enter a one-off price you've already agreed. It works like your booking page: add more than one person, pet or vehicle to one booking (if you've turned that on), answer your own booking questions, apply a coupon code, and see your open times for the day - required questions can be left blank, and you can still pick any time. These bookings sit in the same account as your online ones, so you can keep all your clients and appointments in one place. Bookings you create yourself don't email the client automatically. Open the booking and click Email client to send a pre-filled confirmation.

Yes - turn on Stripe Payments in your dashboard and a client's card gets charged, in full or as a deposit, straight into your own Stripe account before their request is even sent. It's entirely optional, though - you're always in control of payment, and can just as easily take cash, run a card in person with something like Square, or send your own payment link instead.

Yes - a service can be priced at $0, so a discovery call asks for no payment at all.

Yes - add-ons like a written financial plan summary or a 30-day follow-up check-in can be restricted to just the session types they apply to.

Yes - Custom Fields let you ask extra questions on the booking form, optionally required before the booking goes through.

Yes - set a maximum advance booking window, adjustable up to 365 days, and a minimum notice period before a slot can be booked.

Yes. The Financial Advisor / Planner preset starts with three location options - "Video call", "Phone call" and "In person at our office" - all at no charge. The client picks one when they book, and their choice is saved on the booking, so you know how you're meeting. If you also go to clients (for example to their office), add a location for it with an extra price and a travel time under Settings > Locations. The extra price is added to the client's total and shown next to the location on your booking page. Each location also has a travel time - your drive. It is never shown to the client and is not added to their appointment. It blocks your calendar so no one can book you during the drive: before the appointment by default, or before and after if you set "A location's travel time blocks your calendar" to Before and after (Settings > Locations). For example, a 10:00-11:00 AM appointment with 30 minutes of travel blocks 9:30-11:00 AM, or 9:30-11:30 AM with Before and after.

Both. Your booking page only offers start times that fit: inside your hours (up to two windows a day), long enough for the service plus any add-ons, clear of other bookings and your buffer, and within your notice and advance limits. Blackout dates take days off the page, and whether an unconfirmed request holds its slot is your call under Settings > Hours & availability. There's no two-way calendar sync, texting or automatic reminders: a confirmed booking has an Add to Calendar button for Google, Apple and Outlook, and a one-click reminder email.