Consultation Booking for Investment Advisers and AnalystsFinuro lets clients book paid one-to-one consultations with you. Set your available slots and holidays, take payment when the client books, and both sides see the confirmed booking.  BOOKINGS What does Finuro's consultation booking do?Paid calls without back-and-forth on email or WhatsApp. Your availabilitySet the days and times you take consultations, and the length of each slot. Holidays blockedMark holidays and days off so nobody can book them. Paid bookingsClients pay when they book, and the booking is confirmed once the payment goes through. My bookingsClients see their upcoming and past consultations in their portal. WHY IT MATTERS Why take bookings through Finuro?Scheduling paid calls over chat wastes time and leads to no-shows. No scheduling back-and-forthClients pick a free slot themselves. Paid up frontPayment at booking means fewer no-shows and no invoices to chase. Your hours respectedOnly the slots and days you open can be booked. Part of the client recordConsultations sit with the client's subscriptions and history. How booking worksStep 1 Set availabilityChoose your consultation days, times and holidays. Step 2 Client picks a slotThe client chooses an open slot on your portal. Step 3 Client paysPayment is taken at booking through your gateway. Step 4 Booking confirmedThe consultation is confirmed for you and appears in the client's bookings. |
Who takes bookings through Finuro?
Investment advisers offering paid advice sessions, research analysts running portfolio reviews or Q&A calls, and firms with several advisers who each keep their own calendar. If you arrange calls over WhatsApp and chase payment afterwards, booking replaces that.
Before you advise in a consultation
A paid consultation that includes personalised advice is investment advice, so investment adviser rules such as risk profiling and suitability apply. Check the current regulations for your registration type.
How booking works inside Finuro
Resources and meeting types
Set up a bookable resource for each adviser or service, and choose how sessions happen: Google Meet, a meeting link, in person at your address or the client's, or by phone. Online and in-person sessions can have different prices.
Scheduling rules
Control availability with a buffer between slots, how far ahead clients can book, minimum notice before a booking, a window in which bookings can no longer be cancelled, a capacity per time window, and optional manual approval of each booking. Mark holidays and excluded dates so they can't be booked.
Paid confirmation
Clients pay when they book, and the booking is confirmed once payment succeeds. Coupons can apply to bookings.
Day view, analytics and My bookings
See the day's bookings at a glance, track booking revenue and volume in booking analytics, and let clients see upcoming and past sessions on their My bookings page.
Finuro compared with chat-based scheduling
| Task | Over chat | With Finuro |
|---|---|---|
| Finding a time | Several messages | Client picks an open slot |
| Getting paid | Payment link after the call | Paid at booking |
| Avoiding no-shows | Reminders by hand | Paid bookings and notice rules |
| Holidays | Remembered case by case | Blocked in the calendar |
Common use cases
Portfolio review calls
Offer 30-minute Google Meet reviews with a 15-minute buffer between sessions and a minimum notice of one day.
In-person meetings
Offer in-person sessions at your office at a different price from online calls, with manual approval for each request.
A team of advisers
Set up a resource for each adviser with their own hours, holidays and capacity, and see everyone's bookings in the day view.
Getting started
- Create a bookable resource for each adviser or service you offer.
- Choose the meeting types, such as Google Meet, phone or in person, and set online and in-person prices.
- Set your weekly hours, slot buffer, booking horizon, minimum notice and cancellation window.
- Mark holidays and excluded dates, and decide whether bookings need your approval.
- Share the booking link from your portal, channels or directory profile.
Most advisers start with one online session type and add in-person meetings or more advisers once bookings are coming in.
Related Finuro features
- Risk profiling: profile clients before advice sessions
- Subscription billing: sell sessions next to plans
- White-label platform: the portal where clients book
Frequently asked questionsCommon questions about consultation booking in Finuro. Built for SEBI RAs and IAs Fill your calendar with paid consultationsShare your slots, take payment at booking and stop chasing clients for confirmations. |
Book a Demo
See how Finuro handles onboarding, recommendations, model portfolios, and billing for your advisory firm. Tell us a little about your practice and we'll walk you through the platform on a live call.