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 5 October 2026
Why do financial advisors need a different kind of booking page?
People rarely book a financial advisor on a whim. They have inherited money, sold a business, separated, or reached the point where a pension decision cannot wait. Booking the first call already hints at that, and on many booking pages the hint is shared with advertising and analytics scripts. Tymeslot's booking pages load no advertising trackers and no third-party analytics, the managed service runs in Germany, and a firm that wants the data on its own servers can self-host.
Where a single booking link falls short for an advice firm
An advice relationship runs in stages. A free discovery call, then a longer advice meeting once the fact-find is done, then a review every year for as long as the client stays. Each stage needs a different length, a different amount of notice and a different audience: anyone can book a discovery call, but only existing clients should see review slots. A tool built around one public link mixes them together.
Tymeslot gives each stage its own meeting type. Discovery calls sit on your public page; advice meetings and annual reviews can be hidden and shared by direct link. Each type can offer the office, a video call and a phone call, and the client picks. Intake questions stay short, because income, assets and pension values belong in your fact-find and back-office system, not in a booking form.
Everything Financial Advisors need. Nothing they don't.
Scheduling features shaped around how your practice works.
A Meeting Type for Each Stage
Discovery call, advice meeting, annual review: each gets its own duration, link and questions, and can be hidden from your public page so only the clients you send it to can book.
Booking Pages Without Ad Trackers
No advertising pixels and no third-party analytics load on your booking page. On tymeslot.app, Google reCAPTCHA loads once a client starts the booking form, to block spam bookings. On the managed service client details are stored in Germany.
Office, Video or Phone
Offer several locations on one meeting type and let the client choose. Video bookings get a Teams, Zoom or Google Meet link automatically, and phone bookings can ask for the client's number.
Room for a Partner
Allow guests on a meeting type so a client can add a spouse, partner or business partner when they book, and both receive the confirmation.
Reminders Before Every Meeting
Send several reminder emails per meeting type at the times you choose, for example a week before a review so the client can gather statements, and again on the morning.
Self-Host If the Firm Prefers
Run Tymeslot on your own server with Docker, Cloudron or Railway. Booking data then stays inside the firm, and every feature is included without a subscription.
Privacy and compliance for Financial Advisors
A booking with a financial advisor can hint at a client's circumstances, from an inheritance to a pension decision, and advice firms have record-keeping duties that make it worth knowing exactly what each system holds. Tymeslot keeps the booking side lean: it collects only what your form asks for, loads no advertising trackers or third-party analytics, and can run on the firm's own server.
Hosted in the EU
The managed service runs on servers in Germany. Booking pages load no advertising trackers; Google reCAPTCHA loads once a client starts the booking form, to block spam bookings.
Data processing agreement
A signed data processing agreement (DPA) comes with the Enterprise plan. The Free and Pro plans do not include one.
Self-host for full control
Run Tymeslot on your own server with Docker, Cloudron or Railway, and booking data never leaves infrastructure you control.
Only what you ask for
Clients share only the details your booking form asks for. Keep sensitive matters out of the form and in your own records.
See the difference
Same profession. Completely different scheduling experience.
Without Tymeslot
With Tymeslot
Common scheduling scenarios
How other Financial Advisors use Tymeslot every day.
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. Giving each one a meeting type keeps prospects and long-standing clients in the right places.
- Create a 30-minute "Discovery call" on your public booking page, free of charge, with 24 hours' notice.
- Create a 60-minute "Advice meeting" and hide it from the public page. Send its link once the fact-find is back and the recommendation is ready to present.
- Create a 60-minute "Annual review", also hidden, with a booking horizon of about three months so clients can plan around holidays.
- Advice meetings and reviews need more notice than discovery calls, so give them their own availability schedule.
How do financial advisors offer in-person and online meetings on one link?
Some clients want to sit across the desk for an advice meeting; others would rather join from home. One meeting type can offer both, so you do not have to maintain two links.
- 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 clients who prefer a call.
- The client chooses when they book. Video bookings get a link in Teams, Zoom or Google Meet; office bookings show the address in the confirmation.
- Set a buffer between meetings on the availability schedule so a face-to-face review never runs straight into a video call.
How do financial advisors get annual reviews booked without chasing?
Reviews are where ongoing advice fees are earned, and chasing each client for a date takes hours across a year. Letting clients choose their own slot turns a round of emails into one link.
- Put the private "Annual review" link in the letter or email that tells the client their review is due.
- Ask one question at booking: has anything changed since your last review? A yes or no is enough to prepare.
- Send a reminder a week before, asking the client to have recent statements to hand, and another two hours before.
- Allow guests so a client can add their partner, and both get the confirmation and the video link.
A starter setup for Financial Advisors
Recommended settings to start from. You can change any of them in your dashboard.
Discovery call
- Duration
- 30 min
- Buffer
- 15 min
- Minimum notice
- 1 day
- Bookable ahead
- 3 weeks
- Payment at booking
- None
Advice meeting
- Duration
- 60 min
- Buffer
- 15 min
- Minimum notice
- 3 days
- Bookable ahead
- 6 weeks
- Payment at booking
- None
Annual review
- Duration
- 60 min
- Buffer
- 15 min
- Minimum notice
- 3 days
- Bookable ahead
- 90 days
- Payment at booking
- 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?
