A better online scheduling platform for financial planning

B12’s AI designs a seamless online scheduling experience to match your financial planning website, then experts help you customize it further.

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A better online scheduling platform for financial planning

An online scheduling experience that seamlessly integrates with your website

Receive more appointments directly on your website.

B12 simplifies online scheduling. Our algorithms automatically set it up so it matches your website. Make changes to your scheduling section yourself or let a B12 design expert customize it so it’s perfect for you.

With B12 online scheduling, there’s no need to mess with code, manage your availability through a third-party tool, or search for a bookings interface that won’t disrupt your website experience.

The user-friendly interface of B12 online scheduling helps you stay organized as your customer base grows, saves time, and gets more conversions on your website!

How B12 online scheduling turns your site into a one-stop shop

When you use B12 online scheduling on your website, you no longer need to rely on third-party integrations for converting visitors to customers. It becomes the single destination for your customers to schedule time with you.

Once you add online scheduling to your website, you can easily set and update your availability details. B12 online scheduling makes it convenient for you and your customers to cancel or reschedule in case something comes up. You’ll receive an email notification as soon as a customer schedules a new appointment, reschedules an existing appointment, or cancels.

More features to help you connect with more customers

Show off your services
Show off your services

Beyond showing availability, our online scheduling makes it easier to market your services directly on your website

Integrates flawlessly
Integrates flawlessly

AI + our experts make sure the design of your website’s online scheduling section perfectly matches the rest of your website

Dedicated customer success
Dedicated customer success

Our customer success team members are experts in their own right and happy to answer your questions about online scheduling

Transparent scheduling
Transparent scheduling

Automatically show customers when you’re available so they can book their own appointments

Email notifications
Email notifications

When customers book, reschedule, or cancel appointments on your website, you’ll both receive an email confirmation

Stay organized
Stay organized

Use calendar view, booking view, or customer view to see all appointments, information about a particular appointment, and customer details

Several customizations can be added in only a few clicks so you can build a high-quality website fast.
Pro tip: The B12 website editor includes expert mode, which gives you or your web expert the ability to add extra layers of customization.

What customers & experts say

Sheila
Sheila Customer / Dr. Sheila Hughes Weight Loss & Wellness

“There's absolutely no comparison between our old website and the B12 one. Our B12 website gives us the call to actions we need and better communication tools with our patients. Since our B12 launch, we started seeing more online visitors scheduling a consultation through our website.”

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Dan
Dan Sales at B12

“Business owners are crazy busy. What's crazier is expecting a business owner to know how to design, maintain, direct traffic to, and update their own website. Thanks to our AI, they really don't have to. B12's AI-powered websites are powerful and we can't wait to get what we've built in front of people.”

Mandie
Mandie Design expert at B12

“I have thoroughly enjoyed working with the B12 website editor. It allows me to make pixel-perfect websites in a fraction of the time.”

Daniel
Daniel Sales at B12

“I'm proud to work for B12 and deliver the product and service we do. Too often, individuals do not have the time or industry knowledge to build, manage, or maintain a website. In today's world, your website can be your best friend. We strive to make sure your best friend is working as best it can!”

Stafford
Stafford Customer success at B12

“B12's goal is to provide the best customer experiences and I am so happy to be a part of that mission. Helping customers create a website that brings their vision to life is, by far, the best part of being here.”

Annabel
Annabel Customer / Evolv Ventures

“My B12 experience has been great! What I appreciate most is that I can edit the site personally whenever I want to, but I can also ask for support when there are changes that I'm not able to make myself. B12 is great blend of a DIY service and a full-service website agency.”

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Willie
Willie Customer / Urlife Now Fitness

“I like that someone is monitoring my website every month and making suggestions for how to improve it.”

Jaiden
Jaiden Design expert at B12

“B12’s AI draft dramatically reduces my time traditionally spent working on content structure. As a B12 web expert, I can focus more time on creating a beautiful website and UX that fits the customer’s content and goals.”

Nikolai
Nikolai Expert at B12

“I use B12’s website editor on a daily basis and I love how easy it is to personalize the style. I’m able to add multiple images, videos, and text in different layouts based on the preference of our customers in just a few hours! It’s been a huge time-saver, given how intuitive the interface is.”

Anne
Anne Customer / Grit and Grace

“The value of the B12 website was there from the very start. I noticed more traffic coming in immediately, which is hugely important for me. Knowing that B12’s tools are constantly optimizing my website for search engines offers me peace of mind. It helps me focus on running my business instead of trying to figure out how to run a website.”

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David
David Design expert at B12

“Designing a website in just a couple of hours is actually possible. Thanks to B12's simple-to-use website editor, I'm able to create professional designs that would normally cost thousands of dollars.”

Shane
Shane Customer / Spike On The Water

“The B12 website editor is so simple to use. I added a bunch of images, reworked text, linked my products, adjusted form links, and even got an animation flying around my footer. The experience with B12 has been amazing. Building a quality website is now fast and affordable.”

Megan
Megan Customer / Body Wise

“I love using the B12 website editor, which provides the ease of updating my website myself. With an intuitive editing platform, I didn’t need any guidance on making website updates. I made changes to my photos, copy, and text color — and I can do it whenever I want.”

Debra
Debra Customer / A New View of Food

“B12 has positively impacted my business with its wide variety of integrations, such as the bookings integration! I’ve been getting more emails from potential customers who are able to book online and schedule consultations with me easily. I’m not tech savvy, so if you’re like me, having a company like B12 to work with is incredibly helpful.”

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Roberto
Roberto Customer / Emerald Gardens

“B12 was able to give us the flexibility we needed to play around with website elements while guiding us in our first attempt at building a website.”

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Spend less time managing your schedule and more time growing your financial planning business

Join the 96 financial planning professionals who’ve connected with more customers using B12 online scheduling.

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