Built for Financial Advisors

Stop playing phone tag.
Let clients book you.

Share your booking link. Clients pick a time. It syncs to your calendar automatically. Bookaboom is built specifically for financial advisors, with compliance tools built in.

No credit card required · Free forever plan available

Everything a financial advisor needs

Not a generic scheduler. Built with the tools and compliance features advisors actually need.

Smart Scheduling

Share one link. Clients see your real availability and book instantly. No back-and-forth.

Auto Meeting Links

Zoom or Google Meet links are created automatically for every video appointment.

Compliance Ready

Add custom disclaimers and license info to your booking page. Required for regulated advisors.

Client CRM

Track pipeline stage, add notes after meetings, set follow-up reminders. Stay organized.

Both Calendars

Syncs with Google Calendar and Outlook. Your real availability, always up to date.

Team Scheduling

Add trainees and partners. Each gets their own page. You see everyone's bookings.

Simple pricing

Start free. Upgrade when you're ready.

Free

$0Try it out
  • 1 service type
  • 10 bookings/month
  • Booking page
  • Email confirmations
MOST POPULAR

Solo

$15/month
  • Unlimited bookings
  • Unlimited services
  • Google + Outlook sync
  • Zoom & Google Meet
  • Payment collection
  • CRM lite
  • SMS reminders

Pro

$35/month
  • Everything in Solo
  • Custom domain
  • Intake forms
  • Team members (up to 3)
  • Custom branding
  • Analytics
  • Priority support