No payments here, because most firms charge advice fees through their engagement terms rather than at booking. Keep income, assets and pension values out of the form; they belong in the fact-find. Discovery calls use shorter notice and horizon than advice meetings and reviews, so give them separate availability schedules.
Intake questions and payments at booking are part of Pro on the managed service, and free when you self-host.
Tymeslot compared with Paperbell, Calendly and SavvyCal
Facts from each vendor's own pages, with the date we checked them.
| Feature | Tymeslot | Paperbell | Calendly | SavvyCal |
|---|---|---|---|---|
| Free plan | Yes: unlimited bookings and meeting types | Free account to set up, before choosing a paid plan | Yes, limited to 1 event type and 1 calendar | No: free trial only; a paid plan is needed to activate links |
| Entry price | Pro €9/month, flat; self-hosting is free | One plan, billed $97/month or $970/year | $10/seat/month, billed yearly | From $10/user/month; annual billing saves 2 months |
| Hosting in the EU | Yes, in Germany | Not checked | No: data is stored in US data centres | No: hosted in the US (Virginia) |
| Self-hosting | Yes: Docker, Cloudron or Railway | No: hosted service only | No: hosted service only | No: hosted service only |
| Open source | Yes, GNU AGPLv3 | No: hosted service only | No: hosted service only | No: hosted service only |
| Booking page without third-party scripts | No ad trackers; reCAPTCHA on the booking form | Not checked | No: third-party scripts are referenced (Stripe, reCAPTCHA, Airbrake, Google Tag Manager) | No: third-party scripts load (Tally, Help Scout, PostHog) |
| Deposit or payment at booking | Pro or self-hosted: a fixed amount via Stripe | Yes: payment plans and set-up fees; first payment taken at purchase | Paid plans only: Stripe or PayPal at booking | Premium plan only: paid bookings |
| Custom intake questions | Pro or self-hosted: 10 question types | Yes: customisable intake surveys | Yes: up to 10 questions per event type, on all plans | Yes: custom questions on scheduling links |
| Signed data processing agreement | Enterprise plan only | Terms name Paperbell as data processor | Yes: accepted with the customer terms | Yes: accepted with the Terms of Use |
Sources: Paperbell: Paperbell pricing (checked 5 October 2026) Paperbell: Paperbell FAQ (checked 5 October 2026) Paperbell: Paperbell terms and conditions (checked 5 October 2026) Paperbell: Paperbell set-up fees (checked 5 October 2026) Calendly: Calendly pricing (checked 5 October 2026) Calendly: Calendly data storage (checked 5 October 2026) Calendly: Calendly data processing addendum (checked 5 October 2026) Calendly: Calendly demo booking page (checked 5 October 2026) Calendly: Calendly invitee questions (checked 5 October 2026) SavvyCal: SavvyCal pricing (checked 5 October 2026) SavvyCal: SavvyCal security and hosting (checked 5 October 2026) SavvyCal: SavvyCal data processing addendum (checked 5 October 2026) SavvyCal: Custom questions in SavvyCal (checked 5 October 2026) SavvyCal: SavvyCal demo booking page (checked 5 October 2026)
How to choose
What to check before you choose
- Find out where client data is stored and whether a data processing agreement comes with your plan.
- Work out the cost at your firm's size: per-seat pricing grows with every colleague.
- Check that the tool syncs with the calendar standard your firm uses, such as CalDAV.
- See whether you can take a fee or retainer at booking, and on which plan.
- Try embedding the booking page on your firm's website.
- Ask how you would export your data if you left.
How much time could you save?
Adjust to match your practice and see your potential savings.
Calculate your time savings
Drag the sliders to match your practice.
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?
Connects to the tools you already use. No extra setup.
Start free, upgrade when you're ready
Core scheduling is always free. No credit card required.
Free
€0 / month
- Unlimited bookings and meeting types
- Calendar sync (Google, Outlook, CalDAV)
- Auto video rooms (Meet, Teams, Zoom, Jitsi, Nextcloud Talk and more)
- Booking page at tymeslot.app/you
- Email reminders & notifications
- Both booking themes and website embeds
Pro
€9 / month
- Everything in Free
- Custom booking questions for intake
- Payments at booking via your own Stripe account
- Remove Tymeslot branding from booking pages
- Booking analytics and automation
See Tymeslot in action
Try both booking themes live - no account needed.
Frequently Asked Questions
Is Tymeslot GDPR compliant for financial advisors?
Can Tymeslot replace a CRM or back-office system for financial advisors?
How do financial advisors stop clients missing annual reviews?
How does Tymeslot compare with Calendly for financial advisors?
Can a financial advice firm self-host Tymeslot?
Is there a free plan for independent financial advisors?
Does Tymeslot work with Outlook and Microsoft Teams for financial advisors?
Moving from another booking tool? See how Tymeslot compares with Calendly, Cal.com and others
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