Financial Services

Client meetings that
book themselves

Let clients book consultations online. Google Calendar sync, automated reminders, Stripe payments, and no per-seat fees. Free to start.

Sound familiar?

of prospects drop off before booking a first meeting

A potential client visits your website at 9pm, ready to talk. But there's no way to book. By morning, they've moved on. Self-service booking captures leads when they're warm.

a week on scheduling back-and-forth

Email chains, phone tag, rescheduling. Your advisors should be advising, not coordinating calendars. Every meeting takes five messages to confirm.

per seat, per month. That scales fast

Per-seat pricing means a growing practice pays more for every advisor and support staff member. Add a new hire, add another line item.

One booking page for your entire practice

Astrocal gives your firm a single booking page (or an embedded widget on your existing website) that handles every consultation type, all advisor availability, and fees upfront. No app to download, no account required for clients.

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Every consultation, every advisor

Set up initial consultations, portfolio reviews, tax planning sessions, and follow-ups with the right duration for each. Assign consultation types to specific advisors. Clients book the person they need, at a time that's actually free.

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Collect consultation fees upfront

Require payment at the point of booking via Stripe. No chasing invoices after the meeting. Cancellation and refund policies are yours to set.

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Automatic reminders

Email reminders go out 24 hours and 1 hour before every meeting. Fewer no-shows, without your team lifting a finger.

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Your brand, not ours

Match your firm's colours and branding exactly. On paid plans, Astrocal branding disappears. Clients see your name, not ours.

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Syncs with Google Calendar

Your Astrocal schedule and your Google Calendar stay in sync in real time. Block time for internal meetings or admin and those slots close automatically.

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Works on your website

Paste one line of code and the booking widget appears on your site. No redirect, no third-party page. Clients book without leaving your firm's website.

Live before your next client meeting

See it live. This is a real booking widget.

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--astrocal-primary: #2563eb

Set up your consultation types

Add every meeting type you offer (discovery calls, portfolio reviews, tax consultations, annual reviews) with the right duration and price. Assign them to specific advisors so clients always book the right person.

Share it everywhere

Add the link to your website, email signature, or LinkedIn profile. Embed the widget directly on your site. Clients choose a consultation, pick a slot, and pay if required. No phone tag.

Focus on your clients

Reminders go out on their own. Cancellations free up the slot automatically. Your Google Calendar stays in sync. Your team stops coordinating calendars and starts building client relationships.

How does Astrocal compare to Calendly?

ย AstrocalCalendly
Remove third-party brandingโœ“ All plansโœ— Paid plans only
Flat pricing, no per-seat feesโœ“โœ— Per-seat
Stripe payments built inโœ“โœ“ Paid plans only
Prospects used to email us and wait days for a meeting link. Now they book a discovery call from our website in 30 seconds. Our pipeline has never moved faster.

# TODO: Real advisor name

# TODO: Financial advisor / wealth manager, # TODO: Firm name, City

Frequently asked questions

No. Clients book by filling in their name and email, no app, no account, no friction. They get a confirmation email with all the details.
Yes. Set a fixed fee on any consultation type. Payment is taken at booking via Stripe. Your cancellation policy determines whether the fee is refunded.
Each advisor gets their own availability schedule. Clients can book a specific person, or Astrocal can automatically assign the next available advisor. Your choice.
Yes. One line of code adds the booking widget directly to your site. Clients book without leaving your page, no redirect to a third-party booking URL.
Yes. Email reminders go out 24 hours and 1 hour before every meeting, with ICS calendar attachments included.
The free plan includes 10 bookings per month, enough to get started. Paid plans start at $12/month flat. No per-seat fees, no per-booking charges. See the full breakdown on our pricing page.

Ready to streamline client scheduling?

Set up your firm's booking page in minutes. Free to start, no credit card required.