Melbourne, Australia
Booking software for Melbourne financial advisors
Annual reviews only happen if someone books them. Book next year's review while the client is still in the room, and Bookaiq reminds them before it with a link to move it.
Made for how Melbourne financial advisors actually work
Whether you are in Fitzroy, South Yarra, Carlton or Richmond, the problem is the same: a full diary that leaks revenue through no-shows and phone tag. Bookaiq runs on Australia/Melbourne, so every reminder lands at the right local hour.
- Annual review meetings drift to fifteen months and clients notice
- Fact-find information arrives during the meeting instead of before it
- Prospect calls and existing client reviews compete for the same slots
- Every meeting needs a record and the record depends on you remembering
How Bookaiq handles it
Annual reviews booked a year forward
Schedule the next review at the close of the current one. Bookaiq holds the slot for twelve months and emails the client a reminder before it, with a link to move it.
Fact-find completed before the meeting
Attach the questionnaire to the appointment type so it is completed in advance. The meeting starts with advice rather than data collection.
Separate appointment types for prospects and clients
Give reviews and new-business calls their own appointment types with their own staff, so prospect enquiries don't land in the hours you owe your book.
A complete appointment record
Every booking is timestamped and exportable to CSV, and every change is recorded in the audit log, so your meeting history is a record rather than a memory.
Your appointment types, ready to edit
- Initial discovery meeting
- Annual review
- Portfolio review
- Retirement planning session
- Protection review
- Estate planning meeting
- Onboarding appointment
- Quarterly check-in
Works with what you already use
Google Calendar · Zoom · Zapier · Stripe
Melbourne questions
- Do reminders send in the correct time zone for Melbourne?
- Yes. Your business time zone is set to Australia/Melbourne, so a reminder scheduled for 24 hours before an appointment arrives at the right local hour for Melbourne clients rather than being offset from wherever the server sits.
- Can clients across Melbourne find my booking page?
- Your Bookaiq booking page has its own address you can share anywhere — your Google Business Profile, your social bio, an email signature, or a QR code at reception. Businesses around Fitzroy and South Yarra typically see most bookings arrive through their Google Business Profile link.
- Does Bookaiq work for a small advisory practice with one or two staff?
- Yes. Bookaiq scales from a single-person practice to a multi-location business, and setup is the same either way. Many Melbourne financial advisors start solo and add staff calendars as they grow.
- Can I run more than one VIC location from one account?
- Multiple locations sit under one account, each with its own staff, hours and services, while you keep a single view across all of them.
- Is Bookaiq used outside Australia?
- Bookaiq works anywhere. Time zones, currency and reminder timing follow the location you set, so a practice in Melbourne and one abroad can run under the same account without either being wrong.
Join the Melbourne financial advisors using Bookaiq
Free to start. Live booking page in about fifteen minutes.
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