Best Online Scheduling Software for Financial Advisors

James Addison is a private mortgage consultant in Seattle, WA. He’s been in the business for 17 years and has always booked his own appointments. He’s tried everything from a pen-and-paper appointment book to the calendar on his Blackberry, but nothing has quite done the job.

The Problem

Since he works alone, James has always handled his own scheduling, but he’s never found a tool that could do everything he wanted. He started out by jotting down appointments is a day planner, but he always found himself running behind because of overbooking. He tried a few different online calendars, but they couldn’t keep track of his client information properly and he couldn’t make notes.

After years in the business, he’d finally started keeping an appointment book and a rolodex of clients, but he couldn’t access it from home. Since he met with several of his clients at their homes, this meant commuting to the office every morning to check appointments, or scribbling notes on scrap paper to take home.

The Solution

BookedIN did everything James needed it to do, without getting clunky or complicated. It’s accessible from anywhere, gives him the scheduling flexibility he needs and keeps track of his client contact info. It’s also backed up online, so he’ll never have to worry about losing his client list.

It also gave him the option of letting new clients book consultations with him online rather than calling. He chose not to allow public booking of all his services, since they're usually very personalized, but the public booking seemed like a low-pressure way to entice new business.

The Results

James was absolutely right about public booking bringing in new business. He booked more initial consultations in the first month with BookedIN than he had in the four months prior.

No more switching between scheduling systems and no more settling for one that didn’t quite do the job. James does all his booking with BookedIN and has retired his appointment book for good. He keeps all his client info in the searchable client catalogue and can access everything from home. He’s even started sending out a quarterly newsletter now that he’s been asking for every client’s e-mail address as part of his booking process.

Discover how BookedIN can benefit your business. Check out the features and pricing or take the product tour.