All channels
One adviser calendar
Every enquiry in one place
Referral, website, phone or WhatsApp: every consultation lands in the same calendar, for you and every adviser in the office.
Online booking for financial advisersBooked tonight.
Thursday at six,
in the meeting.
One link on your website and Google profile: clients book a first consultation after work, no call.
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Images & videos on this site: AI-generated.
ForFinancial & insurance advisers
Four jobs.
One office.
Book
Get paid
Remind
Phone
All channels
Today · 3 bookings
BookingRemind⋯
09:00Claudia NeumannOnline
11:00Markus WeberPhone
18:00Lisa SchulzWhatsApp
Services
- First consultation
- Financial analysis
- Pension check
Your booking link
terminio.ai/finanzberatung-aurich
Copy link
WebsiteEmail signatureGoogle profile
First consultation · 45 min
Book nowConfirmed
Appointment booked
First consultation, analysis, pension: set up once
Duration, price, location and who does it. A first consultation gets 45 minutes, a financial analysis 90. The price is optional: enter 0 and none is shown. terminio works the free slots out from that.
One link, bookable everywhere
Website, email signature, Google profile or business card. Clients book after work in the evening, in person or by video, without an account.
Booked and prepared
Booked in 30 seconds, paid online right away if the customer wants, secure through Stripe.
Simple
fast & secure
Simple, fast & secure
Your booking page. And what it sets off in the office.
Topic, adviser, in person or by video. In 30 seconds.
Clients open your link, pick a first consultation, a financial analysis or a mortgage consultation, pick the adviser, pick in person or by video and the time. Name, mobile number, done. No account, no app, no call back.
Paid up front. Right when they book.
If a service has a price, customers can pay it right at booking, by card, Apple Pay or Google Pay, securely through Stripe. Anyone who would rather pay on site books without payment.
Whoever prefers to call lands in the same calendar.
Not every client clicks. The AI phone assistant answers while you're in a consultation, asks what it's about, in person or by video, and books into the same calendar as the booking page. It doesn't advise; that stays with you.
Booked, confirmed, prepared.
Every online booking sends the WhatsApp confirmation straight away, with service, date, time and a note on which documents to bring. Before the meeting comes the reminder with the video link, from your number, in your words. You type nothing.
Only real free slots. For every adviser.
Several advisers, their own hours, their own specialisms: terminio works out from them what the booking page offers. A financial analysis only appears where 90 minutes are free. Clients book the adviser they know, and the annual review gets its recall.
The booking is there at once.
Every booking appears in the web app at once, for the whole team, the same picture everywhere. Apps for iPhone and Android and a smartwatch app are coming soon. The database is in the EU (Frankfurt).
Common questionsWhat advisers
What advisers
ask about online booking.
Everywhere clients already find you: website, email signature, Google profile, business card. One link with your office's name, which terminio gives you. Clients tap it, see services, prices and free slots and book in the evening after work, without having to ring.
Also fittingMore for
More for
your office.
Phone, reminders and the trades next door: same principle, different channel.
Financial & insurance advisersBook, remind, answer, keep track of annual reviews. While you're in a consultation. In the browser, apps coming soon.AI phone assistant for financial advisersAnswers while you're in a client meeting, asks what it's about, in person or by video, and books the slot.WhatsApp reminders for financial advisersConfirmation on every booking, a reminder before the meeting with documents and video link, from your number.Online booking for law & tax firmsClients pick a consultation or meeting, an adviser and a time, no account, no explaining the matter first.Online booking for estate agentsOne link in the brochure and the portal listing: prospects book the viewing in the evening, no call.Online booking for coaches & counsellorsOne link on your website and Google profile: clients book a first session or a follow-up, quietly, no call.
Your office.
Booked at night.
Start free, your page is up in three minutes.
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