EU-Hosted Scheduling Software for Financial Advisors
Prospects book a discovery call, clients book their annual review, and nobody's financial plans pass through an advertising network on the way.
Updated 22 October 2026
Why do financial advisors need a different kind of booking page?
People rarely book a financial adviser on a whim. They have inherited money, sold a business, separated, or reached the point where a pension decision cannot wait. Booking that first call already hints at the reason, and on many booking pages the hint is passed to advertising scripts. Tymeslot puts no advertising trackers on the page, so a prospect researching retirement options is not followed round the web by the visit.
Where a single booking link falls short for an advice firm
An advice relationship runs in stages: a free discovery call, a longer meeting once the fact-find is back, then a review every year for as long as the client stays. Each stage needs its own length, notice and audience. Anyone may book a discovery call; only clients should see review slots. One public link mixes them up.
Tymeslot gives each stage its own meeting type. Discovery calls sit on your public page, while advice meetings and reviews are hidden and sent by direct link. Each can offer the office, a video call or a phone call. The form stays short, because income, assets and pension values belong in your fact-find and back-office system, where your record-keeping already applies.
Everything financial advisors need. Nothing they don't.
A Meeting Type for Each Stage
Discovery call, recommendation meeting, annual review: each has its own length and link, and the last two can stay off your public page so only clients you send them to can book.
Figures Stay in the Fact-Find
Ask what the meeting is about and whether anything has changed, never balances, account numbers or pension values. The booking then holds a name and a topic, and the client's money stays in systems your firm already keeps records for.
Office, Video or Phone
One meeting type can offer all three, and the client picks. Each video meeting gets a fresh link on the platform you choose, so whatever recording policy your firm applies to that platform still applies.
Room for a Partner
Joint finances need both people in the room. The client adds a spouse or business partner as a guest when booking, and both receive the invitation and reminders.
A Reminder to Bring Statements
Send the first reminder a week before a review, asking for recent pension and investment statements, and a second on the morning so the meeting starts with the paperwork to hand.
Bookings Into Your CRM
On Pro, a webhook passes each new booking to your CRM or back-office system, so the meeting appears against the client's record without anyone retyping it.
Privacy and compliance for financial advisors
Regulators expect an advice firm to know what each of its systems holds about clients and who runs it. For a booking tool the answer should be short: a name, a meeting time and a topic. The obligations below explain why that is worth keeping to, and where the real records belong.
Advice records live in your books, not the diary
SEC Rule 204-2(a)(7) requires a registered investment adviser to keep written communications sent and received about advice given or proposed for at least five years. Tymeslot is not a records archive, so keep advice out of booking questions and meeting descriptions, and let the booking hold only the time and topic.
Oversight of service providers
Regulation S-P requires written safeguards for customer information and, since its 2024 amendments, oversight of service providers that handle it. A booking form that never asks for account numbers or balances keeps Tymeslot's share of that information to names and meeting times, which shortens the due diligence.
Video meetings that may lead to orders
MiFID II Article 16(7) requires firms to record telephone conversations and electronic communications that relate to client orders, and allows face-to-face conversations to be documented in written minutes. Tymeslot only creates the Teams or Zoom link; recording and retention happen in the platform under your firm's policy.
- Hosted in the EU
- Signed DPA on Enterprise only
- Self-hosting for full control
See the difference
Without Tymeslot
With Tymeslot
Common scheduling scenarios
How do financial advisors set up discovery, advice and review meetings?
Each stage of an advice relationship has its own length and its own audience. A meeting type per stage keeps prospects on the public page and long-standing clients on links meant for them.
- Publish a free 30-minute "Discovery call" on your booking page with 24 hours' notice.
- Create a 60-minute "Advice meeting" and hide it. Send its link once the fact-find is complete and the recommendation is ready to present.
- Create a 60-minute "Annual review", also hidden, with a 90-day horizon so clients can plan around holidays.
- Advice meetings and reviews need three days' notice for preparation, so put them on a schedule separate from discovery calls.
How do financial advisors offer in-person and online meetings on one link?
Some clients want to sit across the desk for a recommendation; others would rather join from home with their partner. One meeting type can offer both, so the review letter carries one link.
- Add your office as an in-person location and a video call as a second location on the "Annual review" meeting type.
- Add a phone location that asks for the client's number, for those who would rather talk than appear on camera.
- The client picks one while booking; a video choice brings a meeting link, an office choice shows your address.
- A buffer on the schedule stops a face-to-face review running straight into a video call.
How do financial advisors get annual reviews booked without chasing?
Ongoing advice fees depend on reviews actually happening, and chasing each client for a date costs hours across a year. A private link in the review letter turns a round of emails into one click.
- Put the private "Annual review" link in the letter or email that tells the client their review is due.
- On Pro, ask one question at booking: has anything changed since your last review? A yes or no is enough to prepare.
- Send a reminder seven days before asking for recent statements, and another two hours before.
- Allow guests so the client can add their partner; both get the invitation and the video link.
See Tymeslot in action
A starter setup for financial advisors
| Meeting type | Duration | Buffer | Minimum notice | Bookable ahead | Payment at booking |
|---|---|---|---|---|---|
| Discovery call | 30 min | 15 min | 1 day | 3 weeks | None |
| Advice meeting | 60 min | 15 min | 3 days | 6 weeks | None |
| Annual review | 60 min | 15 min | 3 days | 90 days | None |
Intake questions
- What would you like to talk about? (retirement, investments, protection, something else)
- Are you already a client of the firm?
- Has anything changed since your last review? (yes or no)
- How did you hear about us?
Nothing is charged at booking, since advice fees normally run through the client agreement or come out of the investments. None of the questions asks for a figure: the fact-find is where those live. Discovery calls take bookings at a day's notice and three weeks out, unlike the other two, so they need a schedule apart.
Tymeslot compared with Calendly and Cal.com
Next to Calendly and Cal.com, Tymeslot suits an advice firm that wants to decide where client names are held. The rows follow a compliance officer's questions about a new supplier: is there a processing agreement, can it run in-house, what does the form collect. Calendly puts booking questions on its free tier and bundles a DPA into its terms, against a signed one on Tymeslot's Enterprise plan alone; for quick sign-off of a hosted tool, Calendly may win. Cal.com offers self-hosting only through its community edition, Cal.diy.
| Feature | Tymeslot | Calendly | Cal.com |
|---|---|---|---|
| Signed data processing agreement | Signed DPA on Enterprise; Free and Pro come without | Yes: accepted with the customer terms | Not checked |
| Self-hosting | Yes: in-house, beside your back-office system | No: hosted service only | Only the Cal.diy community edition |
| Custom intake questions | Pro: ask what changed since the last review | Yes: up to 10 questions per event type, on all plans | Yes: customisable booking questions |
Sources checked 5 October 2026.
How much time could you save?
A rough estimate, not a promise.
240
minutes saved per week
208.0
hours saved per year
€36,400
annual value of saved time
Which calendars and video tools do financial advisors use with Tymeslot?
Start free, upgrade when you're ready
Discovery calls, hidden advice meetings and review links all run on Free, which is enough for most planners who bill fees under their client agreement. Pro (€9/month) adds the review question in this setup and webhooks into your CRM. A firm that wants client names off any outside supplier can self-host instead.
Free
€0 / month
Pro
€9 / month