Your Day Schedule
Start free trial →
For business & financial services · consults booked 24/7

Booking software for
advisors & accountants.

From discovery calls to quarterly reviews, Your Day Schedule lets clients book, send what you need ahead of time and prepay themselves — so your hours go to the work that bills, not the back-and-forth.

No card · Prepayment & packages built in
Built for every kind of practice

If you bill for your time, this is for you.

Your week, booking itself.
0 booked this week
MON13
TUE14
WED15
THU16
FRI17
91011121234
Discovery call
M. Reyes
Portfolio review
K. Adler
Tax prep
D. Okafor
Strategy
L. Chen
Discovery call
P. Singh
Retainer review
R. Diaz
Tax prep
A. Novak
Discovery call
S. Bauer
Portfolio review
J. Wu
Strategy
T. Mraz
Discovery calls · Tax prep · Portfolio reviews · Strategy sessions · Retainers — one calendar for every engagement you run.
Works with the tools your firm already runs on
Google CalendarStripeQuickBooksZoomOutlook
02 — From first call to next review

From “let’s talk”
to “let’s meet again.”

Scheduling software for financial advisors, accountants and consultants. Connect client booking, intake documents and follow-up appointments—from the first consultation to the next review.

01 / Get booked

Client scheduling, simplified.

Let clients book consultations online, with availability and meeting types set by your practice.

02 / Come prepared

Context before the call.

Collect goals and documents ahead of time, so you can focus on the client’s questions.

03 / Stay connected

Make the next step easy.

Give clients a portal to book their next review and keep the relationship moving forward.

See the client journey in action ↗
03 — Inside your practice

Behind every great consultation,
a calmer workspace.

Scheduling tools for financial advisors, accountants and consultants; bring booking, client intake, payments and follow-up appointments into one connected practice.

04 — Built around your clients

A practice they
can return to.

We develop specialized appointment scheduling software designed for financial advisors, accountants, and advisory firms. The platform optimizes the end-user scheduling process while ensuring efficient administrative workflow management.

A considered first impression.

Give clients a branded booking experience that feels like part of your financial advisory, accounting or consulting practice.

More space for client work.

Bring scheduling, intake and payment collection together to reduce the coordination around each consultation.

An easier way to return.

Help clients book follow-up appointments through your portal and keep the next conversation within reach.

Book a 1:1 walkthrough ↗
05 — Built for your practice

However you advise,
make every meeting count.

Appointment scheduling software for financial advisors, accountants and professional service firms. Built around the consultations your clients count on.

01 / Finance

Financial advisors & planners

Make discovery calls, portfolio reviews and client check-ins easier to schedule, with intake collected before each conversation.

02 / Accounting

Accountants & tax advisors

Collect supporting documents ahead of tax consultations and offer prepayment for busy-season appointments.

03 / Advisory

Consultants, coaches & legal professionals

Offer discovery calls, strategy sessions and prepaid consultation packages through a branded booking experience.

06 — pricing

Simple pricing, per seat.

One plan, everything included. Collect payment at booking and sell prepaid packages — all with Stripe or Square.

14-DAY FREE TRIAL
$15/ month
Per seat, billed monthly. Start with a 14-day free trial.
Start your 14-day trial →
✓Unlimited booking pages
✓Service & meeting-type scheduling
✓Custom intake & document upload
✓Prepayment at booking
✓Prepaid packages (Stripe · Square)
✓Google & Outlook sync
✓Zoom & Meet auto-links
✓Automated reminders
✓Client portal & rebooking
✓AI recall nudges
✓Custom branding
✓CSV client import
07 — questions

Scheduling
FAQ.

Still curious? Email support@yourdayschedule.com — a real person answers.

Can clients book different meeting types and advisors?+

Yes. Set up services, meeting types and team members — each with their own availability, durations, pricing and buffers — and clients book the exact combination. Connected calendar availability helps prevent scheduling conflicts.

Can I collect intake forms and documents before a call?+

Yes. Build custom intake forms with file uploads and attach them to any service. Goals, scope and supporting files are collected at booking, so you walk into every call already briefed.

Can scheduling software help reduce no-shows?+

You can require prepayment at booking and send automated appointment reminders to help clients prepare and remember their consultation. Attendance cannot be guaranteed.

Can I take payments?+

Yes. Collect payment at booking with Stripe or Square, and sell prepaid session packages clients redeem over time.

