Your Day Schedule
For business & financial services · consults booked 24/7

Booked solid.
Without the email tag.

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.

Start your 14-day trial →Book a 1:1 walkthrough ▶
No card · 5-minute setup · 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 — first call to retainer

One lead.
Booked before you reply.

Professional services aren't one meeting — they're a client you advise again and again. From the midnight discovery booking to the standing quarterly review, every step runs itself, so your calendar stays full and your hours stay billable.

11:42 PM
Books a consult
Picks the service, advisor and time — while your inbox is dark.
Pre-call
Intake & documents
Goals, scope and files collected before the call begins.
The call
Brief ready
You join the Zoom link already knowing what they need.
After
Paid + rebooked
The session is already paid, and the next one is booked from the portal.
Between
Reminders & follow-up
Automated reminders for every meeting and deadline.
Ongoing
A retainer
A one-off consult becomes a standing quarterly review.
03 — what's inside, for you

Built around
a fully-billed week.

Not a generic calendar with “business” stamped on it. Each piece is shaped for the consults, intake, prepayment and packages that keep a professional practice booked and paid.

01module
24/7 consult booking
Clients self-schedule by service, advisor and meeting type, with buffers and scheduling rules. The phone tag ends.
02module
Intake & document collection
Custom intake forms and file uploads collected at booking, so you walk into every call already briefed.
03module
No-show protection
Prepayment at booking plus automated reminders. High-value slots stop falling through.
04module
Payments & packages
Collect payment at booking and sell prepaid session packages with Stripe or Square. Fast, secure, and you always get paid.
05module
Calendar & video sync
Two-way Google and Outlook sync across your team, with Zoom or Meet links added to every booking automatically.
06module
Client portal & retainers
A branded, login-free portal to rebook reviews and prepay — plus AI nudges for clients due for their next check-in.
04 — why subscribe

Why firms choose to run
on Your Day Schedule.

First impressions
A polished booking page is your first pitch.
Before you say a word, clients judge the experience. A clean, branded scheduler signals the security and polish a professional engagement demands.
Capacity
Run the front office without an assistant.
Self-booking, intake, reminders and payments handle the admin, so your hours go to advising and the calendar stays full all week.
Retention
Retainers, not one-offs.
Recurring reviews, automatic recall and a client portal turn a single consult into a standing relationship — the difference between a busy month and a booked-out year.
One subscription replaces the email tag, a separate intake tool, a payments page and your no-show problem — for $15 per seat.
Start your 14-day trial →
05 — built for

Wherever the advice happens.

FINANCE
Financial advisors & planners
Discovery calls, portfolio reviews and recurring check-ins, with intake collected ahead and Zoom links on every booking.
ACCOUNTING
Accountants & tax advisors
Tax-prep consults with documents gathered up front, prepaid peak-season slots, and payments built right in.
ADVISORY
Consultants, coaches & legal
Packaged engagements, retainers and 1:1 sessions, with a polished booking page that runs while you're in a meeting.
06 — pricing

Simple, 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

The honest
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. Your calendar never double-books a person.

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.

How does it actually stop no-shows?+

Require prepayment at booking, set your own cancellation window, and let automated reminders do the chasing. Last-minute drops on high-value slots fall off a cliff.

Can I take payments?+

Yes. Collect payment at booking with Stripe or Square, and sell prepaid session packages clients redeem over time — fast, secure, and you always get paid what you're worth.

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.

Free for fourteen days. Five minutes to set up. By the time your next client looks for an advisor at midnight, your booking link is live to catch them.

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

Booked solid.
Without the email tag.

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 — first call to retainer

One lead.
Booked before you reply.

From the midnight discovery booking to the standing quarterly review, every step runs itself — so your calendar stays full and your hours stay billable.

11:42 PM
Books a consult
Picks the service, advisor and time — while your inbox is dark.
Pre-call
Intake & documents
Goals, scope and files collected before the call begins.
The call
Brief ready
You join the Zoom link already knowing what they need.
After
Paid + rebooked
The session is already paid, and the next one is booked from the portal.
Between
Reminders & follow-up
Automated reminders for every meeting and deadline.
Ongoing
A retainer
A one-off consult becomes a standing quarterly review.
03 — what's inside, for you

Built around
a fully-billed week.

01module
24/7 consult booking
Clients self-schedule by service, advisor and meeting type, with buffers and rules.
02module
Intake & document collection
Custom forms and file uploads collected at booking, so you walk in briefed.
03module
No-show protection
Prepayment at booking, plus automated reminders.
04module
Payments & packages
Payments and prepaid packages via Stripe or Square. You always get paid.
05module
Calendar & video sync
Two-way Google & Outlook, with Zoom or Meet links added automatically.
06module
Client portal & retainers
Login-free portal to rebook reviews and prepay, plus AI recall nudges.
04 — why subscribe

Why firms choose
Your Day Schedule.

First impressions
A polished booking page is your first pitch.
Before you say a word, clients judge the experience. A clean, branded scheduler signals the security and polish a professional engagement demands.
Capacity
Run the front office without an assistant.
Self-booking, intake, reminders and payments handle the admin, so your hours go to advising and the calendar stays full.
Retention
Retainers, not one-offs.
Recurring reviews, automatic recall and a client portal turn a single consult into a standing relationship.
One subscription replaces the email tag, a separate intake tool, a payments page and your no-show problem — for $15 per seat.
Start your 14-day trial →
05 — built for

Wherever the advice happens.

FINANCE
Financial advisors & planners
Discovery calls, portfolio reviews and check-ins, with intake collected ahead and Zoom links on every booking.
ACCOUNTING
Accountants & tax advisors
Tax-prep consults with documents gathered up front, prepaid peak-season slots, and payments built in.
ADVISORY
Consultants, coaches & legal
Packaged engagements, retainers and 1:1 sessions, with a polished booking page that runs itself.
06 — pricing

Simple, 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

The honest FAQ.

Can clients book different meeting types and advisors?+

Yes. Set services, meeting types and team members with their own availability and buffers; clients book the exact combination and nothing double-books.

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.

How does it stop no-shows?+

Require prepayment at booking, set your cancellation window, and let automated reminders do the chasing.

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.

Free for fourteen days. By the time a client looks for an advisor at midnight, your booking link is live to catch them.

Begin →
No card · cancel any time