Booking system for financial services office
Booklux is the ideal solution for the needs of a financial advisory office. Setting up our platform will take no more than a few minutes of your precious time.
First 30 days free. Cancel anytime.
The Perfect Booking Solution
Booklux offers a seamless and easy booking experience, helping your finance office run smoothly.
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
Employee / Monthly + VAT
Plus Package
€11.99
Employee / Monthly + VAT
Enterprise Plan
Request a quote
Employees 10+
Easy-to-use Management Software
Booklux software makes finance office operations easier: locations, schedules and resource management are just a few clicks away.
Convenient Booking Management
Full overview and control over your bookings is ensured by Booklux software. The system offers options for sending notifications both on the web and in the mobile app.
Mobile Management App
Download the Booklux app to manage your finance office conveniently anytime, anywhere.
Feature-Rich Booking
Allowing full control over booking, Booklux offers flexibility in setting rules and versatile booking options.
Online Booking Options
Simply share your unique booking link, add a booking button or view to your website or download a QR code.
Client Mobile App
Completely free for you and your customers, our customer 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.
Dynamic Pricing
We offer versatile options to customize the pricing of services to the needs of your financial advisory office.
Convenient Payment Options
Our system allows you to activate online payments, prepare automatic invoices, monitor cash transactions and integrate accounting programs.
Data-Driven Analytics
Booklux booking software enables comprehensive business analytics and integration with well-known analytics tools.
Frequently Asked Questions
Find answers to all your frequently asked Booklux questions quickly and easily.
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What is a financial services office 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 using financial services office 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 financial services office booking solution cost?The cost of the booking system for financial services is reasonable and includes a wide range of features. Check out our pricing online. Click to open link
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How do I set up financial services office booking software?Register a user account and follow our step-by-step instructions, including video trainings, to set up the financial services booking system. Click to open link
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Can I integrate the financial services office booking system with my website?Yes, our financial services booking system can be integrated into any website, including the WordPress platform, as shown in our tutorial video.
- Booking system for WordPress websites
- Booking system integration tutorial for WordPress: Watch video
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Is it possible to customize my financial services office booking system 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 office 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 using the financial services office booking software?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 automated financial service reminders to 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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How can I track my bookings and financial services statistics?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 financial services office booking software?Booklux is an all-in-one financial services booking software that simplifies booking management and customer communication, providing meaningful insight and improving customer satisfaction. Learn more here: Click to open link
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Who is Booklux's financial services office booking solution suitable for?Booklux is an all-in-one booking software that is perfect for financial advisors, financial offices and other resource-based services businesses. The system allows you to scale your business by adding an unlimited number of locations, resources, employees, services, bookings and customers.
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24/7 Customer Support
Our 24/7 customer support, which works with AI assistants, can provide quick help for various questions.
Free Trial
Just a few clicks away, you can try our financial advisory software for free for 30 days.