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THE QUESTIONS KEEP COMING

The exhausting part? Answering the same questions again and again.

A clear client journey removes uncertainty before it becomes another message for you.

HOW MANY TIMES HAVE YOU HEARD THIS?
Is this advice suitable for my situation?
What information should I prepare?
Is the first call free or paid?
Can you help with this financial goal?
How is my information handled?
What is the next step after the consultation?

THE REAL DIAGNOSIS

One system for every part of your business.

Zencal connects sales, client relationships, scheduling and management, so every next step happens in context.

THE SYSTEM WORKS FOR YOUR BRAND

Empower your brand. Not a marketplace’s.

Build a trusted advisory journey that filters enquiries, prepares conversations and creates a natural route to ongoing work.

Own your positioningEvery offer and client touchpoint reinforces your name. Not a marketplace’s.
Keep the relationshipClient context, trust and the next opportunity stay with your business.
0% sales commissionZencal never takes a percentage of the services you sell.

Let’s start with what matters to financial advisors.

A practical checklist for choosing a system that supports the sales, scheduling and client work behind financial advisors.

  • Can I present discovery appointments as a clear offer with its own price, duration and preparation rules? Yes!
  • Can clients book and pay for annual reviews without a chain of messages? Yes!
  • Can I connect financial planning with intake, confirmations and reminders? Yes!
  • Can I make tax planning a visible next step after the first purchase? Yes!
  • Can I secure scheduling that meets financial industry standards? Yes!
  • Can I use Zencal for pre-qualify prospects with intake questionnaires? Yes!
  • Can I use Zencal for discovery calls, reviews, and planning sessions? Yes!
  • Can I connect with your financial planning software? Yes!
  • Can I sync with all major calendar platforms? Yes!
  • Can I use Zencal for custom booking pages that reflect your firm? Yes!
  • Can clients see real availability for discovery appointments before contacting me? Yes!
  • Can I keep the offer, booking, payment and follow-up for discovery appointments in one client record? Yes!
  • Can I automate confirmations, preparation instructions and reminders for annual reviews? Yes!
  • Can I run the client journey around financial planning under my own brand? Yes!
  • Can I sell discovery appointments, annual reviews and financial planning with 0% Zencal commission? Yes!

Have another question? Ask the founder directly

Legal, data and technical detailsbefore moving to Zencal.

Review data processing terms, infrastructure location, available integrations and the technical conditions of migration before implementation begins.

01

Do I have to move my entire calendar?

No. Connect your current Google, Outlook or iCloud calendar and keep using it as before. Zencal checks for conflicts and adds new bookings to the connected calendar.

02

Which calendar and payment integrations are supported?

Zencal connects with Google Calendar, Outlook and iCloud. Supported payment providers include Stripe, PayU, Przelewy24, tPay, PayPal and AutoPay. Each connection can be introduced without replacing the rest of your technical setup.

03

How can existing client data be migrated or exported?

Connecting a calendar does not require rebuilding it. Client data can be imported and exported, and our team can help plan a larger migration before making any client-facing changes.

04

Where is the core Zencal infrastructure hosted?

Core cloud infrastructure is hosted in Frankfurt, Germany, within the European Union.

05

How is personal data protected?

Zencal processes entrusted data under a GDPR data processing agreement and applies appropriate technical and organisational safeguards. The intended data scope, retention rules and access model should be confirmed as part of your implementation.

Read the DPA and sub-processor list
06

Is a data processing agreement available?

Yes. An Article 28 data processing agreement forms part of the service terms and documents the roles and responsibilities involved in processing entrusted personal data.

Read the DPA and sub-processor list
07

How are transfers involving non-EEA sub-processors protected?

Where processing involves a sub-processor outside the European Economic Area, safeguards such as Standard Contractual Clauses are used in accordance with the applicable data processing terms.

See the sub-processor list

GDPR

Documented roles and rules for processing entrusted personal data.

Data processing agreement

An Article 28 DPA forms part of the service terms.

EU infrastructure

Core cloud hosting is located in Frankfurt, Germany.

Secure payment providers

Payments run through providers such as Stripe, PayU and Przelewy24.