Best booking software for financial services
13.07 USD
Employee / Monthly + VAT
Free for the first 30 days. You can cancel anytime.
Admin Web
Explore the main features of the Financial Services Booking System
Great overview
A complete overview of daily and weekly bookings in your financial company.
Instant booking notifications
Get instant notifications every time customers make or cancel a reservation online.
Easy schedules management
Let your team easily update clients' work schedules, allowing them convenient and secure access.
Staff login accounts
Create user accounts to keep all employees up to date with important information.
Add special events
Block customer bookings for employees who are temporarily unavailable due to conditions such as vacation or illness.
Group bookings
Create and manage group bookings conveniently and hassle-free.
Notifications via Email and SMS
Customize your financial service booking notifications, from e-mails with distinctive content to multilingual SMS notifications.
Confirmations via Email and SMS
Both you and your customers receive instant confirmations for every booking.
Reminder messages
Timely reminders help ensure that your clients don't forget their booked appointments.
Thank you messages
You get thank you letters, which is one of the easiest ways to keep loyal customers.
Feedback letters
Collect customer feedback to improve your financial services and gain a competitive advantage.
Admin App
Booklux's financial services management tool combines ease of use with essential features that allow you to easily manage your bookings and your team of financial professionals from a mobile app or computer, regardless of location.
25+ languages
Our professionally translated booking software is available in over 25 languages, but you can translate your services into any language you want.
Add unlimited data
Add unlimited locations, resources, employees, services, bookings, customers and user accounts.
Manage everywhere
Use our booking system from anywhere - all you need is an internet connection and one device.
Works in any device
We guarantee smooth operation on all your devices - be it web, Android or Apple devices.
Download the Booklux Booking App
Get instant notification email or in-app messages when customers create or cancel bookings online.
Why is our financial services app a great option for you and your clients?
Client App
Booking through our financial services client app ensures a great user experience and brings significant benefits to both you and your clients. It is possible to make a reservation both online and via the mobile application.
Discover 4 ways the Agado customer app can benefit you
Activate mobile app
Give your customers a great experience through our booking app Agado.
Add on your website
Add a booking view or button to your website with a simple, one-time action.
Share your booking link
If you don't have a website, share your unique Booklux booking page on social media like Instagram, Facebook and more.
Share on social media
Share your unique Booklux booking page on social media like Instagram and Facebook.
Add more functionality to your financial services booking system
We're here to help your financial services at every stage of growth by providing extensible booking management.
Digital payments
Securely accept digital payments from all devices using all popular payment methods.
Data-driven analysis.
Booklux provides real-time analysis of popular financial services and new customers, closely monitoring the progress of each booking.
Powerful web analytics
Analyze your booking data in detail, export data or integrate our booking system with Google and Meta tools to optimize advertising campaigns and create direct marketing.
Email campaigns
Create targeted email campaigns by exporting customer groups or all customers directly to Mailchimp.
Checkout system
Use our virtual cash register to process financial transactions - this efficient tool helps you keep control of sales, cash flow and payroll.
Product sales overview
We help you save time, money and effort by handling product tracking and management professionally.
Benefits of Financial Services Booking Software
Financial service providers can benefit from Booklux's booking software, which streamlines appointment scheduling, resource allocation, and client tracking. With easy translation capabilities, clients from different language backgrounds can book financial consultations with ease. By implementing Booklux's booking system for financial services, you can focus on providing top-notch financial guidance while the software takes care of the administrative work.
Join thousands of successful financial services providers and professionals from around the world!
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Frequently Asked Questions and Answers
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What is the Financial Services Booking System?The financial services reservation system offers customers the opportunity to conveniently and quickly book financial services online.
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What are the benefits of financial services booking software?Financial services booking software provides customers with 24/7 access, controlled booking management and automatic scheduling, thereby improving the customer experience.
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How much does a booking system for financial services cost?The cost of the booking system for financial services is reasonable and includes a wide range of features. Check out our pricing online. Open link
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How do I set up a booking system for financial services?Register a user account and follow our step-by-step instructions, including video trainings, to set up the financial services booking system. Open link
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Can I integrate a financial services booking system into my website?Yes, our financial services booking system can be integrated into any website, including the WordPress platform, as shown in our tutorial video.
More information can be found here:
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Is it possible to personalize the financial services booking page?Definitely! Personalize your financial services booking page by adding branding elements such as logos and colors, and set pricing and availability rules.
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How can I accept payments through my financial services booking system?Our financial services booking software works with leading payment systems, allowing you to set up payment options and accept payments directly from the booking page.
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How can I manage bookings and availability in the Financial Services booking system?Our financial services booking system provides administrators with a dashboard to monitor bookings, availability and schedules, as well as check appointment durations and staff availability.
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Can I send automatic reminders to financial services clients?Yes, our financial services booking system supports automatic reminders via email, SMS and in-app notifications, allowing for customized reminder intervals and message content.
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Is there also a mobile application for the financial services booking system?Yes, our financial services booking system has a free and convenient mobile app for both administrators and customers.
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Why is Booklux the best choice for your financial services?Booklux is an all-in-one financial services booking software that simplifies booking management and customer communication, providing meaningful insight and improving customer satisfaction. Find out more here: Open link
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