Turn interest into booked calls

Share one link. Visitors see your next open times, book in about a minute, and land in your leads, ready to follow up.

Book a free 30-minute call with Jordan

Next open times

Thu, Oct 30 · 10:00 AM · Thu, Oct 30 · 1:00 PM · Thu, Oct 30 · 3:00 PM · Fri, Oct 31 · 9:00 AM · Fri, Oct 31 · 11:00 AM · Fri, Oct 31 · 2:00 PM

What happens next: Pick a time · Tell Jordan what you need · Join the video call

Other ways Jordan can help: Financial planning · Annual review

Your page leads with the call you want booked

Choose the service that leads your page. It gets the big Book button and your next open times. Your other services sit below it, each with its length, format and price.

One headline and intro in your words. Three “What happens next” steps. Your brand colour on buttons and highlights.

Open times visitors can tap

Visitors see your next open times in their own time zone and book with one tap. On phones, the Book button stays in reach as they scroll.

You decide when people can book

Set your hours, days off, buffers between calls, and how far ahead people can book. Choose a minimum notice, from 1 hour to 1 week, so nothing is booked before you are ready. Set it once for every service, or per service.

Ask before they book

Add short intake questions to any service, so the call is spent on what matters. Add your disclosures and links where you need a client’s consent before booking.

Every booking becomes a lead

A new booking creates a lead, or moves an existing one to “call scheduled”. You follow up from one list instead of your inbox.

Paid sessions and easy changes

Charge for a service at the time of booking once your payouts are connected. Send a confirmation email with a calendar invite. Clients can reschedule from that email and see open times grouped by day. Add your booking page to your own website with a short embed code.

Client management

Frequently asked questions

Does every plan include the booking page?

Yes: Launch, Practice and Team.

Can I offer free and paid calls?

Yes. Paid services show once your payouts are connected.

Can clients reschedule?

Yes, from their confirmation email, within the times you offer.

Can I put it on my website?

Yes. Share the link or paste the embed code.

Your practice, in one place

Start your free trial and send your first booking link today.

Start free trial

The client portal and CRM for financial professionals.

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Disclaimer: The content on this site is for informational purposes only and does not constitute legal or financial advice. Copiafy is not a law firm, credit counseling agency, or licensed financial advisor. Information provided is general in nature and may not apply to your individual circumstances. For advice specific to your situation, consult a qualified attorney or financial professional. Results from credit disputes vary and cannot be guaranteed.

The client portal and CRM for financial professionals.

Sign up for Copiafy newsletter.

Get free articles and downloads.

Disclaimer: The content on this site is for informational purposes only and does not constitute legal or financial advice. Copiafy is not a law firm, credit counseling agency, or licensed financial advisor. Information provided is general in nature and may not apply to your individual circumstances. For advice specific to your situation, consult a qualified attorney or financial professional. Results from credit disputes vary and cannot be guaranteed.

The client portal and CRM for financial professionals.

Sign up for Copiafy newsletter.

Get free articles and downloads.

Disclaimer: The content on this site is for informational purposes only and does not constitute legal or financial advice. Copiafy is not a law firm, credit counseling agency, or licensed financial advisor. Information provided is general in nature and may not apply to your individual circumstances. For advice specific to your situation, consult a qualified attorney or financial professional. Results from credit disputes vary and cannot be guaranteed.