Who it’s for

Meeting scheduler for financial advisors

Annual reviews, prospect intros, and the seasonal crunch — scheduled without the back-and-forth, with every AI-drafted email approved by you first.

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Where the time goes

Review season means sending the same "time for our annual review" email fifty times and refereeing fifty reply threads.
A couple’s two calendars turn one meeting into a week of negotiation.
A no-show on a prepped review wastes the prep twice — before and after.
Slow scheduling reads as slow service to a prospect comparing advisors.

The part that runs itself

CC your scheduler

A client replies "yes, let’s do the review." CC your scheduler and the reply comes back drafted with review windows that hold — pulled from your real calendar. You approve every send.

Booking in plain English

A client types "evenings after 5" on your booking page and sees exactly the evening openings. Couples find the slot that clears both calendars without a thread.

Rebooking that runs itself

A client replies "next week is better" and gets three open slots back — one tap and the review moves, prep intact.

A real scheduler underneath

Separate event types for intro calls, annual reviews, and planning sessions — each with its own intake, duration, and buffers, synced against your Google or Microsoft calendar.

Where it fits

Annual-review season run off one link: the email goes out, clients book themselves into your open windows.
Prospect intro calls with goal and timeline questions answered before the first hello.
Tax-season windows carved out with date overrides, so February stays workable.
Meeting moves handled by email reply instead of a voicemail chain.

How financial advisors use Buildout Schedule

1
Split the meeting types
Intro call, annual review, planning session — different durations, different intake, different buffers. Each books against your real calendar.
2
Run review season off one link
The annual-review email carries your booking link. Clients pick from windows you opened for reviews, and the season books itself into shape.
3
Keep every message in your control
Scheduling drafts wait in an approval inbox and send from your own email when you approve them. Nothing reaches a client unreviewed.

Pricing

Free — $0

Not a trial. Unlimited event types, unlimited bookings, Google Calendar sync, a Meet link on every booking, 3 Schedule Pages, and a Rep Card.

Pro — $8/user/mo

Billed annually. Unlimited Schedule Pages, the full Rep Card, payments at 0% platform fee, custom branding, and workflows.

Team — $12/user/mo

Billed annually. Your own domain, routing forms, team analytics, and the admin center.

The first 100 users at each tier keep it free forever. Full pricing

Common questions

How does Buildout Schedule handle annual-review season?

Open review windows on your calendar, send one email with your booking link, and clients book themselves in. Date overrides protect the weeks you need clear, and reminders cut the no-shows.

Does the AI send anything to clients on its own?

No. Every scheduler draft waits for your approval and sends from your own email address. Rebooking replies only offer times that are actually open on your calendar.

Can I collect information before a prospect call?

Intake questions attach to the booking — goals, timeline, what they want from an advisor. You read the answers before the call starts.

How do couples book one meeting that works for both?

The booking page shows your genuine open slots in their time zone, so the two of them pick together from times that already work on your end. One decision instead of a thread.

What does it cost?

The free plan is $0 with unlimited event types and bookings. Pro is $8 per user per month billed annually, Team is $12, and the first 100 users at each tier keep it free forever.

Also see

Put your booking on one link that runs itself.

Free forever plan. No credit card.