Practice management software for financial advisors

Manage your schedule

Let your clients choose an appointment time that's convenient for them. Create a flexible schedule with buffer time between appointments, offer smart rescheduling and cancellations, and automatically notify your clients about upcoming appointment dates and times.

• Manage your working hours, add services and their duration, and set prices
• Allow clients to book your services on-site by adding your availability at a specific location
• Define the buffer time between sessions
• Set rescheduling and cancellation rules
• Sync with Google Calendar

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Create, categorize, and manage services and their prices

Ensure that clients find what they’re searching for and can clearly see the price and the service provider. With the Services functionality within ExpertBox, you can create services, categorize them, and set custom prices, enabling clients to make a booking decision.

• Create services with detailed descriptions and set the unique price for each of them
• Categorize your services to make them easier to find
• Assign services to specific providers and add provider bios
• Provide the price and duration of services

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Set up everything for easy booking

Facilitate every step of your client’s journey, starting with a smooth booking experience. Integrate a customizable booking widget into your website that allows clients to pick a time slot and service, and enable self-booking and rebooking of consultations.

• Allow clients to access your services and book a session in one click
• Get notified when bookings are made
• Choose whether clients should pay before or after the session
• Keep a searchable and filterable list of bookings at hand
• Create and customize a widget for your website

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Provide a better billing experience

Connect various payment methods including Stripe and PayPal, and automatically issue invoices and receipts for every payment using a template. Send requests for payment to ensure your clients don’t forget to pay you.

• Let your clients pay using Stripe, PayPal, or another preferred payment method (cash, bank transfer, etc.)
• View each client’s payment history
• Send payment requests to remind your clients when payment is due
• Generate receipts and invoices automatically
• Issue refunds with automated credit notes

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Securely share and manage service agreements and consent forms online

Within ExpertBox, you can develop your Terms of Use and Privacy Policy to send to your clients. Assign service agreements to your services and obtain the client’s consent to all relevant remuneration arrangements before an appointment.

• Create service agreements to comply with all industry and region-specific requirements
• Share documents with your clients or collect their consent for data use
• Let your clients e-sign agreements and consent forms within ExpertBox
• Learn when an agreement or consent form has been signed through notifications
• View the history of agreements, policies, and consent forms in the client profile

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Build and send intake forms

Build intake forms to collect all necessary information prior to a consultation. Attach intake forms to your services, so they’ll be sent when a service is booked, or within a certain interval.

• Create custom intake forms to get the information you need to prepare for a coaching session
• Attach intake forms to a specific service, and schedule them to be sent automatically when the service is booked
• Choose when to collect intake — only once or before every appointment

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Hold online video consultations

Secure HD video conferencing functionality lets you communicate with your clients from anywhere in the world. Use ExpertBox for one-on-one and group consultations. Share your screen, chat, and files within one tool.

• Use the high-quality video platform for one-on-one and group calls
• Increase productivity with screen sharing and chat options
• Access session recordings in the cloud
• Safely chat with clients during your sessions
• Video recordings are automatically stitched in the event of interruptions

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Streamline your client communication with notifications and reminders

With ExpertBox, you, your team, and your clients won’t miss anything important thanks to upcoming appointment reminders, payment reminders, and rescheduling confirmations. Keep abreast of everything that happens with ExpertBox notifications:

• Get notified of scheduling, booking, and team activity events
• Inform your clients of required actions, sending payment requests and notifications of upcoming sessions
• Specify how you want to be notified: through email or in the notification panel
• Adjust notification preferences to receive only the most important notifications

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Support your clients and keep in touch with colleagues using a secure messenger

Chat functionality will help you stay in touch with your clients so you can resolve their issues or answer their questions right away as well as communicate with your teammates within one secure messaging platform. With ExpertBox, you can:

• Support your clients through any difficulties and answer their questions
• Create chats and invite or remove participants
• Securely share files
• View the chat history

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Share files to stay on the same page

Upload files and share them securely with your clients and team members to provide them with handouts, presentations, and checklists for better efficiency.

• Create or upload shareable materials
• Securely share materials with your team and clients
• Exchange files via the in-built messenger or the client portal

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Empower your workflow with a CRM system

Take your interactions with clients up a notch with the ExpertBox CRM. It will help you stay updated on your clients’ recent activities and have all the necessary information at hand to effectively communicate with them. You can also organize your work with tasks connected to client profiles.

• Import data from a third-party CRM database in CSV format
• Keep your client database updated whenever clients book sessions, or enter data manually
• Use custom fields and add private notes to build client profiles that are truly helpful
• Create tasks with due dates to stay organized
• View the chat and actions history for every client

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Simplify your clients’ access to services through the client portal

Ensure that your clients are comfortable using your services, and that the scheduling, payment and chat functionality are easily accessible. Within the client portal, your clients will find:

• A personal client meeting page
• Files shared with them
• Intake forms and service agreements
• Chat and booking history
• Payment history
• Review forms to provide feedback

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Automate feedback collection

With ExpertBox, you can collect feedback by sending automated feedback forms after consulting sessions. Just set up the questions in the form and schedule when a client will receive it. This will help your clients share their feedback and rate your services.

• Automate feedback collection with review forms
• Schedule when to send the form
• Let your clients rate your services after an appointment

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Use team management tools to collaborate

Use team management functionality to collaborate. With ExpertBox, you can invite colleagues to join your team, assign roles and tasks, and provide access to client notes and data.

• Manage access to the team and to the client database using roles
• Assign team members to client profiles
• Securely share files with your colleagues within one platform
• Invite team members to join specific tasks
• Review your team’s activity in video recordings

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