Finance · Vonza Scheduling template

Financial Planning Session Booking Page Template

An adviser’s planning meeting as a finished booking page: 60 minutes, one-on-one, on Vonza Stream, Monday to Friday, with two questions, the client’s main goal and their time horizon, so the first hour starts with a plan rather than small talk.

See what it sets up

Part of the new Vonza Scheduling. Included in every Vonza plan, 14-day free trial.

What a financial planning session is and who books it

A financial planning session is a scheduled hour in which an adviser and a client work through savings, investing and retirement. It is often the first paid meeting after an introductory call, and it is almost always by video with documents shared on screen. The booking page has to collect the two facts that shape the conversation and make payment, if any, part of booking.

This template sets a 60-minute one-on-one on Vonza Stream, which creates a room for each booking, with working-week hours. Its two questions are “Main goal” and “Time horizon”, both short answers. The length is unpriced until you decide between a paid session, a deposit or an unpriced first meeting that leads to a fee-based plan.

Who books it

Independent financial advisers and planners who meet clients by video.
Accountants and bookkeepers who sell a planning hour beside their core work.
Money coaches who sell sessions and a course together.
Advisory firms with several planners who want a shared booking page.

What the template sets up

Exactly what the catalogue creates when you pick this template, as the app sets it. Every item stays editable.

Meeting type: One-on-one. One person books a time with one host.
Lengths: 60 minutes. Each length can carry its own price, and a meeting can offer up to 12 lengths from 5 minutes to 24 hours.
Where: Vonza Stream: a video room is created for every booking and the joining link goes out with the confirmation. Add up to 11 places and let bookers choose.
Hours: Monday to Friday, 9:00 to 17:00, in your platform's time zone. Bookers see the times in their own zone unless you lock the page to yours, which suits in-person meetings.
Questions: name, email as fixed fields, then 2 optional questions: “Main goal” (short answer), “Time horizon” (short answer). Add up to 30 questions of 13 types, make any required, or let Vonza AI suggest some.
Rules: 4 hours' minimum notice, no buffers before or after, no daily cap, and bookers may cancel or reschedule from their email. Change any of them in the Rules panel.
Look: The template’s own accent colour and cover photo, with your logo once you add one. Pick one of 16 colour pairs or your brand colour in Design.
Description: The page opens with “Plan savings, investing and retirement.” Rewrite it in your own words.

What to change first

A template is a starting point. These are the four settings most sellers change before they publish this page.

Price the session
Set a One-time price on the 60-minute length so the session is paid when booked; or an Installment price that splits a plan into parts, which depends on your plan. Add up to five add-ons at checkout, such as a written plan, and a coupon box if you run offers.
Video, phone or the office
Vonza Stream needs no set-up. Add Microsoft Teams or Zoom once the app is connected on Integrations, Phone call for clients who prefer it, or In person with the office address; up to 11 places on one meeting.
Reminders and the follow-up
Keep the default confirmation and reminder. Add a reminder at a set time the day before and a follow-up after the end with the plan or the next booking link; write them yourself or with Vonza AI, which uses AI credits.
Notice and buffers
Raise the 4-hour notice to two days so you can read the goal and horizon first, and add a 30-minute buffer after each session for notes. A booking window of the next 30 days keeps the diary realistic.

How to publish and share it

From the template to a live booking page people can open, in four steps.

STEP 01
Pick the template
Templates are part of the new Vonza Scheduling: open it from the Scheduling row marked New in your Vonza admin, start a new meeting and choose Template, then “Financial planning session”. The meeting opens in the editor with everything above in place, and nothing is public until you publish it.
STEP 02
Preview, fix, publish
Preview the page as Desktop or Phone, work through the “Fix these first” checklist, then Publish. The page lives at /book/planning-session on your Vonza site; the link ending is yours to change, with a warning that old links break.
STEP 03
Share the page
The Share dialog gives you the booking link and a QR code, Embed as an Inline frame, a Popup widget or Popup text on any website, One-time links that book once and then stop working, and a button for your Link in bio page. Mark the meeting Featured to show it first on your /book directory, or Secret to keep it off the directory.
STEP 04
Turn on New booking pages
Bookers see the new booking page once the platform owner turns on “New booking pages” in Booking settings › General. Until then a /book link to an existing meeting opens the classic booking page. Switching on later keeps every booking and manage link.

See Vonza appointment scheduling for the whole product, and all booking page templates for the rest of the catalogue. Related: paid appointments and instalments and team scheduling.

Automations that fit this page

Scheduling › Automations runs steps when something happens to a booking: 16 triggers, steps such as emails, texts, tags, lists, webhooks and course enrolment, up to 20 steps each. These three fit this meeting.

Gather the documents
Trigger “Booking paid”, then “Email the invitee” with the list of documents to prepare and “Tag the contact” with planning-client.
Deliver the plan
Trigger “After the meeting ends”, wait two days, then “Email the invitee” with the plan and “Send a booking link” for the review session.
Annual review
Trigger “Marked as completed”, wait until eleven months later, then “Send a booking link” for the yearly review.

More booking page templates

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Frequently asked questions

About the financial planning session booking page template

Yes. Keep the 60-minute length unpriced for a first meeting and create a second meeting, or a second length, with a One-time price for the planning session; each length has its own price.

The Installment price kind splits the price into parts over time, and Flexible lets a client pay some now and the rest at their own pace. Both depend on your plan; see pricing. One-time and Subscription do not.

Yes. Connect Outlook / Microsoft 365 on Integrations with “Add bookings” on; turn on “Check for conflicts” too and your busy times are never offered. Bookings can also be added to Google Calendar.

Yes. A Round robin meeting sends each booking to the next available adviser; the “Free financial review” team template does exactly that. A team page lists every adviser and their meetings in one link.

Yes. The confirmation and reminders carry reschedule and cancel links that work within the deadline you set in Rules. Reminders for the old time stop and the calendar invite updates instead of duplicating.

Templates belong to the new Vonza Scheduling. Clients see the new booking page once the platform owner turns on “New booking pages” in Booking settings › General.