Get started with Wealthbox + FreeBusy

FreeBusy is an AI scheduling assistant designed to automate bookings for all pipeline stages. Advisors use FreeBusy to simplify the process of creating sharable booking links with either full team or advisor specific availability options.

The integration with Wealthbox lets advisors capture leads directly in Wealthbox with clients and prospects that book time through FreeBusy. If a lead already exists, FreeBusy will automatically create a meeting activity associated with the contact. If a lead doesn’t already exist in Wealthbox, FreeBusy will automatically create the contact and tag it, so advisors know which contacts came from their booking pages.

FreeBusy will automatically add a meeting to existing contacts. For new leads, FreeBusy will automatically create the contact, tag it with the form that was used, and add the event to the contact.