DomeBook™ lets prospective clients book an introductory call from your website or a DomeChat™ conversation. They pick a time that suits their schedule instead of waiting for someone to call back.
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Features
DomeBook™ offers prospective clients one clear way to book, whether they start on your website or from a team member’s personal link.
Prospective clients can book in the evening or on a weekend, choosing only from times your firm has made available.
We match your DomeBook™ to your website’s colors and type, so booking feels like the next page of your site, not a hand-off to another company.
Each advisor or CPA on your team can share a personal booking link, in an email signature or a note to someone who refers clients, so people book with that person directly.
DomeBook™ confirms each booking and sends email reminders with the time and meeting details, plus links to view, reschedule, or cancel if something comes up.
Paired with DomeChat™
DomeChat™ and DomeBook™ connect, so a visitor who asks about retirement planning can book an introductory call before the chat ends.
Sample only.
We set up DomeBook™ to match the meetings your firm offers, the questions you ask before them, and your calendar.
An introductory call and a tax planning consultation can each have their own length and booking questions, so guests know what to expect and your team is prepared.
We help link your supported calendar and video tools, so new bookings fit around client meetings already on your team’s calendars.
During tax season or a busy month, your team can adjust hours and booking settings in DomePortal™ as needed, with access for the people who manage calendars.
We build your custom website and set up booking for introductory calls and consultations.
FAQs
Introductory-call booking, and the settings your firm decides.
DomeBook™ supports Google Calendar and Google Meet, Microsoft Outlook Calendar and Teams, and Zoom. Which ones your advisors can connect depends on your firm’s accounts with those services, their permissions, and the meeting options you set up.
We confirm each connection during setup, along with any provider subscription it needs, such as a Zoom account for video calls. Having DomeBook™ in your plan does not by itself establish which third-party accounts or subscriptions your firm has.
Yes. Each configured team member can have a reusable personal booking link with their own profile and availability, so a client can book with the advisor they already know. They can share it in client messages, alongside booking on your website.
We confirm with your firm who gets a link, such as each advisor, and which meeting types they offer. Team access and configuration follow your agreed plan.
Yes. In the DomeBook™ section of your DomePortal™, anyone with the right access can change date-specific availability, working hours, time zones, and consultation settings, for example opening extra times before year-end. We help with the initial setup and keep supporting you within your plan.
DomeBook™ is included from Growth, with no separate scheduling-software subscription required. Professional and Enterprise also include DomeChat™ for the connected conversation-to-booking experience.
Configuration, team access, and ongoing support follow your agreed plan. Calendar and video-provider requirements are confirmed during setup.
Compare plansWe’ll create a free homepage design for your firm. Then we’ll walk you through it and recommend a plan built around your goals before you commit.
Limited availability
Up to 5 new firms each month.
Your firm gets the time and attention it deserves.
