Scheduling for Financial Coaches
Sell coaching packages, schedule budget reviews, and run discovery calls without phone tag. Built for financial and money coaches.
Money coaching is package-based
A debt-payoff plan or wealth roadmap takes 6-12 sessions. Per-session billing slows clients down.
Budget reviews need prep
You review their numbers before each session. A custom intake form collects what you need ahead of time.
Money shame causes no-shows
Clients sometimes skip when finances feel out of control. Reminders and a non-judgmental tone help.
Built for How You Work
Credit Bundles
Sell coaching packages
Sell 6 or 12-session packages. Clients pay once and the platform tracks remaining sessions.
Payment Collection
Get paid at enrollment
Collect package fees when clients enroll. Stripe, Square, and PayPal supported.
No-Show Protection
Reminders without judgment
Automatic reminders before each session. Clients show up even when finances feel hard.
Ada AI
Clients email to schedule
Clients email Ada to book budget reviews. No app to download, no calendar tool to learn.
How It Works
Set Up in 60 Seconds
Connect your calendar and set your availability. No tutorials needed.
Clients Book & Pay
Clients pick a time, pay upfront, and get automatic reminders.
You Show Up
We handle the rest — reminders, payments, calendar sync.
Frequently Asked Questions
Can I sell a financial coaching package?
Yes. Credit bundles let you sell 6 or 12-session packages. Clients pay once and redeem a credit per session.
Can I collect financial info before each session?
Yes. Add custom intake fields to any booking type. Clients submit their numbers when they book.
Is client financial data secure?
Yes. Booking data is encrypted in transit and at rest. Sensitive financial details stay in your secure session notes, not the booking record.
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