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.
The Perfect Booking Solution
Booklux offers a seamless and easy booking experience, helping your finance office run smoothly.
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Online Payments
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25+ Languages
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Group Bookings
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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
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Unlimited Data
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Booking Management Calendar
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Recurring Bookings
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Flexible Schedules
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Users and Roles
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Mobile Management App
Plus Package
€11.99
Calendar name / Monthly + VAT
Try for free
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Free Plan/Package
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Data-Driven Statistics
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Online Booking Options
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Client Mobile App
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Automated Booking Notifications
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Custom Notifications
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Transaction Management
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25+ Languages
Enterprise Plan
Request a quote
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Contact us
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.
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Booking Management Calendar
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Flexible Schedules
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Users and Roles
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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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Great Overview
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Instant Notifications
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Group Bookings
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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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Customizable Colors
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25+ Languages
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Booking Confirmation
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Booking Time Limit
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Cancellation Rules
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Booking Schedule Scope
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Client Views
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Service Duration Customization
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Registration Requirements
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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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Share on Social Media
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Share Booking Link
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Add to Website
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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.
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Booking Confirmations
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Feedback Emails
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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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Periodical Special Pricing
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Resource/Employee Special Pricing
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Special Prices
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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.
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Online Payments
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Automated Invoicing
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Transaction Management
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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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Data Export
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Web Analytics Integrations
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Data-Driven Statistics
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Frequently Asked Questions
Find answers to all your frequently asked questions about Booklux quickly and easily.
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What is financial services scheduling software?This is a progressive solution that allows financial services customers to reserve financial products and services flexibly and 24/7. The financial information processing system provides a real-time overview of investment opportunities, allows investors to make necessary transactions around the clock, and automatically sends confirmations and reminders. Extensive data analysis shows that the ease of use of financial scheduling software significantly increases investment activity.
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What are the benefits of using financial services scheduling software?Key benefits include continuous booking opportunities for customers, automated financial plan management, and significantly less time-consuming administrative burden. Financial schedule software allows investors to get a real-time overview of investment opportunities and make transactions at any time. The software automatically manages investment confirmations and reminders, and allows you to manage group investments, implement dynamic pricing and campaigns, accept online payments, and generate automatic invoices. This financial software supports various client profiles, investment automation, and third-party application integration, thus becoming an indispensable tool in ensuring the efficiency of a company's financial operations.
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How much does a financial services scheduling solution cost?The price varies based on the selected package, the software functionality implemented, and the necessary additional services, ensuring the solution is suitable for companies of different sizes and needs. Financial software pricing is transparent and offers different packages and modular additional features. A free trial or free package allows you to see for yourself risk-free whether the financial software suits your needs, and additional services can be activated at any time according to your needs. Click to open link
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How do I set up financial services scheduling software?Setup is easy: register on the website and follow the instructions to quickly create a functional financial services booking environment. Get 24/7 live chat (AI or human) and step-by-step video tutorials to help you set up your financial schedule software. A free trial gives you plenty of time to test out the software’s features. Integration options ensure seamless compatibility with existing processes and third-party software. Click to open link
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Can I integrate the financial services scheduling system with my website?Versatile integration solutions allow financial services booking software to be easily added to any website, providing customers with the convenience of making reservations directly from the homepage. Financial software offers several flexible integration methods, including adding a transaction button or view, sharing a unique transaction link, and using a QR code for transactions.
- Booking system for WordPress websites
- Booking system integration tutorial for WordPress: Watch video
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Can my financial services scheduling booking page be customized?We offer extensive options for customizing your website, allowing you to create a unique booking environment that meets your brand's needs. Financial software allows you to create a page that fully matches the visual style of your company (logo, colors, display of financial services and investment opportunities). You can set investment rules, create group investments with limited participants, manage investor accounts, and use different pricing models. All this makes financial services scheduling software a versatile tool to meet your business needs.
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How can I accept payments through my financial services scheduling system?Payments can be made conveniently through the integrated Stripe Payments solution, which supports various digital payment solutions. After a successful payment transaction, the investment is automatically confirmed and transactions can be monitored in real time. In addition, the financial software allows you to activate automatic invoice generation upon receipt of payments and seamless integration with various accounting software.
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How can I manage bookings and availability with financial services scheduling software?The user-friendly administration panel allows real-time overview and control over financial services reservations and related resources both online and on mobile. With financial software, you can track investment history and detailed activity logs, and manage recurring and group investments. You can set up regulatory investment schedules, create recurring breaks, and make exceptions for certain dates and times. Thanks to the ease of use of the mobile application, a company can manage investment transactions on the go.
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Can I send automated reminders to clients through the financial services scheduling system?Booking reminders can be sent autonomously to customers via email, SMS, and in-app notifications. Financial software gives you complete control over reminders – you can choose when and which channels (e-mail, SMS) to use, and add important notification content according to your needs.
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How can I track my bookings and financial services statistics?Real-time booking analysis and service economics provide a comprehensive overview and help make data-driven decisions to optimize price and efficiency. Financial services schedule software provides real-time insight into your investment status, revenue, and customer growth. It also allows you to track transaction history and detailed activity logs. The software is fully compatible with leading web analytics tools such as Google Analytics, Google Tag Manager, and Meta Facebook Pixel.
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What is the best financial services scheduling software?We offer a broad-based solution that combines effective pricing features, flexible service management options, and extensive software functionality, ensuring an excellent user experience for every company. Booklux financial software offers versatile pricing options, allowing you to customize prices and campaigns by days of the week, time of day, date ranges, financial resources, and customer groups. The software supports seamless payment processing, automatic customer notifications, user-friendly interfaces and mobile applications for both administrators and customers, extensive analytics capabilities, and integrates additional features for process automation. With its 15 years of experience, Booklux has become the best smart financial scheduling software, which has helped hundreds of companies manage their financial processes efficiently. Learn more here: Click to open link
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Who is financial services scheduling software suitable for?Suitable for businesses of all sizes that offer time- or resource-based financial services and want to offer their customers a flexible and scalable booking solution. Smart financial software offers excellent service configuration options, allowing you to manage both short-term and long-term investments, including individual and group investments. An exceptionally powerful pricing module supports the management of all your company's services, strategies and campaigns. Mobile applications, extensive integrations and additional features give your company the freedom to grow and adapt to any situation, while its long-term experience ensures valuable solutions and continuous development, making this financial software still the best solution for ambitious companies.
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.