Two-way Outlook calendar sync and online booking for UK mortgage brokers and financial advisers
Connect each adviser's Microsoft Outlook / Office 365 calendar to Advizo, then layer self-service booking on top — public booking links, client-portal booking, and adviser-led scheduling — all writing to one unified calendar with confirmations, Outlook invites, automated reminders, and conflict detection before you book.
Calendar Sync & Bookings
Advizo ↔ Microsoft Outlook
Outlook
TodayTeam standup
09:00
Lender call
11:00
First-time buyer
14:00
Advizo unified calendar
No conflictsadvizo.co.uk/book/your-link
New booking — Sarah J.
One calendar. Every way to book.
Related capabilities: Client Management, Client Portal, Message Hub
Two-way Microsoft Outlook sync
Per-adviser two-way calendar sync between Advizo and Microsoft Outlook / Office 365. Every appointment created, updated or cancelled in Advizo is pushed to Outlook via Microsoft Graph, and Outlook changes are pulled back into Advizo on a continuous background sync — so your calendar is always current, wherever you check it.
Your personal booking link
Share a branded booking page at /book/your-link. Clients pick from real, server-computed available slots that respect your working hours, notice periods, buffers, exceptions and live Outlook busy time — no back-and-forth emails, no double-bookings.
Client portal booking
Logged-in mortgage and protection clients book their assigned adviser directly from /client-portal/bookings. Joint applicants are supported — tick a box to include the co-applicant on the Outlook invite. Self-service reschedule and cancel for client-made bookings.
Schedule from anywhere
Book straight from the calendar or from a client record. A Free/Busy panel shows the day's existing meetings — including Outlook busy time — and an overlap warning surfaces conflicts before you commit, so you never accidentally double-book a client or yourself.
Smart availability rules
Configure working days and hours, meeting durations, minimum notice, maximum days ahead, buffers before and after meetings, and per-day exceptions. Choose whether Outlook and Advizo busy time automatically blocks slots — availability is computed server-side and always honoured.
Intake questions & lead capture
Screen public visitors with conditional intake questions — dropdowns, yes/no or short text. Block unsuitable enquiries before they reach your calendar, and auto-create a lead in Advizo when a qualifying visitor books, so every enquiry is tracked alongside your other channels.
Professional client communications
Every booking generates a branded confirmation email from your firm mailbox, plus a proper Outlook calendar invite to the client. Automated reminders (e.g. 24 hours before) fire from your reminder workflow with Email Studio merge tags such as visitor_name, meeting_date and adviser_name.
Visitor self-service
Visitors can reschedule or cancel a booking from the same link — protected by 6-digit email OTP verification (15-minute TTL) so only the genuine booker can manage it. Anti-spam caps limit each visitor to three future meetings per adviser, matched by normalised email or phone.
Firm control & security
Per-adviser Microsoft OAuth — no firm-wide mailbox sharing. OAuth tokens are encrypted at rest, every calendar and booking row is protected by row-level security, and public booking pages are protected by Cloudflare Turnstile. Modules can be rolled out per firm and per role.
See it in action
Explore the interactive demo below to experience how this feature works in Advizo.
Your booking page
advizo.co.uk/book/your-link
Smart availability
Configured per adviser
- Working hoursMon–Fri · 09:00–17:30
- Minimum notice4 hours
- Buffer before / after15 min
- Block from Outlook busyOn
- Auto Teams linkOn
- Reminder24h before
Built for real advisory workflows
Here's how firms like yours use this feature every day.
Convert a first-call enquiry into a booked appointment
An enquirer lands on your booking page from a Google Ad. Intake questions confirm they're a UK mortgage applicant, they pick the next available 30-minute slot, and seconds later the appointment is in your Outlook, a confirmation email is in their inbox, and a new lead is in Advizo — without you touching the keyboard.
Remortgage review scheduling at scale
Send remortgage clients a personal booking link in your renewal email. They self-book a 60-minute review at a time that suits them — respecting your hours, buffers and existing Outlook commitments — and every booking lands against the right client record with a reminder queued for 24 hours before.
Joint-applicant portal booking
A mortgage applicant logs into the client portal, books a meeting with their adviser, and ticks the box to include their co-applicant. Both partners receive an Outlook invite from your firm mailbox, and the meeting appears on both the adviser's unified calendar and the clients' portal dashboard.
Adviser-led rebooking with conflict detection
From a client record you click Schedule appointment. The Free/Busy panel shows your existing Outlook and Advizo events for the chosen day; if you pick an overlapping time you get an explicit confirm-on-save warning. Save once and the meeting writes to Advizo, Outlook and the client portal — with a confirmation email and Outlook invite to the client.