A better online scheduling platform for wealth planning

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

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A better online scheduling platform for wealth 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

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

Email notifications
Email notifications

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

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

Transparent scheduling
Transparent scheduling

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

Stay organized
Stay organized

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

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

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

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.”

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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Leslie
Leslie Customer / Social Theory

“What I appreciate most about B12 is its user-friendly interface. Not only do they build websites that look modern and great, but they’re also incredibly easy to manage and update. Whenever I have information that needs changing on my website, I can do it easily on my own.”

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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.”

Joseph
Joseph Customer / Founder Collective

“It was such a pleasure to work with B12. Their technology made the web design process easy and the B12 team helped us launch a website we love! We're proud to be an investor and a client.”

Freddie
Freddie Customer / Suffolk Equity Partners

“B12 is amazing! You get a high-quality design for the price of DIY. It's really remarkable.”

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!”

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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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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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.”

Rick
Rick Customer / Rick Finbow Enterprises, LLC

“I think it's great that B12 is watching out for me. I'm reminded to update my website and I get ideas. I like that I'm not in it alone.”

Megan
Megan Customer success at B12

“The website editor rocks! It makes it easy to add new items while keeping the same theme and structure I set when I created the site, no reformatting needed. It's fool proof and provides everything needed to create a seamless, gorgeous website. I actually use B12 for my own website!”

Liam
Liam Sales at B12

“B12 aims to help small business owners by saving them time to focus doing what they do best — running their business. We want to help them increase their bottom line by providing high-quality websites at a fraction of the price charged by boutique agencies and other DIFY providers.”

Natalie
Natalie Customer / Natalie Elisha Gold

“The entire \[B12] process felt really quick and efficient. I was able to work with them and highlight certain areas that I wanted on my website. Everything that I didn’t like was changed in a matter of seconds and minutes. It was vastly different compared to the previous team that I had hired to do my website.”

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Carlos
Carlos Customer / FitFuel

“If you want to sit at the head of the table, use B12. It is clear they have talented designers who are genuinely motivated to see you reach your goals.”

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

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

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