Who you help, how you are paid, and a call

An intro call

Put your Calendly or Cal.com intro call in Book a time: the calendar shows on your page, so prospects book without an email chain. Under it, Who I work with and How I'm paid, two short project pages that answer the questions before the call.

Existing clients get Client portal as a link, and everyone can join your newsletter.

What your page would show

Example: a fee-only planner. Her photo, "Fee-only financial planning for physicians. CFP" as the bio. Then:

• Book an intro call, Calendly on the page
• Who I work with and How I'm paid, project pages
• Monthly letter, the subscribe box
• Client portal
• Form ADV, the required disclosure link

The office address and hours go in the opening hours block.

Talks and seminars

Put the QR code on your last slide at a seminar. Scans show as "QR code" in your stats. Firms with a compliance review should approve the page like any other public material, and the editor saves changes the moment you make them.

See what works, on an address you own

Built-in analytics count visits, where they came from (LinkedIn, Google and newsletters) and which buttons get tapped, with no cookies and no consent banner. Scans of your QR code show up as their own source, so you can tell the printed code apart from your bio link.

On Pro, $20 a year, the page can live on your own domain, like planwithsara.com, and planwithsara.com/book goes straight to your booking page. Print it once and it keeps working when you change apps. Coming from Linktree? Paste it on the import page and your links come over in order.