Streamline Client Appointments
Get started today to see how Calendafy can help you increase productivity across your Financial Services Institution today.
Appointment Scheduling Software Tailored For Financial Services
Calendafy partners with leading financial institutions to offer digital transformation through a secure and reliable appointment scheduling platform.
Allowing your clients to book appointments online and in-person with confidence.
This not only enhances customer experience but also saves valuable time and resources internally by reducing multiple manual admin tasks.
Share your availability & make scheduling easier
Whether your clients are a on plane, train or ferry, you can quickly share specific appointment links with them, so they can book at a time that's convenient for you.
Add To Your:
- Website, social media, finance newsletter
- Email signature, email templates, email campaigns
- Any other digital location of your choice
Impress Your Clients
Your clients have busy lives, make doing business with you as easy as possible, with custom on-brand, mobile friendly booking pages, displaying your appointment types, that they can book while on the move.
Allow simple self service appointment scheduling for Financial Advice, Accounting, Insurance, banking and more with Calendafy.
POWERFUL APPOINTMENT SCHEDULING FEATURES USED BY FINANCIAL SERVICES USERS
Calendar invitations are sent from your email address, to your clients, when they book the appointment. Online meeting links will be added and you can customise the content and attach PDFs.
Reduce no-shows, cancellations or last minute rescheduling, with automated SMS & email notifications. Get more touch points with your clients without the manual effort on your end.
Add buffer times before and after your appointments. Giving you time to prepare for better client interactions and time to follow up diligently for a more seamless client experience.
Calendafy automatically detects the attendees timezone. Removing the common manual errors that occur when scheduling appointments with clients from interstate or overseas.
Embed all, or individual appointments anywhere on your website. Copy code to embed or copy link to add to buttons. Add links on a PDFs, newsletters, email signature or anywhere else digitally.
Customise your booking page to match your brand. Add logos, business information and profiles. Unique URL with your Financial Services Institution's name and much more with Calendafy's modern design.
Take appointments only when all team members are available. Customise attendees per appointment. Clients can also add other people to the appointment when completing booking. Like their partner, or Accountant.
Automatically redirect your clients to a website page of your choice once they've booked their appointment. Take them on a personalised customer journey of what to expect when working with your Financial Services Institution.
Increase Revenue From Marketing
Say hello to a smarter, more effective approach with Calendafy, where every marketing spend translates into new appointments being booked by qualified clients.
Financial Services Institutions need easy, intuitive ways for their future and existing clients to book appointments with them.
Present your clients with personalised options and take them on a seamless customer journey today.
Designed for Financial Services
Calendafy is designed for Financial Services, making it easy to coordinate appointments with clients, partners, staff, and external providers. Schedule initial consultations, annual reviews, loan application appointments and more with just a few clicks. No more back-and-forth emails, missed opportunities, or double bookings.
Benefits for your Financial Services Institution:
- Improve the client experience by making it easy and convenient to schedule appointments with advisers, brokers, Investment Managers and other staff members
- Customise appointment types and qualification questions to meet the unique needs of your institution and stakeholders, whilst learning more about your clients
- Increase lead conversion rates on website, marketing material, and referrals with quick timezone detection and immediate appointment scheduling on booking pages
- Gain efficiency and productivity by reducing no-shows and missed opportunities through automatic notifications and reminders via SMS and Email
Will our Financial Services Institution get an Account Manager even if we only have 1 user?
Yes! We are not your typical software company, where you only speak with bots or help pages. We treat every customer like our own team members.
Your dedicated Account Manager who specialises in our Financial Services Industry Pod will introduce themselves when you sign up for an account to help understand what you're looking to achieve and either guide you on how to set it up or do it all for you.
We proactively support your Financial Services Institution get the most out of Calendafy's Appointment Scheduling Software, so that you can focus on what you do best - Improving the financial lives of your clients. Let us worry about scheduling your appointments. No catch!
Can we cancel our subscription at any time?
Absolutely! Calendafy has built our reputation by putting our clients at the heart of every decision we make and we treat you the same whether you're joining or leaving.
We know things change and you may no longer need Calendafy. You choose the period you want to pay for (monthly or annually), it’s as simple as that. No lock-in contracts, no hidden fees. We know the feeling of being on hold for 30 minutes just to cancel a phone plan and will never put you through that!
