Scheduling for Financial Advisors 
14 days free. No credit card required. Setup in 2 minutes.
Professional scheduling for financial advisors
From discovery meetings to annual reviews, manage all client appointments seamlessly.
From discovery meetings to annual reviews, manage all client appointments seamlessly.
Trusted by leading companies and professionals
Professional scheduling software designed specifically for financial advisors. Save time, reduce no-shows, and grow your business.
Secure scheduling that meets financial industry standards.
Pre-qualify prospects with intake questionnaires.
Discovery calls, reviews, and planning sessions.
Connect with your financial planning software.
Sync with all major calendar platforms.
Custom booking pages that reflect your firm.
See how financial advisors use Zencal in their daily practice.
Initial consultations with prospective clients.
Yearly portfolio and plan review meetings.
Comprehensive planning session bookings.
Tax strategy and year-end planning meetings.
Zencal has streamlined the work of our entire team of specialists. Patients can easily book available slots, and we have all appointments visible in one place. With automated payments and reminders, we've almost completely eliminated no-shows. It saves us valuable time and takes a lot of pressure off our reception.
Start accepting online bookings in minutes, not days.
Sign up for free and set up your profile. Add your services, availability, and pricing in just a few clicks.
Get your personalized booking page URL. Share it on your website, social media, or directly with clients.
Clients book appointments when it suits them. You get notified instantly, and reminders are sent automatically.
Everything you need to know about Zencal for financial advisors.
Yes! Zencal is specifically designed to meet the needs of financial advisors. Our platform includes features like automated reminders, online booking, payment processing, and calendar sync that are essential for modern financial advisors.
Zencal offers a free 14-day trial with no credit card required. After that, our plans start at $9/month with no commission on bookings or payments. We believe in transparent pricing with no hidden fees.
Absolutely! Your clients can book appointments anytime through your personalized booking page. You set your availability, and Zencal handles the rest - including sending confirmation emails and reminders.
Yes, Zencal offers two-way sync with Google Calendar, Outlook, and Apple Calendar. Your appointments are automatically added to your calendar, and your existing events are respected when showing availability.
Yes! Zencal integrates with Stripe, PayU, and Przelewy24 for payment processing. You can require upfront payment, deposits, or payment after the appointment - with zero commission from Zencal.
Zencal sends automatic email and SMS reminders to your clients before their appointments. You can customize when reminders are sent (24 hours, 1 hour before, etc.) and what they say. This typically reduces no-shows by 30%.