Features
Run your advisory firm from one booking page
Every meeting, team member and payment in one calendar.
Add every service you offer
Put every consultation and service online with prices and times, so clients book the right one.
Take bookings by advisor
Clients choose an advisor and book an open time in that team member’s own calendar.
Show your real availability
Clients see only the open times for each advisor and meeting room, so meetings never overlap.
Take a deposit at booking
Take a deposit or the full fee with each online booking to protect your time from no-shows.
Offer online rescheduling
Clients reschedule or cancel meetings online within your rules, and your calendar updates itself.
Send automatic reminders
Automatic meeting reminders go out by email, SMS or WhatsApp before every consultation or call.
How it works
Open your advisory firm for online booking
Set up once, then share your booking link.
01
Add services and your team
Add your consultations and calls with prices and lengths, then set hours for each advisor.
02
Share your booking link
Put your booking link on your website and in your email signature so clients book online.
03
Take your first paid booking
Clients pay when they book a consultation, and the meeting lands in your calendar.
Share your booking page
Put your booking link where clients already look
One booking page, shared by link, QR code or website.
Add your booking link to your Google profile
Clients who find your firm on Google tap the booking link and pick a meeting time.
Print a QR code for your front desk
Clients scan the QR code at your front desk and book their next meeting before they leave.
Add your booking page to your website
Add online booking to your firm’s website so visitors book a consultation right on your site.
Integrations
Connect the tools
your business already uses
Payments, calendars, video calls and messages connect to your bookings.
Also works for
Take bookings for every professional service
Every firm sets its own services and fees.
Pricing
Pick a plan
that fits your team
Each plan is priced per team, with team members included. Add more members when you need them.
Includes
200 bookings
Branded booking page
Team and customer records
Calendar with 1 shift
Solo, plus
Unlimited bookings
Your own domain
Payments with Stripe and PayPal
Calendar with 5 shifts
Essential, plus
Custom booking rules
Roles and permissions
Reports
API access
Priority support
Every plan starts with a 14-day free trial. No credit card needed. No commission on bookings. Card processing fees from Stripe or PayPal still apply.
Which services can I list?
Any service you offer, such as consultations, tax planning, bookkeeping reviews, legal advice or notary visits. Each one has its own price and length.
Can clients choose an advisor?
Yes. Clients pick an advisor or any available one. Each team member has their own hours and services, and you can also move meetings yourself.
Can I offer online meetings?
Yes. Each booking can include a Zoom, Google Meet or Microsoft Teams link, so clients meet you online.
Can I take payment before the meeting?
Yes. You choose a deposit, part payment or the full fee for each service. Clients pay with Stripe, PayPal or Google Pay, and you refund from the booking.
Can the booking page use my own domain?
Yes. It shows your firm’s name, colors and logo, and it runs on your own domain on the Essential and Enterprise plans.
How do clients find my booking page?
You share it through your link, a QR code, your Google profile or your website. RazorBooking is your own booking page and calendar.
