Solution introduction

Automated booking, built to save you time

Get a branded scheduling page that showcases your services and real-time availability. With easy payment and intake forms, your scheduler is everything your clients need to self-schedule appointments

Control your availability with ease
Tools to help you schedule and earn on your own terms–customize exactly how and when clients can book with you, host virtual appointments or classes, and block off personal time.

Enable automated appointment booking
Seamlessly manage multiple locations and let clients easily cancel or reschedule their own appointments. Send automated receipts as well as reminder notifications throughout the scheduling process to keep clients prompt.

Grow your customer base and keep them engaged
Create custom intake forms to streamline and personalize your customer experience. Use powerful loyalty tools to drive business growth and keep customers coming back.

Protect your time and maximize your income
Get peace of mind with no-show protection tools like storing credit cards and secure deposits. Seamlessly offer recurring subscriptions, packages, and gift cards to up your earnings.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.