Scheduling built around your entire meeting workflow

No. Your AI Assistant suggests bookings from your past meetings — when a client agrees to meet again, the suggestion appears with the context that triggered it, like “client asked to review the portfolio in two weeks.” You approve or reject each one, and you review every invite or email before it sends. Nothing goes out on its own.

Scheduling connects to Google Calendar, Outlook,Redtail, and Microsoft Exchange (on-premises),  and sets up meetings in Zoom, Google Meet, or Microsoft Teams. Meeting in person? Mark the event as in-person and no video link is created. Calendar sync runs both ways, so your availability stays current in real time.

Yes. Each meeting type has its own duration, buffer time, availability windows, minimum notice period, and booking window. Set up a 30-minute intro call with a 15-minute buffer, a 60-minute annual review with a 2-week booking window, or any combination that fits your practice. Reminder sequences are set once for your account and apply to every meeting type.

Yes. Admins can add co-hosts to any booking event, like an assistant, a second advisor, or a specialist, so one link books everyone. Mark each co-host as required, so clients only see times when they’re free, or optional, so they get the invite without an availability check. Co-hosts also work with your firm-wide link: Zocks rotates new leads across your advisors, and co-hosts join whoever is picked.

No. Your booking pages, confirmation emails, and calendar invites carry your firm’s branding only — your logo, your colors. Admins can also rewrite Scheduling emails in your firm’s own words.

Clients can reschedule or cancel from the link in their confirmation and reminder emails — no email chain, no phone tag, no pulling you in to move one meeting. The calendar event updates automatically, a new confirmation goes out, and the booking updates on your end. If you cancel a meeting, clients who opt in get a text. If a booking link goes unanswered, Zocks sends follow-up reminders until the client books.

Yes. Your firm sets the event types and booking rules once, and every advisor inherits them — advisors set their own availability within them. An account-level control decides how much AI automation is allowed: fully automated, manual review, or left to each advisor. Assistants can also manage bookings on an advisor’s behalf.

Scheduling is available on the Ultimate plan. If you're on Ultimate, you'll need a connected Google, Outlook, Redtail, or Microsoft Exchange (on-premises) calendar to start, plus a meeting platform (Zoom, Google Meet, or Teams) if you meet online. Not on Ultimate yet? Talk to your Zocks representative about upgrading.