Online booking for financial advisors
Offer separate consultations for the financial questions your clients need help with. Explain the service and information required before they book.
A free 30-minute discovery call and a paid 90-minute planning session as two event types, with the topics you actually cover named in each description.
The mismatch between what you offer and what they search for#
Most advisor pages say "financial planning". The person looking for you is typing something much more specific: whether they are tax resident, what happens to a UK pension, whether NISA is worth it on a five-year stay, what iDeCo does if they leave.
The second problem is the free-call treadmill. Without a paid tier, you spend your week on conversations that were never going to convert.
Suggested booking settings#
A free discovery call qualifies the client, and the paid work that follows is a small number of long, valuable meetings that must not be missed.
| Duration | 30 minutes discovery, 90 for a planning session |
|---|---|
| Booking notice required | 24 hours |
| Time between appointments | 15 minutes after, to write up |
| Max bookings per day | Three substantive meetings a day |
| Location | Video, or in person for a first meeting |
| Payment | Discovery free, planning sessions paid online |
| Cancellation policy | Full refund 48 hours before |
Suggested booking questions: What would you like to talk about? · How long have you been in Japan? · Are you a Japanese tax resident?
Foreign residents want advice on NISA, iDeCo, overseas pensions and whether they are tax resident — and they want it in English. Naming those in the event description does more for bookings than any amount of general copy.
A free door and a paid room#
Thirty minutes free, to qualify. Ninety minutes paid, to actually do the work. Two event types on one page, and the paid one is where your time goes.
Name the topics in the event names#
"NISA and iDeCo review", "Leaving Japan: pensions and lump sum", "Cross-border tax residency call". Each as its own event type. It is unglamorous and it is exactly what people search for.
Ask the two questions that decide everything#
How long they have been in Japan and whether they are a Japanese tax resident. Both on the booking form, both answered before you sit down.
Getting started#
- Sign in at app.marubox.jp with Google or Microsoft. There is no credit card required and no time limit on the free plan.
- Create an event type with the settings above. Event types explained
- Connect your calendar so your consulting hours never gets double booked. Google · Outlook
- Set your working hours, and close Japanese public holidays in one setting. Availability
- Put the link in your bio, or the widget on your site. Adding it to your website
Common questions
Can I offer a free first call and charge for the rest?
Yes — two event types, one free and one paid. Both sit on the same booking page and the client picks.
Can clients outside Japan book?
Yes. Set the location to video and they see your availability converted to their own time zone automatically. Payment is in yen by card from anywhere.
Is client information kept private?
What clients write on your booking form is visible only in your account. Only what you put in a public event description is visible to anyone else.
Start taking bookings online
The Free plan includes booking pages, Google Calendar and Outlook connections, working hours, Japanese holiday settings and booking on your website. No credit card is required, and there is no time limit. The Paid plan is ¥1,200 per month including tax and adds online card payments, team bookings and LINE integration. Business Box charges no booking commission; Stripe processing fees apply separately.
Last reviewed 16 October 2026.