RIAs and wealth firms use Booking Social to fill advisor calendars, cut no-shows, and auto-log every meeting to the client record — natively inside Salesforce. No third-party sync. No manual entry. No compliance gaps.
Free setup · No CC required · SOC 2 Ready
Booking Social is a Salesforce-native scheduling platform built for RIAs, wealth firms, and financial advisor teams. Clients receive a personalized booking link, choose their advisor, meeting type, and format — within the availability rules the firm sets. Every booking, reschedule, and cancellation is automatically logged to the client record in Salesforce, creating an audit-ready activity trail with zero manual data entry. Unlike Calendly or HubSpot Meetings, Booking Social runs entirely inside the Salesforce org the firm already uses — no sync, no middleware, no missing records.
Client meetings not making it into Salesforce
Advisors double-booked across multiple channels
Compliance team asking where the meeting records are
TRUSTED BY RIAs & WEALTH ADVISORY TEAMS
Booking Social was the only product that could meet all of our compliance needs. Every advisor meeting is in Salesforce automatically. Our ops team went from chasing records to never thinking about it.
Four steps. Zero calendar tennis. A Salesforce record that updates itself.
Send clients one link — from an email, your site, or a campaign.
They choose an advisor, meeting type, and in-person or virtual.
Booking Social honors your availability rules and sends reminders automatically.
The meeting lands on the right client record — no manual entry.
Booking Social automatically logs every booked, rescheduled, and completed client meeting to the Salesforce record — no manual entry required.
Clients book by advisor, meeting type, and in-person or virtual — within the availability rules you set. No one over-books an advisor. Ever.
Automated reminders and reschedule links recover slots that would otherwise be lost. RIA clients report 30–40% fewer no-shows in the first 90 days.
Every appointment is auto-logged to the client record, giving your compliance team an accurate, audit-ready history without a single manual entry.
Everything an advisory team needs to schedule, remind, and stay compliant — natively in Salesforce.
No app-switching, no sync errors. Advisors book and complete meetings without leaving Salesforce — every action logged automatically.
Clients book by advisor, meeting type, and location. The right meeting lands with the right advisor every time.
Every meeting format, routed to the right advisor. Clients choose. Salesforce records it.
Automated nudges that cut no-shows and recover slots — sent before the meeting without anyone lifting a finger.
Every appointment, reschedule, and cancellation written to the client record. Audit-ready without manual effort.
Assistants see every advisor's real-time availability, bookings, and cancellations without asking. One screen replaces five Slack messages.
Includes a 5-point readiness checklist for your team — so you know exactly where to stop calendar tennis and tighten compliance.
Book a 20-Minute Demo →Free setup · No CC required · SOC 2 Ready