Meeting Scheduling
Scheduling for advisors, the way it should be.
Create shareable booking links, sync with your calendar, auto-attach Zoom — and send reminders that actually land. It's your Calendly replacement, minus the extra bill.
Trusted by over 27,000 advisors at top firms.
Feature Overview
Scheduling that knows how advisors actually work.
Create booking windows, share a link, and let clients pick a time — while your calendar, Zoom, and CRM stay perfectly in sync. No double-bookings. No juggling tabs. No separate vendor.
Custom booking windows
Set your own availability by the hour, day, or week. Create multiple booking windows for different meeting types — portfolio reviews, quick check-ins, prospect calls — each with its own duration, conferencing, and buffer rules.
Calendar Sync
Works with Google Calendar and Microsoft Outlook out of the box. Jump reads your existing events so clients only see times you're actually free — no overlap, no conflicts, no manual blocking.
Automated Reminders
Automatically send clients a reminder before every booked meeting — a day out, an hour out, or both. No more chasing confirmations. No more missed calls.
Zoom & Teams Integration
Zoom and Microsoft Teams links are automatically added to every booking. When a client books time with you, the meeting link is ready before either of you lifts a finger
Solve scheduling, once and for all.
Generic scheduling tools weren't designed for the advisory world. Our scheduling tools gives advisors, office managers and assistants the power they need: create booking windows on behalf of team members, see who's free, and send branded links to clients — all without logging in and out of separate tools. It's one workflow, in one place, connected to everything your firm already uses.
Compliance-ready from day one
Advisors don't just need scheduling — they need scheduling that their compliance team will actually approve. Jump lets firms attach disclosures to every client-facing booking page, archive every email confirmation, and maintain a full audit trail of who booked what and when.
Branded, client-friendly booking pages
Clients see a clean, mobile-friendly booking experience — not a generic calendar widget. They pick a time, confirm their details, and get an instant confirmation with your meeting link. Easy rescheduling and cancellation are built right in, so your inbox stays clear of back-and-forth.
One less vendor on the invoice
Firms paying for Calendly, OnceHub, or niche advisory tools can drop that line item entirely. Meeting scheduling lives inside the same platform as your meeting prep, notes, CRM sync, and follow-ups — so you're paying for one tool instead of three.