Check our reviews out and you’ll see how much our customers love us and we love them - past and present.
How long does it take to get Calendafy up and running?
You can setup Calendafy in just a few minutes and be ready to start taking online meetings, in-person appointments at your office or on phone calls immediately.
However, if you need support in setting up your account, your Account Manager will have already introduced themselves and can help you with your setup if necessary. We'd recommend meeting with you Account Manager, as they will take all the work off your hands for you, but if you'd like to do it yourself, we will leave you to it and be on hand to support you and your team if needed.
If I integrate my calendar, does Calendafy have access to my email account?
Absolutely not! Our calendar integration only checks the duration and available or unavailable status of the events in your calendar so that we don't get ever get double booked. We never store who you are meeting with, their email address, the meeting title, or any other details about the appointments in your connected calendar. We treat our users privacy and security with the utmost importance and hold ourselves to the standards needed that the Financial Services Industry requires.
Can I accept payments from my clients when they book an appointment?
Yes. Our partnership with Stripe gives you the ability to accept deposits or payments in full, before an appointment can be booked. You create your own Stripe account from within Calendafy, create your products/services and their price, setup your nominated bank account to receive the payments, and you're ready to go. Just edit your appointment with the service i.e. Flat Fee For Advice Appointment and add the price e.g. $500.00 and when a client goes through your Calendafy booking process, the final step before being able to book the appointment, will be to pay for the appointment in advance (or pay a deposit).
How does the free trial work?
It’s very simple. We want you to have the full Calendafy experience. So, for the full 14 day free trial, you and your team have full access and functionality to the Calendafy platform and Account Management team. If it doesn’t suit your needs, we close your account and delete all of your data once the trial period finishes.
Are there any limits to how many appointments we can have?
No. Unlike other software companies, we haven't limited the amount of appointments you can create.
We want you to use Calendafy as much as possible because the more appointments you receive, the more productive we are making the world, and we're saving your Financial Services Institution's staff and clients time.
How does round-robin work for multiple staff members and appointment types?
In Calendafy, you can create rules based on how you work. If you want a fair distribution of appointments, you can create a round robin. This means that Calendafy creates a queue (of your Team Members) and when a client or provider or anyone else books an appointment, Calendafy will search the availability of whoever was last in the queue. This gives a fair distribution of appointments across your team. If specific team members are specialists on certain services/appointments you have, you can tag that team member to that specific appointment type. This way only they will be booked for that type of service/appointment.
We may add more team members in the future. Which plan should I choose?
You can add and invite more users from within your account at any time. If you reach your limit of users for your specific plan, no problem because you can upgrade from within your account whenever you need to.
Is Calendafy GDPR compliant?
Is it easy for clients or providers to reschedule or cancel an appointment after submitting their booking?
Absolutely! Inside the calendar invite they receive, after booking an appointment, there is a reschedule and cancellation link embedded so they can easily cancel or reschedule if something changes.
On top of that, to reduce the chance no-shows ,we also send a reminder email 24 hours before their appointment and an SMS (SMS Optional) 3 hours before the appointment.
Our vision, is to be the most customer friendly software company in the world.
TTV, NPS, RR. These may not mean much to you. However, we measure them daily, to make sure our clients are getting immediate value. Your success is our KPI!
We're not your average software company, even though our prices are competitive, we believe people buy from people, so we hire the best people, invest in them and enable them to help you (not chat bots or support tickets).
We will work with your Financial Services Institute, to make sure you increase client inquiries, improve your client experience and save your team admin work.
Too busy to learn a new software platform at your Financial Services Institution?
We'll set it up for you!
Fill in the form below, we'll give you a call to understand what you want to achieve, ask some expert scheduling questions, set everything up for you and you're ready to go. No learning how to use Calendafy, or how to set it up. We do it all for you, for free!
Don't believe a software company would do this, give it a try and help us fulfil our vision with you today!
Custom Branded booking pages
Immerse clients in a booking experience that aligns with your brand guidelines and imagery. From logo to colours, we craft a seamless, professional look.
Embrace custom branded booking pages and transform your booking process into a beautiful digital experience for your clients.
In a rush, and want to discuss Calendafy with your team?
Download our brochure to share with colleagues and stay up to date with the latest trends in the Financial Services industry.