Financial Services Scheduling Software
Jotform’s financial services scheduling software helps you prevent double bookings, sync appointments with calendars, automate your workflows, and collect payments in one seamless form. Trusted by professionals in finance, accounting, insurance, and beyond.
Benefits
Two-Way Calendar Sync
Eliminate the risk of double bookings with real-time sync to Google Calendar or Microsoft Outlook. Jotform reads availability and blocks booked slots instantly once a form is submitted.
Payment Collection in Forms
Charge upfront fees or collect deposits directly through your appointment form. Jotform integrates with Stripe, PayPal, Square, and more to ensure secure, seamless transactions.
Connect Multiple Forms to One Calendar
Easily manage different service types—consultations, renewals, or onboarding—from one centralized calendar. Great for teams handling varied appointment categories.
Automated Workflows & Notifications
Trigger automated emails, internal alerts, or follow-up actions the moment an appointment is scheduled. Save time and stay organized with Jotform’s built-in automation tools.
CRM & Document Integration
Connect your scheduling form to platforms like Salesforce, HubSpot, or Google Drive. Automatically send client details and uploaded documents where your team needs them most.
Designed for Every Financial Professional
Whether you're managing one-on-one consultations, client onboarding sessions, recurring advisory meetings, or document signing appointments, Jotform gives financial service providers the flexibility to customize and automate the entire scheduling experience. From double-side calendar sync to integrated payment collection and form routing, Jotform streamlines your daily operations.
Financial Advisors
Enable clients to book consultations directly from your website or email campaigns. Automatically sync with your calendar to eliminate overlaps and reduce no-shows.
Tax Consultants and CPAs
Simplify tax season by allowing clients to self-schedule document drop-offs or virtual meetings. Attach file upload and e-signature fields to forms for a complete end-to-end workflow.
Insurance Agents
Let prospects book appointments to discuss coverage options at their convenience. Embed forms in landing pages or emails, and connect them to CRM tools for instant lead capture.
Loan Officers and Mortgage Brokers
Make the loan process smoother with appointment forms that include eligibility screening questions. Sync data to spreadsheets or financial tools to accelerate approvals.