If you work as a Financial Advisor, your calendar is your income. Calper turns it into a self-serve booking page: clients see your real availability, choose a consultation, answer a couple of questions, and pay ₹1,000–₹6,000 before the slot is confirmed.
No more back-and-forth on WhatsApp, no more unpaid no-shows, and no more manually sending calendar invites. Everything from the first click to the confirmation email is handled for you, so you can spend your time on the work instead of the scheduling.
Everything financial advisors need to get booked and paid
Purpose-built for people who charge for their time.
Take payment before the appointment
Collect the full fee or a deposit when a client books. Charging ₹1,000–₹6,000 up front through Razorpay all but eliminates no-shows and protects your consultation time.
A booking page built for financial advisors
List each consultation you offer with its own price and duration. Clients see exactly what they're booking — discovery call, planning session, portfolio review — and pick a time that actually works.
Ask the right questions up front
Add intake questions like "What are your financial goals?" so you walk into every consultation prepared, with answers saved against the booking.
Availability that respects your day
Set working hours, buffers between consultations, and minimum notice. Calper only ever offers slots you can actually take, and confirmed bookings land on your calendar automatically.
Automatic reminders and follow-ups
Confirmations and reminders go out on their own, and AI can handle follow-ups after each consultation — so fewer clients forget and more of them rebook.
Share it anywhere
Drop your link in your Instagram bio, send it over WhatsApp, or embed the booking form on your website with a single line of code.
How it works
Live in minutes, not weeks.
- 1
Create your booking page
Sign up free and add the consultations you offer, each with a price and length.
- 2
Set your availability
Choose your working hours and buffers. Calper generates bookable slots from them.
- 3
Connect Razorpay
Link your Razorpay account so payments land directly with you — Calper never holds your money.
- 4
Share your link
Send clients your booking link. They pick a slot, pay, and you both get a confirmation.
Services financial advisors can list
- Discovery call
- Planning session
- Portfolio review
- Annual review
Intake questions you can ask
- What are your financial goals?
- Are you an existing client?
- What would you like to review?
Frequently asked questions
How do financial advisors collect payment with Calper?+
You connect your own Razorpay account, then set a price on each consultation. When a client books, they pay ₹1,000–₹6,000 online before the slot is confirmed, and the money goes straight to your account.
Can I take a deposit instead of the full fee?+
Yes. You can charge the full amount or a smaller deposit at booking time and collect the balance in person — useful when a consultation price varies.
Does Calper stop no-shows?+
Taking payment up front is the single most effective way to cut no-shows, and automated reminders reduce them further. Clients who've paid for a consultation show up.
Can I offer free consultations too?+
Absolutely. Set a consultation to ₹0 and it becomes a free booking — handy for discovery calls or first-time enquiries — while your paid services still require payment.
Will bookings show up on my calendar?+
Confirmed bookings are added to your calendar automatically, and clients receive a calendar invite with the details. Your availability updates so you're never double-booked.
Do I need a website?+
No. Your Calper booking page works as a standalone link you can share anywhere. If you do have a site, you can embed the booking form on it with one line of code.