Schedulin' fer Financial Planners
Run intake calls, schedule annual reviews, and command long-term client relationships without phone tag. Built fer fee-only financial planners and CFPs.
Annual reviews fer every client
Each client needs a yearly review. Manually schedulin' 100+ reviews per year be exhaustin'.
Compliance demands documentation
Every client interaction needs records. Bookin' confirmations and intake forms create that audit trail.
Remote clients across the regions
Modern planners serve clients nationally. Manual timezone coordination wastes time, savvy.
Built fer How Ye Work
Multi-Ship's-Log Sync
Auto timezone spottin'
Clients see yer availability in their local time. CalendarPA handles the conversion automatically.
AdaPA AI
Landlubbers email to schedule
Clients email AdaPA to find their annual-review slot. AdaPA handles schedulin' without app friction.
Ghost Protection
Warnin' bells before reviews
Automatic warnin' bells before every review. Clients show up with their tax documents and questions ready, savvy.
Doubloon Collection
Optional plannin' chests
Some planners sell project-based packages. Credit chests support that model.
How She Sails
Rig Up in 60 Seconds
Lash on yer calendar and set when ye be free. No tutorials needed.
Clients Book & Pay Up
Clients pick a time, pay upfront, and get automatic reminders, savvy.
Ye Show Up
We handle the rest, reminders, payments, calendar sync.
Questions from the Crew
Can clients book annual reviews online, matey?
Aye. Share yer bookin' link with clients. They book the next free review slot directly via Zoom, Google Meet, or Microsoft Teams.
Does it handle clients across time zones, matey?
Aye. Clients see yer availability in their local time. Auto-detection prevents confusion.
Can I capture intake info before each parley?
Aye. Add custom intake fields to any bookin' type. Clients submit info when they book.
Also popular with, aye:
Ready to Simplify Yer Schedulin'?
Free forever tier. No credit card required. Rigged in 60 seconds.
Board Free, Matey