Advisory & CAS
Let clients book their monthly and quarterly reviews from one link, and walk in with Ping's prep already done.
Get startedMeeting scheduler
The better way to book client meetings
Share a booking link, let clients pick a time, and Ping handles the rest, from calendar sync and reminders to the notes and follow-up the moment the meeting ends.
Ping Assistant
Discovery call
Get a walkthrough of your books and where the firm can help.
August 2026
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Wed, Aug 26 12h24h
How it works
Easy and flexible scheduling
- 1
Connect your calendar
Ping checks Google Calendar and Outlook so you only ever offer times you're actually free, with no double bookings.
Connected - 2
Set your availability
Block off weekends, add buffers between calls, and cap your day, so the calendar stays sane through busy season.
Mon-Thu · 9:00 to 4:00 15 min buffer · 6 calls max - 3
Share your link
Drop your booking link in an email or on your site. Clients pick a time and it's on both calendars with the video link attached.
ping.to/your-firm Booked · Wed, Aug 26 Book
Features
Everything you need to fill the calendar
Booking links
End the back-and-forth
Share a personal or team link, clients pick from your real availability, and the meeting lands on everyone's calendar with the video link attached. No email ping-pong.
- One link, always up to date
- Video link added automatically
- Confirmations sent for you
Wednesday, Aug 26
Team scheduling
Round-robin to the right advisor
Route new client calls across the team, balance the load automatically, and pool availability for group meetings, so a prospect always gets the soonest open time.
- Round-robin and collective links
- Load balanced across the team
- The right owner, every time
SP Sarah P.Next up
DL Dan L.4 this week
MR Maria R.3 this week
Reminders
Fewer no-shows, zero nagging
Automatic confirmations, reminders, and reschedule links go out for you, and buffers and daily limits keep the day from filling up wall to wall.
- Email reminders and confirmations
- One-click reschedule and cancel
- Buffers and daily meeting caps
Reminder scheduled
24 hours before · Discovery call
Sends automatically
Hi Jordan, looking forward to our call tomorrow at 3:00 PM MT. Here's your Zoom link, and you can reschedule any time...
Built into Ping
Every booking is already a Ping meeting
The moment a call is booked, Ping preps it with the full client relationship, then captures the notes, action items, and follow-up when it ends. Scheduling and note-taking are one system.
- Auto-prep from the client's history
- Notes and action items after the call
- Follow-up drafted in your voice
P
Booked → prepped
Discovery call · Living Robotics
Ping is getting ready
Pulling last quarter's notes, open items, and recent emails so you walk in ready, and the recap writes itself when you're done.
Works with your stack
Syncs both ways. Ping books against the calendar you already use and drops the right video link on every invite.
Built for the whole firm
One booking link for every kind of client call
Tax
Open a booking link for planning calls and extensions, with buffers and daily limits that protect busy season.
Get startedNew client intake
Route discovery calls round-robin to the right advisor, so a prospect never waits on an email to find a time.
Get started Security & Compliance
Built to the standards firms are held to
Your clients trust you with their most sensitive information. Ping protects every note, transcript, and account with verified third-party controls.
Audited
SOC 2 Type II
Independently audited controls for security, availability, and confidentiality by accredited CPA auditors.
✓ Full report in Trust Center
AES-256
Industry-standard encryption
Protected at every step with AES-256 encryption at rest and TLS 1.3 across all network traffic.
✓ Encrypted transit and storage
100% Isolated
Never used for training
Your clients' information is yours alone. We never sell, retain, or use your data to train AI models.
✓ Strict firm-level data perimeter
Need custom compliance documentation or a security review?
Visit our Trust Center →
Meeting Scheduler FAQs
Calendly books the meeting and stops there. Ping books it, preps you with the full client relationship, and writes the notes and follow-up automatically, so the whole meeting lifecycle lives in one place.
Yes. Ping connects to Google Calendar and Outlook and books against your real availability, so you're never double-booked.
Yes. Every confirmation includes reschedule and cancel links, and your calendar updates automatically.
Yes. Route bookings across a team, balance load, and pool availability for group calls.
Yes. Zoom, Google Meet, or Microsoft Teams links are attached to every booking.
Ping preps the call with client context beforehand, then captures notes, action items, and a follow-up draft afterward, automatically.