Client meetings, booked and compliant.
Branded booking pages, intake questions, secure data handling, and reminders — so advisors spend time advising, not scheduling.
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Meetings by type
0illustrative · this month
Illustrative — your real numbers appear in Insights.
phone tag to book
clients complete intake first
to revoke access anytime
Built for how you work
Clients self-book in seconds — advisors stay in flow.
Branded booking page, real availability, instant confirmation. No phone tag, no email back-and-forth.
Old way: Advisors spend significant time each week coordinating meeting times with clients over phone and email.Custom intake questions on every booking.
Clients answer your required fields before confirming. Every advisor walks into every meeting prepared.
Old way: Client intake is inconsistent — some advisors collect information before meetings, others walk in blind.Encrypted tokens, GDPR-ready, disconnect anytime.
OAuth tokens are encrypted at rest. Client data can be deleted on request. DPA and privacy docs available.
Old way: Third-party calendar tools accessing client meeting details raise compliance and data privacy concerns.How teams like yours use SynqSlot
Advisors, brokers and lenders book review meetings with clients who expect a confirmation they can trust and a time that is actually kept.
Client meetings that hold
Confirm-or-release asks the client to confirm a few hours before the review; if they do not, the slot is released and the advisor is told. Reschedule limits prevent the meeting that moves indefinitely. Reminders show both time zones and include the video or phone details.
Intake before the call
Booking questions collect what the client wants to cover and any documents to bring. Answers arrive in the confirmation and on the client's contact record, so the advisor prepares once.
Handling of calendar data
Calendar tokens are encrypted at rest and are used only to check free/busy and write the booking. Booking pages are rate-limited against scraping. The privacy policy lists every sub-processor, and calendars can be disconnected at any time.
Frequently asked
- Can clients book by phone rather than video?
- Yes. Each booking link can offer phone, in-person or video as the location, and the client chooses.
- Do you sign a DPA?
- Contact us on the Custom plan and we will discuss data processing terms.
Comparing tools? See how SynqSlot stacks up against Calendly, Cal.com and others.
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