Booking system for financial advisors
Clients book financial consultations online. Manage advisor schedules, collect client information securely, and reduce administrative overhead.
Free plan available
How Resovu solves it
Clients schedule meetings online
Offer portfolio reviews, retirement planning sessions, and initial consultations. Clients pick the service and time that works for them.
Secure intake forms gather key info
Custom fields collect financial goals, current portfolio details, and meeting preferences before the appointment. Advisors come prepared.
Professional reminders build trust
Automatic email and SMS reminders ensure clients remember their appointments. Professional communication reinforces your brand.
Key features for financial advisors
Online booking
Customers can book anytime, from anywhere. Custom booking page with your branding.
Custom form fields
Add custom fields to the booking form. Collect the information you need.
Cancellation policies
Set tiered cancellation fees by time before event.
Online payments
Accept card payments directly during booking. Stripe integration for secure transactions.
SMS reminders
Automatically send SMS reminders before events.
Public Business Profile
Your own business page with services, reviews, and contacts
Choose your plan
Start free and upgrade as your advisory practice grows.
Free
For entrepreneurs and small operations getting started.
- 3 services
- 45 bookings per month
- 1 team member
- Email confirmations
- Online card payments
- Public business profile
Card payment fee
2,9 % + €0,15
Starter
For growing businesses that need more features.
- 10 services
- 300 bookings per month
- 3 team members
- Custom form fields
- Loyalty program
- Invoicing & PDF export
Card payment fee
1,9 % + €0,1
Professional
For growing businesses with advanced needs.
- 25 services
- 1 000 bookings per month
- 10 team members
- Recurring bookings
- Waitlist
- Custom domain
Card payment fee
1,5 % + €0,05
Business
For larger teams that want everything in one place.
- Unlimited services
- Unlimited bookings per month
- Unlimited team members
- Analytics & reports
- No-show deposits
- Remove Resovu branding
Card payment fee
0,9 % + €0,04
Enterprise
For large organizations with multiple locations and advanced needs.
- Unlimited services
- Unlimited bookings per month
- Unlimited team members
- Multi-location support
- API access
- Priority support
Card payment fee
0,5 %
Frequently asked questions
Can I offer different consultation types?+
Can each advisor have their own schedule?+
Is client data handled securely?+
Can I charge for consultations?+
Can I embed booking on my company website?+
Other industries
Ready for online bookings?
Create an account and start accepting bookings. No commitments, free plan available.