Who it’s for

AI meeting scheduler for financial advisors

Review season without the thread refereeing. Scheduling emails come back drafted with your real review windows — and every send waits for your approval.

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What it does in practice

A client replies "yes, let's book the annual review." You CC scheduler@buildoutschedule.com and approve a drafted reply carrying your real review windows.
A client replies "next week works better" to their confirmation and picks from three open slots. The review moves, the prep does not go stale.
A couple types "evenings after 5" on your booking page and books the one slot that clears both calendars.

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.

You approve everything

Drafted replies wait in an approval inbox — approve, edit, or reject — and approved sends go out from your own email address. The times the AI offers come from the same availability rules as your public booking page: calendar conflicts, buffers, and minimum notice all hold. If it cannot find a real slot, it hands the thread back to you instead of guessing.

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

Is every AI email reviewed before it reaches a client?

Yes. Drafts wait in your approval inbox — approve, edit, or reject — and send from your own email address. Rebooking replies only carry times that are truly open.

Can it handle the review-season volume?

That is the use case: clients book themselves into the windows you open, moves happen by reply, and your part is approving drafts instead of refereeing threads.

What availability does it offer clients?

Only what your rules produce — connected calendars, working hours, buffers, date overrides. If no real slot exists, it hands the thread back to you.