For a financial advisory firm

Online booking for a financial advisory firm — first meetings and reviews without phone tag.

Your own booking page for a financial advisory firm. Clients pick a service and open time themselves, around the clock.

Financial advice runs on a first meeting, follow-up sessions and annual portfolio reviews — while scheduling by phone eats the advisor's time. With TochNow the client picks the type of meeting, sees open slots and books themselves, discreetly, and a reminder brings them back for the annual review on time.

THE PAINS

  • Scheduling meetings by phone.

  • Annual reviews tracked by hand.

  • Different consultations take different amounts of time.

WHAT IT DOES FOR YOU

Clients book themselves — you just show up.

Clients book themselves

One link, open around the clock — they pick a service and open time, no call.

Your own branded page

Your brand and your colours, no code and no developer.

Fewer no-shows

Automatic email and web-push reminders before every appointment.

Calendar with no double bookings

A booked slot disappears from availability instantly — no overlaps.

Reviews with a Google link

An automatic review invite after a visit, linking to your Google profile.

YOUR PAGE

Your page, not a listing.

Clients come to your link and see your brand — not a catalog where you sit next to competitors. The bookings and the clients stay yours.

HOW IT WORKS

Three steps to your own booking page

We set the profile up with you

Services, durations and team — we arrange them together in minutes.

You set the schedule

Working hours, days off and rules for each specialist.

You share the link

On your site, on Instagram or via a QR code. Clients book themselves.

PRICING

Start with 14 days of full PRO

Plans from €19/mo. Every new account starts with 14 days of full PRO — no card.

See pricing

Frequently asked questions

Can I book by meeting type with a different duration?

Yes — the first meeting, follow-up sessions and the annual review are separate services with their own durations.

Can the system remind clients about the annual review?

Yes — the client gets a reminder when the review is near and books a slot in one tap.

Is there a commission on bookings?

No. You pay a fixed monthly subscription — no commission on your bookings or revenue.

Ready for your clients to book themselves?

14 days of full PRO, no card. Personal setup from our team.

14 days of PRO free — no card.