Financial services scheduling software

Booklux is the perfect solution for your financial advisory firm's needs. Setting up our platform will take no more than a few minutes of your valuable time.

First 30 days free. Cancel anytime.

Financial services scheduling software

The Perfect Booking Solution

Booklux offers a seamless and easy booking experience, helping your finance office run smoothly.

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Trusted Client Booking Software

Offering reliable booking software, Booklux is the number one choice among many financial advisors.

1+ Millions

Bookings per year

40+

Countries worldwide

25+

Supported languages

11+

Years of experience

Flexible Pricing

Our pricing structure is transparent and flexible, allowing your finance office to start small and scale over time.

Free Plan/Package

€0

Calendar name / Monthly + VAT

Start free


check Unlimited Data
check Booking Management Calendar
check Recurring Bookings
check Flexible Schedules
check Users and Roles
check Mobile Management App

Plus Package

€11.99

Calendar name / Monthly + VAT

Try for free


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check Data-Driven Statistics
check Online Booking Options
check Client Mobile App
check Automated Booking Notifications
check Custom Notifications
check Transaction Management
check 25+ Languages

Enterprise Plan

Request a quote

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If you have more than 10 financial advisors in your company or have specific business needs, please contact us to discuss the best solutions and possible discounts. Our system offers full functionality and extensive customization options to create a comprehensive booking system that grows with your business. Discounts are available for larger financial services offices.

Easy-to-use Management Software

Booklux software makes financial office operations easier: locations, schedules, and resource management are just a few clicks away.

date_range Booking Management Calendar
event_note Flexible Schedules
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Convenient Booking Management

Full overview and control over your reservations is guaranteed with Booklux software. The system offers notification options both on the web and in the mobile app.

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Mobile Management App

Download the Booklux app so you can conveniently manage your financial office anytime, anywhere.

Feature-Rich Booking

Allowing complete control over bookings, Booklux offers flexibility in setting rules and versatile booking options.

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event_available Booking Confirmation
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free_cancellation Cancellation Rules
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Online Booking Options

Simply share your unique booking link, add a booking button or view to your website, or download a QR code.

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Client Mobile App

Completely free for both you and your clients, our client app offers a quick and easy booking experience.

Automated Booking Notifications

Booklux booking software offers fully customizable notifications. You can choose when and where to send notifications.

mark_email_read Booking Confirmations
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mark_chat_unread Reminders
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Dynamic Pricing

We offer a variety of options for customizing service pricing to the needs of your financial advisory firm.

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Convenient Payment Options

Our system allows you to activate online payments, create automatic invoices, track cash transactions, and integrate accounting programs.

credit_card Online Payments
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Data-Driven Analytics

Booklux booking software enables in-depth business analytics and integration with well-known analytics tools.

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Frequently Asked Questions

Find answers to all your frequently asked questions about Booklux quickly and easily.

  • What is financial services scheduling software?
    Financial services booking software is a web-based solution that allows customers to book financial products and services online. The software is designed to improve a company's administrative processes and user experience by allowing customers to make bookings at any time and from any location. As an added bonus, the system automatically generates booking confirmations and reminders, reducing the administrative burden.
  • What benefits does financial services scheduling software provide?
    The key benefits of digital booking for financial services include allowing customers to book at any time, providing them with real-time availability. This saves time and effort, reducing the time spent on booking management and improving the overall booking process. In addition, Booklux automatically sends booking confirmations and reminders, making the entire customer experience even more seamless. The software also allows for group bookings, flexible pricing strategies, direct online payments upon booking confirmation, automatic invoices, and the ability to create different memberships for customers.
  • How much does a financial services scheduling solution cost?
    The pricing of financial services booking software depends on the package features selected. You can find a detailed overview of the content and price range of our packages on the pricing page of our website. We offer different packages to suit different needs, and there is also the option to upgrade or change them according to your preferences. You can get an idea of our services during a free trial period, after which costs will only arise if you wish to continue using the service. Click to open link
  • How can I configure financial services scheduling software?
    Setting up the financial services booking software is quick and easy. To do this, you first need to register on our website. Throughout the setup process, you can ask for help from our support team either through the chat window’s AI assistant or a human agent. We also offer video tutorials that explain step-by-step how the setup process works. Click to open link
  • Can I integrate a financial services scheduling system into my website?
    Yes, Booklux booking software can be integrated into any existing website. We offer several integration options, including sharing a unique booking link, downloading a QR code, and adding a booking button and view.
    1. Booking system for WordPress websites
    2. Booking system integration tutorial for WordPress: Watch video
  • Can the page of my financial services scheduling app be customized?
    Booklux financial services booking software offers extensive customization options. You can personalize the booking view with your brand style, add a logo, and choose colors. There are also different customer views and different pricing and availability rules to set up.
  • How can I accept payments through my financial services scheduling system?
    The Booklux system allows for online payments using various digital payment methods, such as Stripe and Montonio. After successful payment, the booking is automatically confirmed. The system also supports automatic invoicing, cash register tracking, and integration with accounting programs.
  • How can I manage reservations and availability with the financial services scheduling software?
    Booklux booking software comes with a user-friendly admin interface that makes it easy to track bookings, availability, and schedules. The mobile app option offers even greater flexibility, allowing you to manage your business on the go.
  • Can I send automatic reminders to customers through the financial services scheduling system?
    The Booklux booking system supports automatic reminders that can be sent to the client via email, SMS or push notifications. All notification levels are customizable, allowing you to define both the time of notification and its content.
  • How can I monitor my bookings and financial services statistics?
    Our booking software offers detailed analytics to track booking history and activity, allowing you to optimize services, pricing, and marketing tactics. Booklux provides real-time insights into turnover, bookings, and new customer acquisition. You can also integrate the system with web analytics tools such as Google Analytics, Google Tag Manager, and Meta Facebook Pixel to better understand user behavior and minimize non-profit activities.
  • Why is Booklux the best financial services scheduling software?
    Booklux is a full-featured booking software that offers excellent value for money and is suitable for businesses of all sizes and needs. It offers versatile booking management tools, flexible booking rules, various pricing options, the ability to make online payments immediately after booking, the ability to use mobile apps, and a number of analytics and integration options. Learn more here: Click to open link
  • Who is the Booklux financial services scheduling software suitable for?
    Booklux booking software is ideal for all service providers who offer bookings for different services over time. The system allows the company to expand quickly, accessible from any location and supporting an unlimited number of locations, resources, employees, services, bookings and customers. The software also offers the option of managing service bookings on an hourly or daily basis, allowing you to thoroughly consider the specifics of the service.

24/7 Customer Support

Our 24/7 customer support, working with AI assistants, can provide quick assistance for a variety of questions.

24/7 chat support

Free Trial

Just a few clicks away, you have the opportunity to try our financial advisory software for 30 days free.

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Rating


4.8 (1708 Total ratings)

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