Financial services booking software for advisors & brokers

Gather client details and documents securely, book multi-session engagements, and invoice professional advice.

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Why Clickobook for the Financial Services industry

Financial advice depends on complete, up-to-date information. ClickoBook gathers your client's details and documents before the meeting, fits multi-session engagements into granular availability, and keeps every engagement confidential.

Common challenges we solve

  • Collecting client details and documents before meetings
  • Scheduling multi-session or recurring reviews
  • Handling sensitive client information securely
  • Invoicing for advisory services
Explore all Clickobook features

Why Clickobook works

  • Pre-booking intake gathers documents and details in advance

  • Multi-session and recurring consultations schedule easily

  • Confidential notes and private customer profiles protect data

  • Secure payments and invoices via Stripe and PayPal

Built for Financial Services

Everything the Financial Services industry needs

Real booking workflows, tailored to how your business operates.

Common use cases

  • Client consultations and financial planning sessions

  • Insurance policy reviews and brokerage meetings

  • Mortgage application and approval appointments

  • Tax preparation and accounting consultations

Key features for Financial Services

  • Pre-booking intake forms to gather client details and documents

  • Multi-session and recurring consultation scheduling

  • Deposits or partial payment for engagements

  • Secure online payments and invoice generation via Stripe & PayPal

  • Confidential notes and private customer profiles

  • Client self-service cancel or reschedule — when you enable it, under your policy

  • Multiple locations and staff, each with their own calendar and timing

Up and running in minutes

Start accepting financial services bookings today

  1. 1

    Sign up free

    Create your account in under a minute — free plan starts with no card.

  2. 2

    Add your services & staff

    Configure Clickobook's booking page, services, team and availability in the setup wizard.

  3. 3

    Let AI build your forms

    Describe a service and Clickobook's AI generates the booking or quoting form with the right questions and pricing logic.

  4. 4

    Share & get booked

    Share your booking link, embed the widget or use your own domain.

Start your free trial
Clickobook dashboard showing revenue, bookings and customers
Your Clickobook dashboard — revenue, bookings and customers at a glance.
AI-Powered Quoting & Forms

Booking & quoting forms that build themselves

AI generates complete, tailored forms — with the exact questions, options and dynamic pricing your financial services business needs.

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AI-generated forms

Describe your service — get a ready-to-use form with smart intake questions.

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Conditional logic

Questions adapt to previous answers — customers only see what is relevant.

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Dynamic pricing

Prices update live based on answers, options and add-ons.

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Instant quotes

Turn any form into a live price estimator customers see as they answer.

Every quote is backed by Clickobook's AI form builder — describe your pricing rules in plain language and the form applies them automatically.

FAQ

Financial Services — frequently asked questions

Can't find what you're looking for? Contact us.

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Ready to grow your financial services business?

Join businesses already using Clickobook. Start your 14-day free trial today.

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