Financial services scheduling software that helps advisors save time and delight clients
Simplify client meeting scheduling across your firm so financial advisors can focus on advice — not back-and-forth emails. From onboarding calls to annual portfolio reviews, every meeting runs smoothly.
Trusted by financial planners, advisors, and wealth management firms around the world
Book client meetings anytime — without the back-and-forth
Give clients the freedom to schedule consultations 24/7 with a simple link. Whether it's a financial planning session, portfolio review, or investor meeting, Koalendar’s intuitive booking flow keeps your day organized and your calendar conflict-free.
- Clients book meetings instantly from any device
- Automatic calendar sync prevents double-bookings
- Ideal for quarterly portfolio check-ins and annual reviews
- One-click rescheduling and cancellation options
Keep every meeting on track with reminders & confirmations
Reduce costly no-shows with automated confirmations, reminders, and time zone detection. Advisors and clients stay perfectly aligned — whether they’re meeting virtually or in-person.
- Automatic email and SMS reminders
- Smart time zone detection for global investors
- Custom confirmations and follow-ups from your firm’s email
- Improved attendance for every consultation or review
Personalized booking forms for better preparation
Capture key client details before each call. With custom intake forms, document uploads, and pre-meeting notes, advisors show up prepared — turning every session into a productive financial planning conversation.
- Collect financial goals, documents, or preferences
- Share onboarding checklists and resources automatically
- Streamlined client onboarding workflow
- Perfect for discovery calls or annual reviews
A centralized scheduling hub for your entire advisory team
Manage your team’s calendars effortlessly. Whether you use round-robin assignment for new client leads or collective meetings for joint consultations, Koalendar helps you coordinate efficiently across advisors, departments, and time zones.
- Round-robin meeting assignment across advisors
- Collective scheduling for team consultations
- Centralized visibility into all meetings
- Delegation and admin controls for large firms
Testimonials
Advisors ❤️ Koalendar
See how financial planners, investment firms, and client service teams are transforming their scheduling — saving hours each week while delivering a better client experience.
“We’ve doubled our attendance rates and number of bookings, reduced the time we spent on scheduling by like 12 hours per person, per week, and everything is completely customized with our school’s colors and logo.”
“I use Koalendar to schedule tutoring session with students. I was able to get it set up and sent to students in about 5 minutes. Support was extremely friendly and is a real person rather than a robot or outsourced.”
“I was looking for a free, easy manageable and customisable calendar app for ages. Koalendar offers all that. So I have recommended the app already to 2 of my colleagues.”
“Koalendar has made scheduling meetings and calls so much easier. I no longer have to send over an email with all of the dates/times I am free. I just simply send a link and they can see the times I have open. I love it!”
“This has been a great tool to schedule virtual appointments with my students. I am able to easily provide a link under my signature in my email and on Google Classroom. Students can easily set up an appointment that works for them. This has been a tool for keeping appointments organized.”
“When Doodle dropped their calendar sharing support, I tried different tools but they all didn't provide the features I was looking for. Eventually I found Koalendar and it's exactly what I need. It has a free version, it's easy but flexible to configure and people wanting to book a meeting with me can do it fast and easy.”
“This software has changed the way I hire and interview new hires. With Koalendat it allows the candidates to self-schedule themselves for the interview day.”
Everything financial advisors need in one simple platform
Built for advisors, planners, and client success teams.
- Connect Koalendar with Zoom, Microsoft Teams, Google Meet, Gmail, and Stripe — plus thousands of other tools via Zapier and Webhooks. Keep your scheduling, communication, and billing connected.
- Set up branded reminders and follow-ups to confirm appointments or send post-meeting materials. Perfect for client onboarding and annual portfolio reviews.
- Automatically assign new bookings to available advisors with round-robin logic, or host collaborative client sessions with multiple team members.
- Gather financial documents, KYC forms, or risk questionnaires in advance. Securely collect everything you need before the meeting begins.
- Use password-protected booking pages and encrypted connections to keep client information confidential and compliant.
- Let clients book consultations right from your firm’s website or LinkedIn profile with easy embed links and integrations.
- Trigger actions in your CRM or workflow tools (like Salesforce or HubSpot) when a meeting is booked — automate investor follow-ups or client onboarding.
- Collect fees or deposits directly through Stripe with support for 150+ currencies and no extra commissions from Koalendar.
- Easily export bookings to Google Sheets or Excel to track appointments, client activity, and scheduling trends. Keep your reporting accurate and your operations transparent.
- Koalendar automatically detects your client’s time zone and preferred language, ensuring seamless scheduling across borders.
Integrate with your firm’s tools
Automate meeting confirmations and follow-ups
Round-robin and team scheduling
Custom intake forms and file uploads
Secure client data and privacy controls
Embed scheduling directly on your website
Automate investor meeting workflows
Accept payments for paid consultations
Export and sync your meeting data
Time zone and language flexibility
Integrations
Sync your financial advisor appointment setting software with tools you already use
Connect seamlessly to Zoom, Outlook, Gmail, Stripe, and hundreds more through Zapier — keeping your scheduling, communication, and payments perfectly aligned.
Frequently asked questions
Have a different question and can’t find the answer you’re looking for? Reach out to our support team by sending us an email and we’ll get back to you as soon as we can.
Financial services scheduling software helps advisors and firms automate client meeting bookings. It syncs with your calendars, sends reminders, supports round-robin assignment for teams, and allows clients to book consultations online — saving hours each week and improving the client experience.
Yes. Koalendar makes appointment setting effortless for financial advisors, planners, and support staff. Clients can schedule annual reviews, quarterly portfolio check-ins, and planning consultations in seconds — all fully synced with your calendar and CRM.
Absolutely. Koalendar integrates with Stripe so you can securely collect payments or deposits during booking. Ideal for financial planning consultations or premium advisory sessions.
Yes. You can automatically assign incoming client meetings to available advisors using round-robin rules or set up collective bookings where multiple advisors join a client session.
Yes. Koalendar uses secure HTTPS encryption and allows you to password-protect booking pages, limit access, and manage data in compliance with standard data protection requirements.
Yes. Koalendar offers a free forever plan that includes unlimited booking pages, calendar sync, and automated reminders. Upgrade anytime for advanced branding, automation, and payment features.
Financial services scheduling software made simple
From solo advisors to large financial firms, start free with Koalendar and give clients a seamless way to book, meet, and connect — without the back-and-forth.
Start free today!