Show what can be booked
Set out the financial adviser service and the information someone needs before booking.
For financial advisers
Online booking for financial advisers
Let people request financial adviser work while you are busy, with the contact and location details ready to review.
Start 30-day free trial See how it works
Booking that works while you work
Bookings without interrupting the work.
Financial advice meetings need the client's question and relevant documents identified, with a private setting and enough time for discussion.
A booking request is a starting point, not a promise that every request for financial adviser work can be confirmed without discussion. If the work needs a first conversation, assessment or quote, make that step clear instead of implying a time slot settles the scope of the work.
The working situation
A clearer way to start a booking.
Make the service and next available time clear while you focus on the work in front of you.
Set a private financial advice meeting and invite the client to share relevant papers only through the adviser’s secure process.
If you need more information, follow up before committing to the full work. For a simpler service, the request still gives you a clear contact and proposed time to work from.
Explore the full workflowHow it works
From service page to booking request
A practical way to manage the business side of financial adviser work.
Collect useful details
Bring the requested time, location and contact into the booking workflow.
Keep the day connected
Set a private financial advice meeting and invite the client to share relevant papers only through the adviser’s secure process.
What changes
Let a booking begin while you are busy.
Give people a clear way to request financial adviser work without interrupting the work already in front of you.
Start 30-day free trialClear service information
Useful contact and location details
Availability that fits the diary
The next booking in view
Explore the details
Find the part you need
Frequently asked questions
A few things worth knowing
Is this useful for financial adviser work away from a fixed desk?
Offlico keeps ordinary booking, location, contact and payment details available around a mobile working day.
Does every request for financial adviser work fit a standard time slot?
Not necessarily. If the work needs a quote, conversation or site details, use the first request to agree that next step before promising the full scope of work.
Can I try Offlico before committing?
Start with a free trial and see how the everyday workflow fits your own way of working.
Offlico for financial adviser work
Make the next working day easier to run.
Bring your diary, contacts, reminders, payments and ordinary admin into one place.