Does it add video links automatically?+

Yes. Connect Zoom or Google Meet and a unique meeting link is generated and added to every booking and confirmation — no manual setup per call.

08 — open the calendar

Open the
books.

Start your fourteen-day trial. Set up your booking page, consultation types and client intake so your next appointment starts with context.

No card · cancel any time · your data, your export
For business & financial

Booking software for
advisors & accountants.

Clients book, send what you need ahead and prepay themselves — so your hours go to the work that bills, not the back-and-forth.

Start your 14-day trial →Book a 1:1 walkthrough ▶
No card · prepayment & packages built in
Built for every kind of practice

If you bill for your time, this is for you.

Tue 14 — filling itself.
0 booked this week
9:00Discovery callM. Reyes
10:30Tax prepD. Okafor
12:00Portfolio reviewK. Adler
2:00Retainer reviewR. Diaz
3:30Strategy sessionL. Chen
Discovery calls · Tax prep · Reviews · Strategy — one calendar for every engagement.
Works with
Google Calendar
Stripe
QuickBooks
Zoom
02 — From first call to next review

From “let’s talk”
to “let’s meet again.”

Scheduling software for financial advisors, accountants and consultants. Connect client booking, intake documents and follow-up appointments—from the first consultation to the next review.

01 / Get booked

Client scheduling, simplified.

Let clients book consultations online, with availability and meeting types set by your practice.

02 / Come prepared

Context before the call.

Collect goals and documents ahead of time, so you can focus on the client’s questions.

03 / Stay connected

Make the next step easy.

Give clients a portal to book their next review and keep the relationship moving forward.

See the client journey in action ↗
03 — Inside your practice

Behind every great consultation,
a calmer workspace.

Scheduling tools for financial advisors, accountants and consultants; bring booking, client intake, payments and follow-up appointments into one connected practice.

04 — Built around your clients

A practice they
can return to.

We develop specialized appointment scheduling software designed for financial advisors, accountants, and advisory firms. The platform optimizes the end-user scheduling process while ensuring efficient administrative workflow management.

A considered first impression.

Give clients a branded booking experience that feels like part of your financial advisory, accounting or consulting practice.

More space for client work.

Bring scheduling, intake and payment collection together to reduce the coordination around each consultation.

An easier way to return.

Help clients book follow-up appointments through your portal and keep the next conversation within reach.

Book a 1:1 walkthrough ↗
05 — Built for your practice

However you advise,
make every meeting count.

Appointment scheduling software for financial advisors, accountants and professional service firms. Built around the consultations your clients count on.

01 / Finance

Financial advisors & planners

Make discovery calls, portfolio reviews and client check-ins easier to schedule, with intake collected before each conversation.

02 / Accounting

Accountants & tax advisors

Collect supporting documents ahead of tax consultations and offer prepayment for busy-season appointments.

03 / Advisory

Consultants, coaches & legal professionals

Offer discovery calls, strategy sessions and prepaid consultation packages through a branded booking experience.

06 — pricing

Simple pricing, per seat.

Prepayment, packages and payments included — Stripe or Square.

14-DAY FREE TRIAL
$15/ month
Per seat, billed monthly. 14-day free trial.
Start your 14-day trial →
✓Unlimited booking pages
✓Service & meeting-type scheduling
✓Custom intake & document upload
✓Prepayment at booking
✓Prepaid packages (Stripe · Square)
✓Google & Outlook sync
✓Zoom & Meet auto-links
✓Automated reminders
✓Client portal & rebooking
✓AI recall nudges
07 — questions

Scheduling FAQ.

Can clients book different meeting types and advisors?+

Yes. Set services, meeting types and team members with their own availability and buffers; clients choose an available appointment.

Can I collect intake forms and documents up front?+

Yes. Build custom intake forms with file uploads and attach them to any service, so you walk into every call already briefed.

Can scheduling software help reduce no-shows?+

You can require prepayment at booking and send automated appointment reminders to help clients prepare and remember their consultation. Attendance cannot be guaranteed.

Can I take payments?+

Yes — payment at booking and prepaid session packages via Stripe or Square.

Does it add video links automatically?+

Yes. Connect Zoom or Google Meet and a unique link is added to every booking and confirmation — no manual setup.

08 — open the calendar

Open the
books.

Start your fourteen-day trial. Set up your booking page, consultation types and client intake so your next appointment starts with context.

No card · cancel any time