Streamline Client Appointments  

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!

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. 

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. 

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.

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).

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. 

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. 

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.  

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.

Calendafy is proud to be an Australian company. However, since we have users globally and from the European Union, we have built Calendafy to ensure that all users receive the protection established under GDPR, as we are bound to do. Please visit our Privacy Policy for further information.

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.