For financial advisors and planners
Scheduling for financial advisors that respects client time
Annual reviews, prospect meetings and quick check-ins all compete for your diary. Calendeur lets clients book the right meeting type, completes intake beforehand and answers the phone when you're in a review.
14-day free trial. No credit card.
What gets in the way for financial advisors and planners
Review season chaos
Booking dozens of annual reviews by email takes weeks of back-and-forth.
Prospects arrive unprepared
First meetings are spent gathering basic information that could have been collected earlier.
Calls during client meetings
Prospects ring while you're with a client and rarely call twice.
How Calendeur helps
Booking pages, an AI receptionist and the paperwork around each appointment, in one place.
Meeting types for every purpose
Reviews, prospect meetings and short check-ins each have their own length and notice period.
Intake before the first meeting
Routing forms collect goals and circumstances, and route prospects to the right advisor.
Bulk review invitations
Send clients your booking link and let them pick a review slot themselves.
AI receptionist for your line
It books meetings and takes messages, and is set up never to give financial advice.
Documents by e-signature
Send engagement and onboarding documents for signature before the first meeting.
Notes from every meeting
Video meetings can be transcribed and summarised for your records.
What a call sounds like
Your agent uses your business name, your services and your real calendar. You write its instructions and can test it before it takes a call.
Sample call: booking a review
AI agentGood morning, Meridian Planning. I'm Ava, the office assistant. How can I help?
CallerI'd like to book my annual review with Pat.
AI agentOf course. Pat has the 14th at 10 or the 16th at 3 for a one-hour review.
CallerThe 16th at 3.
AI agentBooked. I'll email a confirmation with a short form to update your details before the meeting.
Set up in an afternoon
- 1
Create your booking page
Connect Google Calendar or Outlook, set your hours and add review and prospect meeting types. Your page goes live at calendeur.com/your-name.
- 2
Set up your AI receptionist
Describe your business once, pick a voice and say what the agent may book. Run practice calls before it answers real ones.
- 3
Point your number at it
Get a number from us or forward your existing line after hours. Every call is recorded, transcribed and summarised.
Questions
Will the AI give financial advice?
No. You set its instructions, and it's limited to scheduling and general questions about your practice.
Can clients book reviews themselves?
Yes. Send your review booking link and clients choose from your open times.
Can I collect information before the meeting?
Yes. Intake routing forms gather what you need and attach it to the booking.
Can a team of advisors share leads?
Yes. Round-robin and routing forms spread prospects across the team.
Try Calendeur for financial advisors and planners
Try it free for 14 days, no credit card. Set up your booking page and AI receptionist.
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Pricing
Starter, Growth and Enterprise plans. 14-day free trial.
Compare scheduling tools
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