Financial advisor scheduling software — book client meetings faster

Scheduling built for financial advisors

Let clients book consultations, sync with your calendar, and reduce admin so you can focus on client results, protect billable hours, and reclaim time.

Create a Doodle

a booking page for a first consultation, where the organizer and participant found 11:30am as the common meeting time

Trusted by wealth managers and advisory firms

A group of logos including McKinsey & Company, Deloitte Consulting, KPMG Advisory, PwC Advisory / Strategy, Roland Berger

More advising, less admin

Let clients self-book financial planning meetings, sync with your calendar, and pay at booking. You save hours each week and spend more time delivering advice instead of coordinating schedules.

A graphic that shows an email reminder notification stating time booked for a first consultation at August 20, 11:30am

Simpler scheduling for complex meetings

Avoid double-booking with linked calendars and co-hosted Booking Pages. Easily schedule multi-advisor sessions across time zones so clients connect with the right expert the first time.

A graphic showing a list of three meeting time options for a consultation session

Professional, reliable client experience

Branded Booking Pages, automatic confirmations, reminders, and secure payments help reduce no-shows. Every meeting feels polished, dependable, and aligned with your brand.

Plans built to save you time and fit your budget

Free

For individuals getting started with simple scheduling $0 for one user Free includes

Unlimited Group Polls
Unlimited Sign-up Sheets
One Booking Page
One 1:1
Google Meet and Zoom web conferencing
Collect payments with Stripe
Basic AI-generated meeting descriptions

Pro

For professionals who want smarter scheduling $6.95 per user per month paid annually All Free features, plus

No ads
Unlimited Group Poll time slots
Unlimited Sign-up Sheets
Unlimited Booking Pages
Unlimited 1:1s
Custom branding
Microsoft Teams and Webex conferencing
Collect payments with Stripe
Advanced AI-generated meeting descriptions

Team

For teams who need increased productivity and collaboration $8.95 per user per month paid annually All Pro features, plus

Admin Console
Roles and permissions
Co-host events
Book on behalf
Activity reports

Enterprise

For enterprises and large teams looking for enhanced customization, control and support All Team features, plus

Priority support
Single sign-on
Onboarding & training
99.9% availability SLA

Made for financial advisory meetings

Sync your calendar automatically

Connect Google, Outlook, or Apple Calendar so Doodle hides conflicts, shows real availability, and updates in real time to protect billable hours.

Let clients book in real time

Share your Booking Page or 1:1 links so clients instantly pick open slots. Doodle locks times, prevents double-booking, and adjusts for every time zone.

Show your brand and build trust

Customize your Booking Pages with your logo, colors, and tailored instructions for a consistent, professional client experience every time.

Keep client data private and secure

Enterprise-grade security, GDPR-compliant practices, and hidden participant details ensure privacy and peace of mind for every advisor-client meeting.

Find the best time for events

Use Group Polls to plan client workshops, seminars, or roundtables. Invite up to 1,000 participants and confirm the time that works best for everyone.

Host sessions without the admin

Create onboarding workshops, financial education seminars, or limited-seat sessions using Sign-up Sheets. Set capacities and let clients reserve their spots easily.